Invesco S&P 500 Downside Hedged ETF
PHDG
38 hedge funds and large institutions have $52.6M invested in Invesco S&P 500 Downside Hedged ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
84% more capital invested
Capital invested by funds: $28.6M → $52.6M (+$24M)
36% more funds holding
Funds holding: 28 → 38 (+10)
8.78% less ownership
Funds ownership: 45.23% → 36.45% (-8.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$8.84M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.65M |
| 3 |
CPC
Congress Park Capital
Saratoga Springs,
New York
|
+$3.62M |
| 4 |
FPB
First PREMIER Bank
Sioux Falls,
South Dakota
|
+$1.15M |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WOSD
WFA of San Diego
San Diego,
California
|
-$3.38M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$586K |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$76K |
| 4 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
-$57.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$11.4K |
PHDG Hedge Fund Activity: Q3 2020 in Review
38 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Downside Hedged ETF (PHDG) for Q3 2020, worth a combined $52.6M — up 84% from $28.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PHDG positions and 1 closed out — a net gain of 10 holders — while 13 added to existing stakes and 5 trimmed.
The largest buyer was Truist Financial, adding an estimated $8.84M. The largest seller was WFA of San Diego, exiting entirely with an estimated $3.38M sold.
- 38 institutional investors held Invesco S&P 500 Downside Hedged ETF (PHDG) as of Q3 2020, up from 28 in Q2 2020.
- Funds reported $52.6M of Invesco S&P 500 Downside Hedged ETF stock for Q3 2020, up 84% quarter-over-quarter.
- 11 funds opened new Invesco S&P 500 Downside Hedged ETF positions in Q3 2020 and 1 closed out, a net change of +10 holders.
- The largest Invesco S&P 500 Downside Hedged ETF buyer in Q3 2020 was Truist Financial, an estimated $8.84M added.
- The largest Invesco S&P 500 Downside Hedged ETF seller in Q3 2020 was WFA of San Diego, an estimated $3.38M sold.
Based on aggregated 13F filings for Q3 2020.