Invesco S&P 500 Downside Hedged ETF
PHDG
21 hedge funds and large institutions have $12.6M invested in Invesco S&P 500 Downside Hedged ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
0% more funds holding
Funds holding: 21 → 21 (0)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
1% less capital invested
Capital invested by funds: $12.7M → $12.6M (-$153K)
6.5% less ownership
Funds ownership: 60.18% → 53.68% (-6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$957K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$591K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
+$460K |
| 4 |
LPL Financial
San Diego,
California
|
+$323K |
| 5 |
N
Natixis
Paris,
France
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.22M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.17M |
| 3 |
Jane Street
New York
|
-$871K |
| 4 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$574K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$66.9K |
PHDG Hedge Fund Activity: Q1 2020 in Review
21 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Downside Hedged ETF (PHDG) for Q1 2020, worth a combined $12.6M — down 1.2% from $12.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PHDG positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 5 trimmed.
The largest buyer was Stratos Wealth Partners, adding an estimated $957K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.22M sold.
- 21 institutional investors held Invesco S&P 500 Downside Hedged ETF (PHDG) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $12.6M of Invesco S&P 500 Downside Hedged ETF stock for Q1 2020, down 1.2% quarter-over-quarter.
- 5 funds opened new Invesco S&P 500 Downside Hedged ETF positions in Q1 2020 and 3 closed out, a net change of +2 holders.
- The largest Invesco S&P 500 Downside Hedged ETF buyer in Q1 2020 was Stratos Wealth Partners, an estimated $957K added.
- The largest Invesco S&P 500 Downside Hedged ETF seller in Q1 2020 was Citadel Advisors, an estimated $1.22M sold.
Based on aggregated 13F filings for Q1 2020.