Invesco S&P 500 Downside Hedged ETF
PHDG
19 hedge funds and large institutions have $6.09M invested in Invesco S&P 500 Downside Hedged ETF in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 0 closing their positions.
12% more funds holding
Funds holding: 17 → 19 (+2)
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
80% less capital inflows, than outflows
Capital inflows: $437K | Capital outflows: $2.18M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stratos Wealth Partners
Beachwood,
Ohio
|
+$224K |
| 2 |
United Capital Financial Advisors
Irving,
Texas
|
+$4.2K |
| 3 |
Natixis
Paris,
France
|
+$1.64K |
| 4 |
Carroll Financial Associates
Charlotte,
North Carolina
|
+$215 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$773K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$602K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$503K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$165K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$111K |
PHDG Hedge Fund Activity: Q4 2017 in Review
19 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Downside Hedged ETF (PHDG) for Q4 2017, worth a combined $6.09M — down 19% from $7.54M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PHDG positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 7 trimmed.
The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $224K. The largest seller was Jane Street, cutting an estimated $773K.
- 19 institutional investors held Invesco S&P 500 Downside Hedged ETF (PHDG) as of Q4 2017, up from 17 in Q3 2017.
- Funds reported $6.09M of Invesco S&P 500 Downside Hedged ETF stock for Q4 2017, down 19% quarter-over-quarter.
- 2 funds opened new Invesco S&P 500 Downside Hedged ETF positions in Q4 2017 and 0 closed out, a net change of +2 holders.
- The largest Invesco S&P 500 Downside Hedged ETF buyer in Q4 2017 was Stratos Wealth Partners, an estimated $224K added.
- The largest Invesco S&P 500 Downside Hedged ETF seller in Q4 2017 was Jane Street, an estimated $773K sold.
Based on aggregated 13F filings for Q4 2017.