Invesco S&P 500 Downside Hedged ETFPHDG
PHDG
0
Funds holding %
of 7,419 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
7% less funds holding
Funds holding: 46 [Q3] → 43 (-3) [Q4]
9.15% less ownership
Funds ownership: 59.64% [Q3] → 50.49% (-9.15%) [Q4]
17% less capital invested
Capital invested by funds: $69.5M [Q3] → $57.4M (-$12.1M) [Q4]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q3] → 1 (-1) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for PHDG.
Financial journalist opinion
Negative
Zacks Investment Research
1 month ago
ETFs to Hedge Against Volatility Amid Trade & Slowdown Worries
Investors should consider applying hedging techniques to their equity portfolio to reduce overall volatility.
Neutral
Zacks Investment Research
1 month ago
The Zacks Analyst Blog CCOR, BALT, XRMI, PHDG and HEQT
CCOR, BALT, XRMI, PHDG and HEQT are included in this Analyst Blog.
Negative
Zacks Investment Research
1 month ago
Low-Beta ETFs to Hedge Against Trade War Risks
Investors seeking to remain invested in the equity world with downside protection should invest in low-beta ETFs.
Negative
Seeking Alpha
7 months ago
PHDG: Not A Bad Time To Consider For A Possible Extreme
Invesco S&P 500® Downside Hedged ETF uses a quantitative, rules-based approach to track the S&P 500 Dynamic VEQTOR Index, offering exposure to equities and a hedge against volatility. The PHDG fund's strategy involves shifting allocations between equity, volatility, and cash, making it defensive and adaptable to market changes. PHDG stands out from other low-volatility ETFs due to its VIX futures positioning, providing a unique hedge during market turbulence.
Negative
Seeking Alpha
7 months ago
PHDG: Better Alternatives Exist For Hedged S&P 500 Returns
Invesco S&P 500 Downside Hedged ETF aims to achieve positive total returns in both rising and falling markets through a three-sleeve approach. PHDG's performance has been disappointing compared to peers like PJUL and HEQT, which employ systematic collar strategies and consistently invest in the S&P 500. Retail investors seeking S&P 500 exposure with less volatility may be better served by funds like PJUL or HEQT rather than PHDG.
Negative
Zacks Investment Research
8 months ago
Low-Beta ETFs to Buy Amid Market Turmoil
Investors may remain invested in the equity world with some downside protection by investing in low-beta ETFs.
Negative
Zacks Investment Research
8 months ago
5 ETFs to Bet On Amid Tech-Driven Market Sell-Off
Volatility has risen in recent weeks amid the tech sell-off and upcoming elections. Investors should apply some hedging techniques to their equity portfolio to reduce the overall volatility or protect against significant market downturns.
Positive
Zacks Investment Research
1 year ago
Hedge Market Volatility With These ETFs
Market volatility has returned this year on fading bets over interest rate cuts, with the CBOE Volatility Index, also known as fear gauge, rising to a two-month high.
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