Invesco S&P 500 Downside Hedged ETF
PHDG
58 hedge funds and large institutions have $133M invested in Invesco S&P 500 Downside Hedged ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 14 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
13% more capital invested
Capital invested by funds: $118M → $133M (+$15.3M)
11% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 18
4.45% more ownership
Funds ownership: 44.55% → 48.99% (+4.4%)
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
3% less funds holding
Funds holding: 60 → 58 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$9.36M |
| 2 |
CPC
Congress Park Capital
Saratoga Springs,
New York
|
+$4.19M |
| 3 |
BFG
Baron Financial Group
Fair Lawn,
New Jersey
|
+$3.13M |
| 4 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$2.51M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.22M |
| 2 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$2.44M |
| 3 |
Jane Street
New York
|
-$2.04M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.74M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$1.66M |
PHDG Hedge Fund Activity: Q3 2022 in Review
58 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Downside Hedged ETF (PHDG) for Q3 2022, worth a combined $133M — up 13% from $118M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of PHDG and 13 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 20 added.
The largest buyer was Flagship Harbor Advisors, adding an estimated $9.36M. The largest seller was LPL Financial, cutting an estimated $3.22M.
- 58 institutional investors held Invesco S&P 500 Downside Hedged ETF (PHDG) as of Q3 2022, down from 60 in Q2 2022.
- Funds reported $133M of Invesco S&P 500 Downside Hedged ETF stock for Q3 2022, up 13% quarter-over-quarter.
- 13 funds opened new Invesco S&P 500 Downside Hedged ETF positions in Q3 2022 and 14 closed out, a net change of -1 holder.
- The largest Invesco S&P 500 Downside Hedged ETF buyer in Q3 2022 was Flagship Harbor Advisors, an estimated $9.36M added.
- The largest Invesco S&P 500 Downside Hedged ETF seller in Q3 2022 was LPL Financial, an estimated $3.22M sold.
Based on aggregated 13F filings for Q3 2022.