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PHDG

PowerShares S&P 500 Downside Hedged Portfolio

Phdg

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Summary

The investment seeks to achieve positive total returns in rising or falling markets that are not directly correlated to broad equity or fixed income market returns. The fund uses a quantitative, rules based strategy to allocate its assets among components of the S&P 500® Dynamic VEQTOR Index in a combination of (i) equity securities contained in the S&P 500® Index and that are listed on a U.S. securities exchange, (ii) Chicago Board Options Exchange Volatility Index related instruments, such as listed VIX Index futures contracts that reflect exposure to the S&P 500® VIX Short Term Futures Index, and (iii) money market instruments, cash and cash equivalents.

Market Cap: 23.1 Million

Primary Exchange: NYSE Arca

Website: http://www.invescopowershares.com

Shares Outstanding: 800 Thousand

Float: 800 Thousand

Dividend: 0.66459 (2.3%)

Beta: 0.586946

Sector:

Industry:

Short Interest (): 0

Ethical Flags

Gambling

Longest drawdown: 795 trading days

From: 2014-12-05 To: 2018-02-05

Lowest Point:

Can ETFs Provide Downside Protection?

via: SeekingAlpha at 2019-04-10 01:44:57:000

Rena wants to know a hedged ETF can protect her investments. Q. We would like to find a product that will offer good, solid downside protection. I purchased the Invesco S&P 500 Downside Hedged ETF (PHDG), but I'm not sure if just leaving it in our portfolio is a good idea. We have a… read more...

Can ETFs Provide Downside Protection?

via: SeekingAlpha at 2019-04-10 01:44:57:000

Rena wants to know a hedged ETF can protect her investments. Q. We would like to find a product that will offer good, solid downside protection. I purchased the Invesco S&P 500 Downside Hedged ETF (PHDG), but I'm not sure if just leaving it in our portfolio is a good idea. We have a… read more...

Can ETFs Provide Downside Protection?

via: SeekingAlpha at 2019-04-10 01:44:57:000

Rena wants to know a hedged ETF can protect her investments. Q. We would like to find a product that will offer good, solid downside protection. I purchased the Invesco S&P 500 Downside Hedged ETF (PHDG), but I'm not sure if just leaving it in our portfolio is a good idea. We have a… read more...

Can You Get Alpha Out Of ETFs?

via: SeekingAlpha at 2018-07-18 05:36:51:000

This article first appeared in Wealth Management magazine and online at Brad Zigler Zero in on a fund's active weight for answers. Back in April, Bloomberg columnist Jim Bianco decried the decline of active management, claiming many fund runners are being skunked by low-cost and pa… read more...

Can You Get Alpha Out Of ETFs?

via: SeekingAlpha at 2018-07-18 05:36:51:000

This article first appeared in Wealth Management magazine and online at Brad Zigler Zero in on a fund's active weight for answers. Back in April, Bloomberg columnist Jim Bianco decried the decline of active management, claiming many fund runners are being skunked by low-cost and pa… read more...

Can You Get Alpha Out Of ETFs?

via: SeekingAlpha at 2018-07-18 05:36:51:000

This article first appeared in Wealth Management magazine and online at Brad Zigler Zero in on a fund's active weight for answers. Back in April, Bloomberg columnist Jim Bianco decried the decline of active management, claiming many fund runners are being skunked by low-cost and pa… read more...

Did Low-Volatility Strategies Fail Investors?

via: SeekingAlpha at 2018-02-27 16:51:40:000

This article first appeared in the March issue of Wealth Management magazine and online at Brad-Zigler. A rebound to a more normal state was inevitable. February's market break caught many investors by surprise. Many who thought they had girded their portfolios against volatility… read more...

Did Low-Volatility Strategies Fail Investors?

via: SeekingAlpha at 2018-02-27 16:51:40:000

This article first appeared in the March issue of Wealth Management magazine and online at Brad-Zigler. A rebound to a more normal state was inevitable. February's market break caught many investors by surprise. Many who thought they had girded their portfolios against volatility… read more...

Did Low-Volatility Strategies Fail Investors?

via: SeekingAlpha at 2018-02-27 16:51:40:000

This article first appeared in the March issue of Wealth Management magazine and online at Brad-Zigler. A rebound to a more normal state was inevitable. February's market break caught many investors by surprise. Many who thought they had girded their portfolios against volatility… read more...

Quant funds struggle as edge providers sleep easy in index funds

via: SeekingAlpha at 2017-08-10 10:39:09:000

Quant fund managers are struggling to keep pace with other hedge funds and market indexes as the low volatility environment evaporates their expected edge . More news on: Global X Guru Index ETF, Direxion iBillionaire Index ETF, AlphaClone Alternative Alpha ETF, Quick stock ideas, News on… read more...

How To Find The Best Style ETFs Q1'17

via: SeekingAlpha at 2017-03-23 11:28:42:000

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available? Don't Trust ETF Labels There are at least 83 different All Cap Blend ETFs and at least 293 ETFs across twelve styles. Do investors need 24+ cho… read more...

Best And Worst Q1'17 Large Cap Blend Style ETFs And Mutual Funds

via: SeekingAlpha at 2017-03-03 11:57:55:000

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our Q1'17 Style Ratings for ETFs and Mutual Funds report. Last quarter , the Large Cap Blend style ranked first as well. It gets our Attractive rating, which is based on an aggregation of ratings of 31 ETFs a… read more...

Mixed Performance For Top Alpha-Seeking ETFs

via: SeekingAlpha at 2017-02-24 03:43:59:000

Exchange-traded funds (ETFs) came into this world as passive vehicles, designed to offer low-cost and tax-efficient exposure to indices. Their raison d'tre was beta, pure and simple. But, things became complicated. Competition in the ETF space long ago consumed all the licensing opport… read more...

The Top 5 Political Uncertainties In 2017

via: SeekingAlpha at 2017-02-13 08:22:29:000

Last year proved how difficult elections were to forecast, and elections in 2017 may prove no easier. Britain's vote to exit the EU in June 2016 and Donald Trump's election in November 2016 may both be behind us, but populist movements in Europe continue to gain momentum and call for drastic p… read more...

Welcome To Hedge Funds' Stunning Pass-Through Fees

via: SeekingAlpha at 2017-01-24 09:00:39:000

A recent piece by Reuters' Lawrence Delevingne notes that hedge-fund investors - long subjected to inflated management fees - are losing patience, particularly with "pass-through fees" which allow funds to charge clients for travel, research, bonuses on top of the 2-and-20 (2% of AUM and 20%… read more...

I'm Fully Hedged For 2017 (Mark Bern)

via: SeekingAlpha at 2017-01-23 07:15:00:000

(click to enlarge) Mark Bern is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit . In the summit, one of the questions I asked Mark was how is he positioning his portfolio for 2017. Below is an excerpt from the interview and a summary of his response. … read more...

The Case For Hedge Funds Is Evaporating

via: SeekingAlpha at 2017-01-22 07:27:08:000

A recent article in the Financial Analysts Journal ((FAJ)) argued that, despite recent setbacks, hedge funds offer diversification benefits to the investor. Its author based the conclusion on performance measures obtained from hedge fund indices. I differ with his methods and offer an alte… read more...

Shorting VIX: Whoa Nelly

via: SeekingAlpha at 2017-01-19 08:00:00:000

At the CBOE's 2nd annual Risk Management Conference held in Hong Kong last month, volatility experts Tanuj Dutt and Selim Piot presented the potential diversification benefits of the inclusion of short volatility strategies in traditional portfolios. 1 Specifically, Piot highlighted the benef… read more...

Inflator-In-Chief

via: SeekingAlpha at 2017-01-05 07:00:00:000

The U.S. economy appears to be at the brink of great change. After two terms of a Democrat White House, Republican Donald Trump will take over as Chief Executive on Jan 20th. While many of the specifics still remain vague, some broad details of Trump's economic policies have already been made … read more...

Ex-Date Payment Date Record Date Declared Date Amount Flag Dividend Type Qualified Indicated
2017-12-18 2017-12-29 2017-12-19 2017-12-15 0.25058 Dividend income
2017-09-18 2017-09-29 2017-09-19 2017-09-15 0.18118 Dividend income
2017-06-16 2017-06-30 2017-06-20 2017-06-15 0.06668 Dividend income
2017-03-31 2017-03-31 SU Dividend income
2016-12-16 2016-12-30 2016-12-20 2016-12-15 0.27432 Dividend income
2016-09-16 2016-09-30 2016-09-20 2016-09-15 0.0951 Dividend income
2016-06-17 2016-06-30 2016-06-21 2016-06-16 0.11704 Dividend income
2016-03-18 2016-03-31 2016-03-22 2016-03-17 0.06398 Dividend income
2015-12-24 2015-12-31 2015-12-29 2015-12-23 0.04366 SP Dividend income
2015-12-18 2015-12-31 2015-12-22 2015-12-17 0.14654 Dividend income
2015-09-18 2015-09-30 2015-09-22 2015-09-17 0.07053 Dividend income
2015-06-19 2015-06-30 2015-06-23 2015-06-18 0.0777 Dividend income
2015-03-20 2015-03-31 2015-03-24 2015-03-19 0.06713 Dividend income
2014-12-24 2014-12-31 2014-12-29 2014-12-23 1.12623 Short term capital gain
2014-12-19 2014-12-31 2014-12-23 2014-12-18 0.1042 Dividend income
2014-09-19 2014-09-30 2014-09-23 2014-09-18 0.05248 Dividend income
2014-06-20 2014-06-30 2014-06-24 2014-06-19 0.06288 Dividend income
2014-03-21 2014-03-31 2014-03-25 2014-03-20 0.06531 Dividend income
2013-12-20 2013-12-31 2013-12-24 2013-12-19 0.2921 Dividend income
2013-09-20 2013-09-30 2013-09-24 2013-09-19 0.04546 Dividend income
2013-06-21 2013-06-28 2013-06-25 2013-06-20 0.08291 Dividend income
2013-03-15 2013-03-28 2013-03-19 2013-03-14 0.07096 Dividend income
Ex-Date Declared Date Record Date Payment Date Ratio To Factor For Factor
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