Free Trial

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

$34.63 -0.37 (-1.06%)
As of 06/13/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Downside Hedged ETF (NYSEARCA:PHDG)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$26.56M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$7.53M
Get PHDG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P 500 Downside Hedged ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PHDG Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.43,098$1.57M0.1%+2.4%1.461%
5/15/2025 Royal Bank of Canada26,534$968K0.0%-2.4%0.899%
5/15/2025 OLD Mission Capital LLC22,628$825K0.0%N/A0.767%
5/14/2025 Kestra Advisory Services LLC93,732$3.42M0.0%+170.2%3.177%
5/12/2025 Lcnb Corp125,924$4.59M1.7%N/A4.269%
5/8/2025 Geneos Wealth Management Inc.109,978$4.01M0.1%+161.3%3.728%
5/7/2025 LPL Financial LLC109,396$3.99M0.0%-32.4%3.708%
5/6/2025 Avantax Advisory Services Inc.6,481$236K0.0%N/A0.209%
5/5/2025 Lunt Capital Management Inc.68,728$2.51M0.9%+9.9%2.217%
5/5/2025 Private Advisor Group LLC102,571$3.74M0.0%-1.4%3.309%
5/2/2025 Fortis Group Advisors LLC10,344$377K0.1%-74.6%0.334%
4/30/2025 Family Capital Management Inc.25,068$914K0.6%-1.6%0.809%
4/29/2025 Envestnet Asset Management Inc.46,683$1.70M0.0%+474.6%1.506%
4/29/2025 Silver Oak Securities Incorporated26,605$962K0.1%+12.8%0.858%
4/24/2025 Philip James Wealth Mangement LLC115,034$4.20M0.5%+2.3%3.711%
4/23/2025 International Assets Investment Management LLC11,085$404K0.0%-13.2%0.358%
4/22/2025 First PREMIER Bank347,680$12.68M3.2%-0.4%11.215%
4/22/2025 Congress Park Capital LLC18,400$671K0.3%N/A0.594%
4/17/2025 Sowell Financial Services LLC73,615$2.69M0.1%+2.3%2.375%
4/17/2025 Grant Private Wealth Management Inc8,214$300K0.3%N/A0.265%
2/18/2025 Sunbelt Securities Inc.2,373$89K0.0%-12.5%0.074%
2/14/2025 Kovitz Investment Group Partners LLC94,971$3.54M0.0%N/A2.968%
2/13/2025 Mariner LLC18,428$686K0.0%-6.6%0.576%
2/13/2025 Envestnet Asset Management Inc.8,124$303K0.0%N/A0.254%
2/12/2025 Orion Portfolio Solutions LLC15,125$563K0.0%-11.5%0.473%
2/11/2025 LPL Financial LLC161,906$6.03M0.0%+62.1%5.060%
2/7/2025 Sowell Financial Services LLC71,926$2.68M0.1%+30.2%2.248%
2/6/2025 Patten Group Inc.116,164$4.33M1.0%+8.7%3.630%
2/5/2025 Kovack Advisors Inc.40,849$1.52M0.1%+1.3%1.277%
2/3/2025 Private Advisor Group LLC103,987$3.87M0.0%+17.0%3.250%
1/31/2025 Fortis Group Advisors LLC40,748$1.52M0.3%+18.8%1.273%
1/31/2025 Philip James Wealth Mangement LLC112,446$4.19M0.5%+0.5%3.514%
1/27/2025 Silver Oak Securities Incorporated23,585$882K0.1%+25.4%0.737%
1/27/2025 Stratos Wealth Partners LTD.31,386$1.17M0.0%-8.8%0.981%
1/24/2025 Lunt Capital Management Inc.62,561$2.33M0.9%+19.7%1.955%
1/21/2025 Geneos Wealth Management Inc.42,084$1.57M0.1%+7.2%1.315%
1/17/2025 First PREMIER Bank349,099$13.00M3.3%-0.8%10.909%
1/8/2025 International Assets Investment Management LLC12,764$477K0.0%N/A0.399%
11/18/2024 Asset Allocation Strategies LLC313,916$12.00M3.4%-19.1%9.810%
11/15/2024 Orion Portfolio Solutions LLC17,085$653K0.0%-9.3%0.534%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
11/15/2024 Jane Street Group LLC11,392$435K0.0%+57.0%0.356%
11/15/2024 Wolverine Trading LLC9,747$371K0.0%N/A0.305%
11/14/2024WFA of San Diego LLC55,334$2.11M1.8%-1.6%1.729%
11/12/2024 Family Capital Management Inc.25,582$977K0.6%-16.3%0.799%
11/8/2024Darwin Wealth Management LLC72,959$2.79M0.8%-6.5%2.280%
11/1/2024 Philip James Wealth Mangement LLC111,890$4.28M0.5%+4.4%3.497%
10/24/2024 Lunt Capital Management Inc.52,279$2.00M0.9%+17.9%1.634%
10/23/2024 Silver Oak Securities Incorporated18,801$716K0.1%+319.9%0.588%
10/22/2024 Private Advisor Group LLC88,914$3.40M0.0%+3.1%2.779%
10/21/2024 Fortis Group Advisors LLC34,299$1.31M0.2%N/A1.072%
10/9/2024 Congress Park Capital LLC19,700$753K0.3%N/A0.616%
10/9/2024 Patten Group Inc.106,831$4.08M0.9%+15.2%3.338%
10/8/2024 First PREMIER Bank351,869$13.44M3.4%-0.5%10.996%
7/17/2024 First PREMIER Bank353,642$13.23M3.5%-4.1%11.051%
7/10/2024 CWM LLC1,931$72K0.0%-15.3%0.060%
5/21/2024 Atria Investments Inc31,691$1.17M0.0%+1.6%0.990%
5/17/2024 WealthPlan Investment Management LLC6,267$230K0.0%-95.2%0.196%
5/9/2024 Orion Portfolio Solutions LLC24,891$916K0.0%+30.2%0.778%
5/4/2024 Geneos Wealth Management Inc.31,578$1.16M0.1%+11.9%0.987%
4/30/2024 Private Advisor Group LLC87,520$3.22M0.0%-45.2%2.735%
4/23/2024 Lunt Capital Management Inc.38,216$1.41M0.7%+4.8%1.194%
4/12/2024 First PREMIER Bank368,670$13.56M3.6%-0.7%11.521%
4/11/2024 International Assets Investment Management LLC24,753$908K0.0%-25.2%0.774%
2/14/2024 Asset Allocation Strategies LLC406,337$13.91M5.4%-6.2%7.967%
2/13/2024 Anson Capital Inc.25,207$863K1.4%-79.5%0.494%
2/9/2024 Orion Portfolio Solutions LLC19,115$649K0.0%N/A0.375%
2/7/2024Darwin Wealth Management LLC56,162$1.92M0.5%-7.6%1.101%
2/6/2024 Private Advisor Group LLC159,633$5.46M0.0%+11.7%3.130%
2/5/2024 HHM Wealth Advisors LLC4,372$150K0.0%-13.7%0.086%
2/2/2024 Kovack Advisors Inc.41,564$1.42M0.2%N/A0.815%
2/1/2024 CWM LLC139,088$4.76M0.0%-5.6%2.727%
1/31/2024 Family Capital Management Inc.39,779$1.36M1.0%-63.6%0.780%
1/30/2024 Lunt Capital Management Inc.36,452$1.25M0.6%+3.8%0.715%
1/26/2024 Geneos Wealth Management Inc.28,218$966K0.0%N/A0.553%
1/25/2024 International Assets Investment Management LLC33,113$1.13M0.0%-29.0%0.649%
1/24/2024 Stratos Wealth Partners LTD.62,375$2.14M0.0%-29.0%1.223%
1/24/2024 Sowell Financial Services LLC58,422$2M0.1%-6.7%1.146%
1/24/2024 International Assets Investment Management LLC1,133,458$38.80M0.0%+2,331.4%22.225%
1/22/2024 Baron Financial Group LLC16,950$580K0.4%-86.6%0.332%
1/17/2024 First PREMIER Bank371,378$12.71M3.6%-6.6%7.282%
1/11/2024 Patten Group Inc.79,312$2.72M0.7%+2.7%1.555%
1/5/2024 WealthPlan Investment Management LLC130,828$4.48M0.7%+7.2%2.565%
11/17/2023 Asset Allocation Strategies LLC433,127$13.50M6.2%+3.6%8.493%
11/15/2023 WealthPlan Investment Management LLC122,032$3.80M0.5%+29,809.8%2.393%
11/13/2023 Mariner LLC153,281$4.78M0.0%-18.1%3.006%
11/13/2023 LPL Financial LLC191,364$5.96M0.0%-19.4%3.752%
11/13/2023 Clearstead Advisors LLC2,506$78K0.0%+32.4%0.049%
11/13/2023 Kestra Advisory Services LLC44,553$1.39M0.0%N/A0.874%
11/8/2023 Sowell Financial Services LLC62,630$1.95M0.1%-0.6%1.228%
11/7/2023Darwin Wealth Management LLC60,777$1.89M0.5%-2.0%1.192%
The $7 company helping Nvidia build the world’s first trillion-dollar robot … (Ad)

Michael Robinson has been at the forefront of the technology market for over 40 years. Spotting some profitable trends in tech … well ahead of Wall Street. Like when he called Nvidia at a mere 80 cents a share. Or Bitcoin when it was trading for just $300. Throughout his illustrious career … Michael has given his followers almost 150 different chances to register triple-digit gains.

Now he's identified his next potential winner. Click here to find out more.
11/7/2023 Clearstead Advisors LLC2,506$78K0.0%+32.4%0.049%
11/7/2023 Atria Investments Inc35,043$1.09M0.0%-18.5%0.687%
11/3/2023 Private Advisor Group LLC142,907$4.45M0.0%+6.3%2.802%
11/2/2023WFA of San Diego LLC62,279$1.94M2.0%-4.2%1.221%
11/2/2023 WealthPlan Investment Management LLC52,160$1.63M0.2%+12,684.3%1.023%
10/31/2023 Lunt Capital Management Inc.35,108$1.09M0.6%+14.9%0.688%
10/26/2023 Paul Damon & Associates Inc.109,418$3.41M2.3%-2.8%2.145%
10/24/2023 Stratos Wealth Partners LTD.87,808$2.74M0.1%-5.4%1.722%
10/23/2023 Commonwealth Equity Services LLC14,586$454K0.0%-38.0%0.286%
10/19/2023 Connecticut Wealth Management LLC10,483$327K0.0%-61.1%0.206%
(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, 47 institutional investors and hedge funds held shares of Invesco S&P 500 Downside Hedged ETF. The most heavily invested institutionals were First PREMIER Bank ($12.68M), Asset Allocation Strategies LLC ($12.00M), Lcnb Corp ($4.59M), Patten Group Inc. ($4.33M), Philip James Wealth Mangement LLC ($4.20M), LPL Financial LLC ($3.99M), and Private Advisor Group LLC ($3.74M).Learn more on PHDG's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Downside Hedged ETF stock?

Of the 33 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 ($1.19M), WealthPlan Investment Management LLC ($182.17K), Lcnb Corp ($125.92K), Kestra Advisory Services LLC ($103.60K), Geneos Wealth Management Inc. ($103.32K), Kovitz Investment Group Partners LLC ($94.97K), and LPL Financial LLC ($62.05K).

How much institutional buying is happening at Invesco S&P 500 Downside Hedged ETF?

Institutional investors have bought a total of 2,356,547 shares in the last 24 months. This purchase volume represents approximately $81.55M in transactions.

Which Invesco S&P 500 Downside Hedged ETF major shareholders have been selling company stock?

Of the 27 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: WealthPlan Investment Management LLC ($240.19K), LPL Financial LLC ($162.66K), Baron Financial Group LLC ($112.22K), Asset Allocation Strategies LLC ($100.67K), CWM LLC ($98.64K), Anson Capital Inc. ($97.97K), and First PREMIER Bank ($86.73K).

How much institutional selling is happening at Invesco S&P 500 Downside Hedged ETF?

Institutional investors have sold a total of 1,292,292 shares in the last 24 months. This volume of shares sold represents approximately $44.48M in transactions.



This page (NYSEARCA:PHDG) was last updated on 6/15/2025 by MarketBeat.com Staff
From Our Partners