Invesco S&P 500 Downside Hedged ETF
PHDG
18 hedge funds and large institutions have $39.2M invested in Invesco S&P 500 Downside Hedged ETF in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.
1,290% more capital inflows, than outflows
Capital inflows: $14.5M | Capital outflows: $1.04M
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
6% more funds holding
Funds holding: 17 → 18 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$9.6M |
| 2 |
AIG
American International Group
New York
|
+$1.01M |
| 3 |
OC
Oppenheimer & Co
New York
|
+$938K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$881K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$551K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$501K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$283K |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$246K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$9.91K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$3K |
PHDG Hedge Fund Activity: Q1 2014 in Review
18 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Downside Hedged ETF (PHDG) for Q1 2014, worth a combined $39.2M — up 55% from $25.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PHDG positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Estate Counselors, opening a new position worth an estimated $9.6M. The largest seller was Ladenburg Thalmann Financial Services, exiting entirely with an estimated $501K sold.
- 18 institutional investors held Invesco S&P 500 Downside Hedged ETF (PHDG) as of Q1 2014, up from 17 in Q4 2013.
- Funds reported $39.2M of Invesco S&P 500 Downside Hedged ETF stock for Q1 2014, up 55% quarter-over-quarter.
- 3 funds opened new Invesco S&P 500 Downside Hedged ETF positions in Q1 2014 and 2 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 Downside Hedged ETF buyer in Q1 2014 was Estate Counselors, an estimated $9.6M added.
- The largest Invesco S&P 500 Downside Hedged ETF seller in Q1 2014 was Ladenburg Thalmann Financial Services, an estimated $501K sold.
Based on aggregated 13F filings for Q1 2014.