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Invesco S&P 500 Downside Hedged ETF

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.

New
Increased
Maintained
Reduced
Closed

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

86% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 7

95% less capital inflows, than outflows

Capital inflows: $329K | Capital outflows: $6.19M

Holders
16
Holders Change
–
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
1
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

PHDG Hedge Fund Activity: Q2 2017 in Review

16 of the 4,023 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.