Invesco S&P 500 Downside Hedged ETF
PHDG
20 hedge funds and large institutions have $26.5M invested in Invesco S&P 500 Downside Hedged ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 5 closing their positions.
380% more capital invested
Capital invested by funds: $5.54M → $26.5M (+$21M)
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
42.19% more ownership
Funds ownership: 23.39% → 65.58% (+42%)
0% more funds holding
Funds holding: 20 → 20 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
TMD & Associates
Scottsdale,
Arizona
|
+$17M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.37M |
| 3 |
Jane Street
New York
|
+$404K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
+$255K |
| 5 |
PG
Patten Group
Chattanooga,
Tennessee
|
+$86.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$975K |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$617K |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$114K |
| 4 |
N
Natixis
Paris,
France
|
-$89.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$50.3K |
PHDG Hedge Fund Activity: Q1 2019 in Review
20 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Downside Hedged ETF (PHDG) for Q1 2019, worth a combined $26.5M — up 380% from $5.54M a quarter earlier.
Fund positioning in PHDG was balanced in Q1 2019: 5 funds opened new positions, 5 closed out, 8 added to existing stakes and 4 trimmed.
The largest buyer was TMD & Associates, opening a new position worth an estimated $17M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $975K sold.
- 20 institutional investors held Invesco S&P 500 Downside Hedged ETF (PHDG) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $26.5M of Invesco S&P 500 Downside Hedged ETF stock for Q1 2019, up 380% quarter-over-quarter.
- 5 funds opened new Invesco S&P 500 Downside Hedged ETF positions in Q1 2019 and 5 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 Downside Hedged ETF buyer in Q1 2019 was TMD & Associates, an estimated $17M added.
- The largest Invesco S&P 500 Downside Hedged ETF seller in Q1 2019 was Susquehanna International Group, an estimated $975K sold.
Based on aggregated 13F filings for Q1 2019.