WFA of San Diego LLC Sells 872 Shares of Invesco S&P 500 Downside Hedged ETF (NYSEARCA:PHDG)

WFA of San Diego LLC cut its position in Invesco S&P 500 Downside Hedged ETF (NYSEARCA:PHDG) by 1.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 55,334 shares of the company’s stock after selling 872 shares during the period. Invesco S&P 500 Downside Hedged ETF comprises about 1.8% of WFA of San Diego LLC’s portfolio, making the stock its 13th largest position. WFA of San Diego LLC owned approximately 1.73% of Invesco S&P 500 Downside Hedged ETF worth $2,114,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Philip James Wealth Mangement LLC lifted its holdings in shares of Invesco S&P 500 Downside Hedged ETF by 4.4% during the 3rd quarter. Philip James Wealth Mangement LLC now owns 111,890 shares of the company’s stock valued at $4,275,000 after purchasing an additional 4,669 shares in the last quarter. Lunt Capital Management Inc. raised its holdings in Invesco S&P 500 Downside Hedged ETF by 17.9% during the 3rd quarter. Lunt Capital Management Inc. now owns 52,279 shares of the company’s stock worth $1,998,000 after buying an additional 7,928 shares during the period. Silver Oak Securities Incorporated lifted its stake in Invesco S&P 500 Downside Hedged ETF by 319.9% in the third quarter. Silver Oak Securities Incorporated now owns 18,801 shares of the company’s stock valued at $716,000 after buying an additional 14,323 shares in the last quarter. Private Advisor Group LLC boosted its holdings in shares of Invesco S&P 500 Downside Hedged ETF by 3.1% in the third quarter. Private Advisor Group LLC now owns 88,914 shares of the company’s stock valued at $3,397,000 after buying an additional 2,697 shares during the period. Finally, Fortis Group Advisors LLC acquired a new position in shares of Invesco S&P 500 Downside Hedged ETF in the third quarter valued at approximately $1,311,000.

Invesco S&P 500 Downside Hedged ETF Stock Down 0.7 %

Shares of NYSEARCA:PHDG opened at $38.41 on Thursday. The firm has a market cap of $122.91 million, a price-to-earnings ratio of 22.68 and a beta of 0.68. Invesco S&P 500 Downside Hedged ETF has a 12 month low of $32.77 and a 12 month high of $39.40. The company’s fifty day simple moving average is $38.19 and its 200 day simple moving average is $37.65.

Invesco S&P 500 Downside Hedged ETF Profile

The Invesco S&P 500 Downside Hedged ETF (PHDG) is an exchange-traded fund that is based on the S&P 500 Dynamic VEQTOR index. The fund is an actively-managed ETF that allocates its portfolio between S&P 500 equities, VIX Index futures and cash. PHDG was launched on Dec 6, 2012 and is managed by Invesco.