Invesco S&P 500 Downside Hedged ETF (PHDG) Institutional Ownership

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$37.26

-0.05 (-0.13%)

(As of 06/14/2024 08:51 PM ET)

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Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 20
Total Institutional Inflows (last 12 months): $54.99M

Number of Institutional Sellers (last 12 months): 23
Total Institutional Outflows (last 12 months): $36.95M

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PHDG Institutional Buying and Selling by Quarter

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Invesco S&P 500 Downside Hedged ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/21/2024	Atria Investments Inc	31,691	$1.17M	0.0%	+1.6%	0.990%
5/17/2024	WealthPlan Investment Management LLC	6,267	$230K	0.0%	-95.2%	0.196%
5/9/2024	Orion Portfolio Solutions LLC	24,891	$916K	0.0%	+30.2%	0.778%
5/4/2024	Geneos Wealth Management Inc.	31,578	$1.16M	0.1%	+11.9%	0.987%
4/30/2024	Private Advisor Group LLC	87,520	$3.22M	0.0%	-45.2%	2.735%
4/23/2024	Lunt Capital Management Inc.	38,216	$1.41M	0.7%	+4.8%	1.194%
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4/12/2024	First PREMIER Bank	368,670	$13.56M	3.6%	-0.7%	11.521%
4/11/2024	International Assets Investment Management LLC	24,753	$908K	0.0%	-25.2%	0.774%
2/14/2024	Asset Allocation Strategies LLC	406,337	$13.91M	5.4%	-6.2%	7.967%
2/13/2024	Anson Capital Inc.	25,207	$863K	1.4%	-79.5%	0.494%
2/9/2024	Orion Portfolio Solutions LLC	19,115	$649K	0.0%	N/A	0.375%
2/7/2024	Darwin Wealth Management LLC	56,162	$1.92M	0.5%	-7.6%	1.101%
2/6/2024	Private Advisor Group LLC	159,633	$5.46M	0.0%	+11.7%	3.130%
2/5/2024	HHM Wealth Advisors LLC	4,372	$150K	0.0%	-13.7%	0.086%
2/2/2024	Kovack Advisors Inc.	41,564	$1.42M	0.2%	N/A	0.815%
2/1/2024	CWM LLC	139,088	$4.76M	0.0%	-5.6%	2.727%
1/31/2024	Family Capital Management Inc.	39,779	$1.36M	1.0%	-63.6%	0.780%
1/30/2024	Lunt Capital Management Inc.	36,452	$1.25M	0.6%	+3.8%	0.715%
1/26/2024	Geneos Wealth Management Inc.	28,218	$966K	0.0%	N/A	0.553%
1/25/2024	International Assets Investment Management LLC	33,113	$1.13M	0.0%	-29.0%	0.649%
1/24/2024	Stratos Wealth Partners LTD.	62,375	$2.14M	0.0%	-29.0%	1.223%
1/24/2024	Sowell Financial Services LLC	58,422	$2M	0.1%	-6.7%	1.146%
1/24/2024	International Assets Investment Management LLC	1,133,458	$38.80M	0.0%	+2,331.4%	22.225%
1/22/2024	Baron Financial Group LLC	16,950	$580K	0.4%	-86.6%	0.332%
1/17/2024	First PREMIER Bank	371,378	$12.71M	3.6%	-6.6%	7.282%
1/11/2024	Patten Group Inc.	79,312	$2.72M	0.7%	+2.7%	1.555%
1/5/2024	WealthPlan Investment Management LLC	130,828	$4.48M	0.7%	+7.2%	2.565%
11/17/2023	Asset Allocation Strategies LLC	433,127	$13.50M	6.2%	+3.6%	8.493%
11/15/2023	WealthPlan Investment Management LLC	122,032	$3.80M	0.5%	+29,809.8%	2.393%
11/13/2023	Mariner LLC	153,281	$4.78M	0.0%	-18.1%	3.006%
11/13/2023	LPL Financial LLC	191,364	$5.96M	0.0%	-19.4%	3.752%
11/13/2023	Clearstead Advisors LLC	2,506	$78K	0.0%	+32.4%	0.049%
11/13/2023	Kestra Advisory Services LLC	44,553	$1.39M	0.0%	N/A	0.874%
11/8/2023	Sowell Financial Services LLC	62,630	$1.95M	0.1%	-0.6%	1.228%
11/7/2023	Darwin Wealth Management LLC	60,777	$1.89M	0.5%	-2.0%	1.192%
11/7/2023	Clearstead Advisors LLC	2,506	$78K	0.0%	+32.4%	0.049%
11/7/2023	Atria Investments Inc	35,043	$1.09M	0.0%	-18.5%	0.687%
11/3/2023	Private Advisor Group LLC	142,907	$4.45M	0.0%	+6.3%	2.802%
11/2/2023	WFA of San Diego LLC	62,279	$1.94M	2.0%	-4.2%	1.221%
11/2/2023	WealthPlan Investment Management LLC	52,160	$1.63M	0.2%	+12,684.3%	1.023%
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10/31/2023	Lunt Capital Management Inc.	35,108	$1.09M	0.6%	+14.9%	0.688%
10/26/2023	Paul Damon & Associates Inc.	109,418	$3.41M	2.3%	-2.8%	2.145%
10/24/2023	Stratos Wealth Partners LTD.	87,808	$2.74M	0.1%	-5.4%	1.722%
10/23/2023	Commonwealth Equity Services LLC	14,586	$454K	0.0%	-38.0%	0.286%
10/19/2023	Connecticut Wealth Management LLC	10,483	$327K	0.0%	-61.1%	0.206%
10/19/2023	Baron Financial Group LLC	126,830	$3.95M	2.6%	-1.8%	2.487%
10/17/2023	Flagship Harbor Advisors LLC	48,754	$1.52M	0.1%	+11.5%	0.956%
10/16/2023	First PREMIER Bank	397,562	$12.39M	3.8%	-6.2%	7.795%
10/12/2023	Patten Group Inc.	77,249	$2.41M	0.7%	+4.2%	1.515%
10/11/2023	CWM LLC	147,407	$4.59M	0.0%	-28.1%	2.890%
10/10/2023	International Assets Investment Management LLC	46,617	$1.55M	0.1%	N/A	0.914%
10/4/2023	International Assets Investment Management LLC	46,617	$1.55M	0.1%	N/A	0.914%
8/14/2023	Sowell Financial Services LLC	62,982	$2.10M	0.1%	+7.8%	1.235%
8/11/2023	Beta Wealth Group Inc.	41,322	$1.38M	0.8%	+0.9%	0.810%
8/10/2023	Osaic Holdings Inc.	82,101	$2.73M	0.0%	+11.4%	1.610%
8/10/2023	WFA of San Diego LLC	65,029	$2.17M	2.1%	-17.6%	1.275%
8/10/2023	Private Advisor Group LLC	134,451	$4.48M	0.0%	+5.2%	2.636%
8/4/2023	Atria Investments Inc	42,988	$1.43M	0.0%	-30.2%	0.843%
8/4/2023	Advisors Preferred LLC	2,187	$73K	0.0%	N/A	0.043%
8/4/2023	IFP Advisors Inc	1,200	$34K	0.0%	-63.4%	0.024%
8/3/2023	CWM LLC	204,943	$6.83M	0.0%	-13.7%	4.018%
8/3/2023	Baron Financial Group LLC	129,170	$4.30M	2.7%	+4.3%	2.533%
8/2/2023	Anson Capital Inc.	121,725	$4.06M	7.5%	+14.6%	2.387%
7/31/2023	LPL Financial LLC	237,385	$7.91M	0.0%	-21.3%	4.655%
7/31/2023	WealthPLAN Partners LLC	39,358	$1.31M	0.2%	-28.0%	0.772%
7/26/2023	Patten Group Inc.	74,166	$2.47M	0.4%	+18.0%	1.206%
7/25/2023	WealthPlan Investment Management LLC	408	$73K	0.0%	-99.6%	0.007%
7/18/2023	Stratos Wealth Partners LTD.	92,863	$3.09M	0.1%	+27.5%	1.510%
7/13/2023	First PREMIER Bank	424,020	$14.12M	4.0%	-2.4%	6.895%
7/12/2023	Darwin Wealth Management LLC	61,999	$2.07M	0.5%	-1.6%	1.008%
7/11/2023	Flagship Harbor Advisors LLC	43,744	$1.46M	0.1%	-18.8%	0.711%
5/16/2023	Asset Allocation Strategies LLC	57,546	$1.89M	5.4%	-82.6%	0.859%
5/15/2023	Equitable Holdings Inc.	616,408	$20.26M	0.3%	+352.2%	9.200%
5/10/2023	Atria Investments Inc	61,591	$2.02M	0.0%	-2.2%	0.919%
5/10/2023	Private Advisor Group LLC	127,790	$4.20M	0.0%	N/A	1.907%
5/10/2023	LPL Financial LLC	301,518	$9.91M	0.0%	-6.5%	4.500%
5/10/2023	WealthPLAN Partners LLC	54,652	$1.80M	0.2%	-66.4%	0.816%
5/9/2023	Beta Wealth Group Inc.	40,955	$1.35M	0.8%	-49.7%	0.611%
5/9/2023	Clearstead Advisors LLC	1,274	$42K	0.0%	+55.9%	0.019%
5/8/2023	WealthPlan Investment Management LLC	116,037	$3.81M	0.7%	-28.7%	1.732%
5/5/2023	Capital Analysts LLC	29,609	$973K	0.1%	+19.8%	0.442%
5/2/2023	HHM Wealth Advisors LLC	5,067	$167K	0.0%	N/A	0.076%
5/1/2023	CWM LLC	237,378	$7.80M	0.1%	-55.6%	3.543%
4/27/2023	Stratos Wealth Partners LTD.	72,837	$2.39M	0.1%	-27.8%	1.087%
4/21/2023	Kovack Advisors Inc.	57,293	$1.88M	0.3%	-1.1%	0.855%
4/18/2023	IFP Advisors Inc	3,276	$93K	0.0%	-39.1%	0.049%
4/18/2023	Darwin Wealth Management LLC	62,999	$2.08M	0.6%	-69.5%	0.940%
4/17/2023	WFA of San Diego LLC	78,914	$2.59M	2.7%	-8.8%	1.178%
4/12/2023	Flagship Harbor Advisors LLC	53,848	$1.77M	0.2%	-85.2%	0.764%
4/10/2023	First PREMIER Bank	434,413	$14.28M	4.2%	-0.9%	6.162%
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4/6/2023	Patten Group Inc.	62,869	$2.07M	0.6%	+7.9%	0.892%
4/6/2023	Baron Financial Group LLC	123,890	$4.07M	2.6%	+14.2%	1.757%
2/22/2023	Kovack Advisors Inc.	57,959	$1.87M	0.3%	-19.1%	0.811%
2/16/2023	WealthPLAN Partners LLC	162,884	$5.46M	0.4%	N/A	2.278%
2/16/2023	Asset Allocation Strategies LLC	331,553	$10.70M	7.3%	N/A	4.637%
2/13/2023	GeoWealth Management LLC	5,980	$193K	0.0%	-27.2%	0.084%
2/13/2023	Beta Wealth Group Inc.	81,423	$2.63M	1.8%	+2.3%	1.139%
2/10/2023	TCG Advisory Services LLC	7,037	$227K	0.0%	+17.6%	0.098%
2/10/2023	Advisor Group Holdings Inc.	101,635	$3.28M	0.0%	+76.4%	1.421%
2/9/2023	Sowell Financial Services LLC	62,348	$2.01M	0.1%	+7.6%	0.872%

(Data available from 1/1/2016 forward)

PHDG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHDG shares?: During the previous two years, 72 institutional investors and hedge funds held shares of Invesco S&P 500 Downside Hedged ETF. The most heavily invested institutionals were Equitable Holdings Inc. ($20.26M), Asset Allocation Strategies LLC ($13.91M), First PREMIER Bank ($13.56M), Envestnet Asset Management Inc. ($8.24M), Strategic Wealth Advisors Group LLC ($7.20M), LPL Financial LLC ($5.96M), and Mariner LLC ($4.78M).Learn more on PHDG's institutional investors.
Which institutional investors have been buying Invesco S&P 500 Downside Hedged ETF stock?: Of the 55 institutional investors that purchased Invesco S&P 500 Downside Hedged ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.25M), Equitable Holdings Inc. ($480.09K), Asset Allocation Strategies LLC ($346.67K), WealthPlan Investment Management LLC ($342.17K), Flagship Harbor Advisors LLC ($319.77K), Private Advisor Group LLC ($197.47K), and Envestnet Asset Management Inc. ($190.88K).
How much institutional buying is happening at Invesco S&P 500 Downside Hedged ETF?: Institutional investors have bought a total of 4,746,755 shares in the last 24 months. This purchase volume represents approximately $157.45M in transactions.

Which Invesco S&P 500 Downside Hedged ETF major shareholders have been selling company stock?: Of the 47 institutional investors that sold Invesco S&P 500 Downside Hedged ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CWM LLC ($505.43K), LPL Financial LLC ($483.07K), Stratos Wealth Partners LTD. ($453.96K), Flagship Harbor Advisors LLC ($319.34K), Asset Allocation Strategies LLC ($300.80K), WealthPlan Investment Management LLC ($287.01K), and Garrett Investment Advisors LLC ($261.48K).
How much institutional selling is happening at Invesco S&P 500 Downside Hedged ETF?: Institutional investors have sold a total of 3,860,724 shares in the last 24 months. This volume of shares sold represents approximately $127.77M in transactions.