Invesco S&P 500 Downside Hedged ETF
PHDG
20 hedge funds and large institutions have $5.29M invested in Invesco S&P 500 Downside Hedged ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
5% more funds holding
Funds holding: 19 → 20 (+1)
6.95% less ownership
Funds ownership: 27.81% → 20.86% (-7%)
13% less capital invested
Capital invested by funds: $6.09M → $5.29M (-$799K)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Natixis
Paris,
France
|
+$329K |
| 2 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$97.3K |
| 3 |
LPL Financial
San Diego,
California
|
+$44.5K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$21.9K |
| 5 |
HI
Hudock Inc
Williamsport,
Pennsylvania
|
+$6.12K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$703K |
| 2 |
Jane Street
New York
|
-$328K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$240K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$153K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$38.6K |
PHDG Hedge Fund Activity: Q1 2018 in Review
20 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Downside Hedged ETF (PHDG) for Q1 2018, worth a combined $5.29M — down 13% from $6.09M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PHDG positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 6 trimmed.
The largest buyer was Natixis, adding an estimated $329K. The largest seller was UBS Group, cutting an estimated $703K.
- 20 institutional investors held Invesco S&P 500 Downside Hedged ETF (PHDG) as of Q1 2018, up from 19 in Q4 2017.
- Funds reported $5.29M of Invesco S&P 500 Downside Hedged ETF stock for Q1 2018, down 13% quarter-over-quarter.
- 3 funds opened new Invesco S&P 500 Downside Hedged ETF positions in Q1 2018 and 2 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 Downside Hedged ETF buyer in Q1 2018 was Natixis, an estimated $329K added.
- The largest Invesco S&P 500 Downside Hedged ETF seller in Q1 2018 was UBS Group, an estimated $703K sold.
Based on aggregated 13F filings for Q1 2018.