Invesco S&P 500 Downside Hedged ETF
PHDG
16 hedge funds and large institutions have $55.5M invested in Invesco S&P 500 Downside Hedged ETF in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 3 closing their positions.
536% more capital invested
Capital invested by funds: $8.72M → $55.5M (+$46.8M)
52.85% more ownership
Funds ownership: 9.2% → 62.05% (+53%)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
6% less funds holding
Funds holding: 17 → 16 (-1)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAW
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
+$46.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$587K |
| 3 |
N
Natixis
Paris,
France
|
+$280K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23.6K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$6.25K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$547K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$541K |
| 3 |
Jane Street
New York
|
-$340K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$224K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$164K |
PHDG Hedge Fund Activity: Q1 2017 in Review
16 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Downside Hedged ETF (PHDG) for Q1 2017, worth a combined $55.5M — up 536% from $8.72M a quarter earlier.
Fund positioning in PHDG was balanced in Q1 2017: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 6 trimmed.
The largest buyer was Cornerstone Advisors (Washington), opening a new position worth an estimated $46.7M. The largest seller was UBS Group, cutting an estimated $547K.
- 16 institutional investors held Invesco S&P 500 Downside Hedged ETF (PHDG) as of Q1 2017, down from 17 in Q4 2016.
- Funds reported $55.5M of Invesco S&P 500 Downside Hedged ETF stock for Q1 2017, up 536% quarter-over-quarter.
- 3 funds opened new Invesco S&P 500 Downside Hedged ETF positions in Q1 2017 and 3 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 Downside Hedged ETF buyer in Q1 2017 was Cornerstone Advisors (Washington), an estimated $46.7M added.
- The largest Invesco S&P 500 Downside Hedged ETF seller in Q1 2017 was UBS Group, an estimated $547K sold.
Based on aggregated 13F filings for Q1 2017.