Invesco S&P 500 Downside Hedged ETF
PHDG
16 hedge funds and large institutions have $49.9M invested in Invesco S&P 500 Downside Hedged ETF in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 7 reducing their positions, and 1 closing their positions.
10.95% more ownership
Funds ownership: 62.05% → 73% (+11%)
0% more funds holding
Funds holding: 16 → 16 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
10% less capital invested
Capital invested by funds: $55.5M → $49.9M (-$5.56M)
86% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$232K |
| 2 |
JP Morgan Chase
New York
|
+$96.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAW
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
-$4.96M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$751K |
| 3 |
LPL Financial
San Diego,
California
|
-$209K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$188K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$43.9K |
PHDG Hedge Fund Activity: Q2 2017 in Review
16 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Downside Hedged ETF (PHDG) for Q2 2017, worth a combined $49.9M — down 10% from $55.5M a quarter earlier.
Fund positioning in PHDG was balanced in Q2 2017: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 7 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $232K. The largest seller was Cornerstone Advisors (Washington), cutting an estimated $4.96M.
- 16 institutional investors held Invesco S&P 500 Downside Hedged ETF (PHDG) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $49.9M of Invesco S&P 500 Downside Hedged ETF stock for Q2 2017, down 10% quarter-over-quarter.
- 1 fund opened new Invesco S&P 500 Downside Hedged ETF positions in Q2 2017 and 1 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 Downside Hedged ETF buyer in Q2 2017 was Susquehanna International Group, an estimated $232K added.
- The largest Invesco S&P 500 Downside Hedged ETF seller in Q2 2017 was Cornerstone Advisors (Washington), an estimated $4.96M sold.
Based on aggregated 13F filings for Q2 2017.