Invesco S&P 500 Downside Hedged ETF
PHDG
48 hedge funds and large institutions have $75.7M invested in Invesco S&P 500 Downside Hedged ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
12% more capital invested
Capital invested by funds: $67.4M → $75.7M (+$8.27M)
12% more funds holding
Funds holding: 43 → 48 (+5)
4.08% more ownership
Funds ownership: 57.29% → 61.37% (+4.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
55% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$7.13M |
| 2 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$1.47M |
| 3 |
PG
Patten Group
Chattanooga,
Tennessee
|
+$374K |
| 4 |
Jane Street
New York
|
+$264K |
| 5 |
LCM
Lunt Capital Management
Holladay,
Utah
|
+$223K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$827K |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$571K |
| 3 |
FPB
First PREMIER Bank
Sioux Falls,
South Dakota
|
-$546K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$490K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$416K |
PHDG Hedge Fund Activity: Q2 2024 in Review
48 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Downside Hedged ETF (PHDG) for Q2 2024, worth a combined $75.7M — up 12% from $67.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PHDG positions and 2 closed out — a net gain of 5 holders — while 10 added to existing stakes and 22 trimmed.
The largest buyer was Financial Enhancement Group, opening a new position worth an estimated $7.13M. The largest seller was Osaic Holdings, cutting an estimated $827K.
- 48 institutional investors held Invesco S&P 500 Downside Hedged ETF (PHDG) as of Q2 2024, up from 43 in Q1 2024.
- Funds reported $75.7M of Invesco S&P 500 Downside Hedged ETF stock for Q2 2024, up 12% quarter-over-quarter.
- 7 funds opened new Invesco S&P 500 Downside Hedged ETF positions in Q2 2024 and 2 closed out, a net change of +5 holders.
- The largest Invesco S&P 500 Downside Hedged ETF buyer in Q2 2024 was Financial Enhancement Group, an estimated $7.13M added.
- The largest Invesco S&P 500 Downside Hedged ETF seller in Q2 2024 was Osaic Holdings, an estimated $827K sold.
Based on aggregated 13F filings for Q2 2024.