Invesco S&P 500 Downside Hedged ETF
PHDG
46 hedge funds and large institutions have $70.5M invested in Invesco S&P 500 Downside Hedged ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 7 closing their positions.
1.53% more ownership
Funds ownership: 60.2% → 61.73% (+1.5%)
0% more capital invested
Capital invested by funds: $70.2M → $70.5M (+$317K)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
2% less funds holding
Funds holding: 47 → 46 (-1)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$3.64M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.38M |
| 3 |
Goldman Sachs
New York
|
+$1.21M |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$640K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$578K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.97M |
| 2 |
AAS
Asset Allocation Strategies
Farmington,
Michigan
|
-$1.88M |
| 3 |
CPC
Congress Park Capital
Saratoga Springs,
New York
|
-$753K |
| 4 |
Jane Street
New York
|
-$435K |
| 5 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$406K |
PHDG Hedge Fund Activity: Q4 2024 in Review
46 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Downside Hedged ETF (PHDG) for Q4 2024, worth a combined $70.5M — up 0.45% from $70.2M a quarter earlier.
Fund positioning in PHDG was balanced in Q4 2024: 7 funds opened new positions, 7 closed out, 16 added to existing stakes and 16 trimmed.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $3.64M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.97M sold.
- 46 institutional investors held Invesco S&P 500 Downside Hedged ETF (PHDG) as of Q4 2024, down from 47 in Q3 2024.
- Funds reported $70.5M of Invesco S&P 500 Downside Hedged ETF stock for Q4 2024, up 0.45% quarter-over-quarter.
- 7 funds opened new Invesco S&P 500 Downside Hedged ETF positions in Q4 2024 and 7 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 Downside Hedged ETF buyer in Q4 2024 was Kovitz Investment Group Partners, an estimated $3.64M added.
- The largest Invesco S&P 500 Downside Hedged ETF seller in Q4 2024 was Susquehanna International Group, an estimated $1.97M sold.
Based on aggregated 13F filings for Q4 2024.