Invesco S&P 500 Downside Hedged ETF
PHDG
71 hedge funds and large institutions have $231M invested in Invesco S&P 500 Downside Hedged ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 7 closing their positions.
153% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 15
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
31% more capital invested
Capital invested by funds: $176M → $231M (+$54.9M)
9% more funds holding
Funds holding: 65 → 71 (+6)
7.63% more ownership
Funds ownership: 51.01% → 58.65% (+7.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$15.7M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$6.08M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.73M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$5.51M |
| 5 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCA
January Capital Advisors
San Francisco,
California
|
-$2.56M |
| 2 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
-$2.04M |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$1.56M |
| 4 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
-$1.43M |
| 5 |
CCP
Cassia Capital Partners
Winston Salem,
North Carolina
|
-$935K |
PHDG Hedge Fund Activity: Q1 2022 in Review
71 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Downside Hedged ETF (PHDG) for Q1 2022, worth a combined $231M — up 31% from $176M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PHDG positions and 7 closed out — a net gain of 7 holders — while 38 added to existing stakes and 15 trimmed.
The largest buyer was Stratos Wealth Partners, adding an estimated $15.7M. The largest seller was January Capital Advisors, cutting an estimated $2.56M.
- 71 institutional investors held Invesco S&P 500 Downside Hedged ETF (PHDG) as of Q1 2022, up from 65 in Q4 2021.
- Funds reported $231M of Invesco S&P 500 Downside Hedged ETF stock for Q1 2022, up 31% quarter-over-quarter.
- 14 funds opened new Invesco S&P 500 Downside Hedged ETF positions in Q1 2022 and 7 closed out, a net change of +7 holders.
- The largest Invesco S&P 500 Downside Hedged ETF buyer in Q1 2022 was Stratos Wealth Partners, an estimated $15.7M added.
- The largest Invesco S&P 500 Downside Hedged ETF seller in Q1 2022 was January Capital Advisors, an estimated $2.56M sold.
Based on aggregated 13F filings for Q1 2022.