Invesco S&P 500 Downside Hedged ETF
PHDG
16 hedge funds and large institutions have $21.8M invested in Invesco S&P 500 Downside Hedged ETF in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
390% more capital invested
Capital invested by funds: $4.45M → $21.8M (+$17.3M)
60% more funds holding
Funds holding: 10 → 16 (+6)
12.05% more ownership
Funds ownership: 13.69% → 25.75% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$3.67M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$3.23M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$2.92M |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$2.1M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$21K |
PHDG Hedge Fund Activity: Q3 2013 in Review
16 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Downside Hedged ETF (PHDG) for Q3 2013, worth a combined $21.8M — up 390% from $4.45M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PHDG positions and 1 closed out — a net gain of 7 holders — while 7 added to existing stakes and 0 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $3.67M. The largest seller was Bank of America, exiting entirely with an estimated $21K sold.
- 16 institutional investors held Invesco S&P 500 Downside Hedged ETF (PHDG) as of Q3 2013, up from 10 in Q2 2013.
- Funds reported $21.8M of Invesco S&P 500 Downside Hedged ETF stock for Q3 2013, up 390% quarter-over-quarter.
- 8 funds opened new Invesco S&P 500 Downside Hedged ETF positions in Q3 2013 and 1 closed out, a net change of +7 holders.
- The largest Invesco S&P 500 Downside Hedged ETF buyer in Q3 2013 was Atria Investments, an estimated $3.67M added.
- The largest Invesco S&P 500 Downside Hedged ETF seller in Q3 2013 was Bank of America, an estimated $21K sold.
Based on aggregated 13F filings for Q3 2013.