Invesco S&P 500 Downside Hedged ETF
PHDG
17 hedge funds and large institutions have $25.3M invested in Invesco S&P 500 Downside Hedged ETF in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 4 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
80% more capital inflows, than outflows
Capital inflows: $6.16M | Capital outflows: $3.42M
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
6% more funds holding
Funds holding: 16 → 17 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS
Zurich,
Switzerland
|
+$1.44M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.35M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$898K |
| 4 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$489K |
| 5 |
AIG
American International Group
New York
|
+$469K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.33M |
| 2 |
MFO
Marcuard Family Office
Zurich,
Switzerland
|
-$537K |
| 3 |
Virtu KCG Holdings
New York
|
-$441K |
| 4 |
MSI Financial Services
Springfield,
Massachusetts
|
-$43.5K |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$27K |
PHDG Hedge Fund Activity: Q4 2013 in Review
17 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Downside Hedged ETF (PHDG) for Q4 2013, worth a combined $25.3M — up 16% from $21.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PHDG positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 3 trimmed.
The largest buyer was UBS, adding an estimated $1.44M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.33M sold.
- 17 institutional investors held Invesco S&P 500 Downside Hedged ETF (PHDG) as of Q4 2013, up from 16 in Q3 2013.
- Funds reported $25.3M of Invesco S&P 500 Downside Hedged ETF stock for Q4 2013, up 16% quarter-over-quarter.
- 5 funds opened new Invesco S&P 500 Downside Hedged ETF positions in Q4 2013 and 4 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 Downside Hedged ETF buyer in Q4 2013 was UBS, an estimated $1.44M added.
- The largest Invesco S&P 500 Downside Hedged ETF seller in Q4 2013 was Susquehanna International Group, an estimated $2.33M sold.
Based on aggregated 13F filings for Q4 2013.