Invesco S&P 500 Downside Hedged ETF
PHDG
20 hedge funds and large institutions have $5.54M invested in Invesco S&P 500 Downside Hedged ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
5% more funds holding
Funds holding: 19 → 20 (+1)
0.2% less ownership
Funds ownership: 23.59% → 23.39% (-0.2%)
3% less capital inflows, than outflows
Capital inflows: $1.8M | Capital outflows: $1.85M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.03M |
| 2 |
PG
Patten Group
Chattanooga,
Tennessee
|
+$322K |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$319K |
| 4 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$4.07K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$2.38K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.36M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$195K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$104K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$80K |
| 5 |
LPL Financial
San Diego,
California
|
-$62.5K |
PHDG Hedge Fund Activity: Q4 2018 in Review
20 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Downside Hedged ETF (PHDG) for Q4 2018, worth a combined $5.54M — down 12% from $6.28M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PHDG positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.03M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $1.36M.
- 20 institutional investors held Invesco S&P 500 Downside Hedged ETF (PHDG) as of Q4 2018, up from 19 in Q3 2018.
- Funds reported $5.54M of Invesco S&P 500 Downside Hedged ETF stock for Q4 2018, down 12% quarter-over-quarter.
- 3 funds opened new Invesco S&P 500 Downside Hedged ETF positions in Q4 2018 and 2 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 Downside Hedged ETF buyer in Q4 2018 was Susquehanna International Group, an estimated $1.03M added.
- The largest Invesco S&P 500 Downside Hedged ETF seller in Q4 2018 was Ladenburg Thalmann Financial Services, an estimated $1.36M sold.
Based on aggregated 13F filings for Q4 2018.