Invesco S&P 500 Downside Hedged ETF
PHDG
62 hedge funds and large institutions have $154M invested in Invesco S&P 500 Downside Hedged ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 12 closing their positions.
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
38% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 16
16% more capital invested
Capital invested by funds: $133M → $154M (+$20.8M)
13.15% more ownership
Funds ownership: 48.99% → 62.14% (+13%)
7% more funds holding
Funds holding: 58 → 62 (+4)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$6.48M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.48M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$6M |
| 4 |
EH
Equitable Holdings
New York
|
+$4.63M |
| 5 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$3.74M |
| 2 |
CPC
Congress Park Capital
Saratoga Springs,
New York
|
-$2.09M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.74M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.28M |
| 5 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
-$1.03M |
PHDG Hedge Fund Activity: Q4 2022 in Review
62 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Downside Hedged ETF (PHDG) for Q4 2022, worth a combined $154M — up 16% from $133M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PHDG positions and 12 closed out — a net gain of 6 holders — while 22 added to existing stakes and 16 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $6.48M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $3.74M.
- 62 institutional investors held Invesco S&P 500 Downside Hedged ETF (PHDG) as of Q4 2022, up from 58 in Q3 2022.
- Funds reported $154M of Invesco S&P 500 Downside Hedged ETF stock for Q4 2022, up 16% quarter-over-quarter.
- 18 funds opened new Invesco S&P 500 Downside Hedged ETF positions in Q4 2022 and 12 closed out, a net change of +6 holders.
- The largest Invesco S&P 500 Downside Hedged ETF buyer in Q4 2022 was MML Investors Services, an estimated $6.48M added.
- The largest Invesco S&P 500 Downside Hedged ETF seller in Q4 2022 was Carson Wealth (CWM LLC), an estimated $3.74M sold.
Based on aggregated 13F filings for Q4 2022.