Invesco S&P 500 Downside Hedged ETF
PHDG
24 hedge funds and large institutions have $61.7M invested in Invesco S&P 500 Downside Hedged ETF in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
57% more capital invested
Capital invested by funds: $39.2M → $61.7M (+$22.5M)
33% more funds holding
Funds holding: 18 → 24 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPB
Badgley, Phelps & Bell
Seattle,
Washington
|
+$7.75M |
| 2 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$5.79M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$5.51M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$802K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$442K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oppenheimer & Co
New York
|
-$738K |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$411K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$212K |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
-$167K |
| 5 |
HFS
HL Financial Services
Louisville,
Kentucky
|
-$25.1K |
PHDG Hedge Fund Activity: Q2 2014 in Review
24 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Downside Hedged ETF (PHDG) for Q2 2014, worth a combined $61.7M — up 57% from $39.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PHDG positions and 1 closed out — a net gain of 6 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Badgley, Phelps & Bell, opening a new position worth an estimated $7.75M. The largest seller was Oppenheimer & Co, cutting an estimated $738K.
- 24 institutional investors held Invesco S&P 500 Downside Hedged ETF (PHDG) as of Q2 2014, up from 18 in Q1 2014.
- Funds reported $61.7M of Invesco S&P 500 Downside Hedged ETF stock for Q2 2014, up 57% quarter-over-quarter.
- 7 funds opened new Invesco S&P 500 Downside Hedged ETF positions in Q2 2014 and 1 closed out, a net change of +6 holders.
- The largest Invesco S&P 500 Downside Hedged ETF buyer in Q2 2014 was Badgley, Phelps & Bell, an estimated $7.75M added.
- The largest Invesco S&P 500 Downside Hedged ETF seller in Q2 2014 was Oppenheimer & Co, an estimated $738K sold.
Based on aggregated 13F filings for Q2 2014.