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

$36.65 +0.17 (+0.47%)
Closing price 04:10 PM Eastern
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$36.68 +0.04 (+0.10%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Downside Hedged ETF (NYSEARCA:PHDG)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$38.20M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$12.18M
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PHDG Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.10,619$375K0.0%-34.9%0.442%
8/18/2025Geneos Wealth Management Inc.91,696$3.24M0.1%+112.8%3.821%
8/15/2025Asset Allocation Strategies LLC214,233$7.56M1.4%-10.5%8.926%
8/15/2025WFA of San Diego LLC49,780$1.76M1.3%N/A2.074%
8/15/2025Bank of America Corp DE18,536$654K0.0%-7.9%0.772%
8/14/2025Darwin Wealth Management LLC58,509$2.07M0.7%N/A2.438%
8/12/2025Blueprint Financial Advisors LLC85,234$3.01M1.0%N/A3.551%
8/12/2025Blueprint Investment Partners LLC83,641$2.95M0.5%N/A3.485%
8/1/2025Envestnet Asset Management Inc.14,576$514K0.0%-68.8%0.595%
7/30/2025Patten Group Inc.86,051$3.04M0.6%-25.3%3.512%
7/30/2025Family Capital Management Inc.23,809$840K0.4%-5.0%0.972%
7/29/2025International Assets Investment Management LLC8,885$314K0.0%-19.8%0.363%
7/29/2025Stratos Wealth Partners LTD.25,322$894K0.0%-19.0%1.034%
7/28/2025Lunt Capital Management Inc.58,549$2.07M0.8%-14.8%2.390%
7/21/2025Ameritas Advisory Services LLC1,664$59K0.0%-76.0%0.068%
7/14/2025Sowell Financial Services LLC77,737$2.74M0.1%+5.6%3.173%
7/11/2025Congress Park Capital LLC6,000$212K0.1%-67.4%0.245%
7/11/2025First PREMIER Bank330,373$11.66M2.8%-5.0%13.485%
5/21/2025Geneos Wealth Management Inc.43,098$1.57M0.1%+2.4%1.461%
5/15/2025Royal Bank of Canada26,534$968K0.0%-2.4%0.899%
5/15/2025OLD Mission Capital LLC22,628$825K0.0%N/A0.767%
5/14/2025Kestra Advisory Services LLC93,732$3.42M0.0%+170.2%3.177%
5/12/2025Lcnb Corp125,924$4.59M1.7%N/A4.269%
5/8/2025Geneos Wealth Management Inc.109,978$4.01M0.1%+161.3%3.728%
5/7/2025LPL Financial LLC109,396$3.99M0.0%-32.4%3.708%
5/6/2025Avantax Advisory Services Inc.6,481$236K0.0%N/A0.209%
5/5/2025Lunt Capital Management Inc.68,728$2.51M0.9%+9.9%2.217%
5/5/2025Private Advisor Group LLC102,571$3.74M0.0%-1.4%3.309%
5/2/2025Fortis Group Advisors LLC10,344$377K0.1%-74.6%0.334%
4/30/2025Family Capital Management Inc.25,068$914K0.6%-1.6%0.809%
4/29/2025Envestnet Asset Management Inc.46,683$1.70M0.0%+474.6%1.506%
4/29/2025Silver Oak Securities Incorporated26,605$962K0.1%+12.8%0.858%
4/24/2025Philip James Wealth Mangement LLC115,034$4.20M0.5%+2.3%3.711%
4/23/2025International Assets Investment Management LLC11,085$404K0.0%-13.2%0.358%
4/22/2025First PREMIER Bank347,680$12.68M3.2%-0.4%11.215%
4/22/2025Congress Park Capital LLC18,400$671K0.3%N/A0.594%
4/17/2025Sowell Financial Services LLC73,615$2.69M0.1%+2.3%2.375%
4/17/2025Grant Private Wealth Management Inc8,214$300K0.3%N/A0.265%
2/18/2025Sunbelt Securities Inc.2,373$89K0.0%-12.5%0.074%
2/14/2025Kovitz Investment Group Partners LLC94,971$3.54M0.0%N/A2.968%
2/13/2025Mariner LLC18,428$686K0.0%-6.6%0.576%
2/13/2025Envestnet Asset Management Inc.8,124$303K0.0%N/A0.254%
2/12/2025Orion Portfolio Solutions LLC15,125$563K0.0%-11.5%0.473%
2/11/2025LPL Financial LLC161,906$6.03M0.0%+62.1%5.060%
2/7/2025Sowell Financial Services LLC71,926$2.68M0.1%+30.2%2.248%
2/6/2025Patten Group Inc.116,164$4.33M1.0%+8.7%3.630%
2/5/2025Kovack Advisors Inc.40,849$1.52M0.1%+1.3%1.277%
2/3/2025Private Advisor Group LLC103,987$3.87M0.0%+17.0%3.250%
1/31/2025Fortis Group Advisors LLC40,748$1.52M0.3%+18.8%1.273%
1/31/2025Philip James Wealth Mangement LLC112,446$4.19M0.5%+0.5%3.514%
1/27/2025Silver Oak Securities Incorporated23,585$882K0.1%+25.4%0.737%
1/27/2025Stratos Wealth Partners LTD.31,386$1.17M0.0%-8.8%0.981%
1/24/2025Lunt Capital Management Inc.62,561$2.33M0.9%+19.7%1.955%
1/21/2025Geneos Wealth Management Inc.42,084$1.57M0.1%+7.2%1.315%
1/17/2025First PREMIER Bank349,099$13.00M3.3%-0.8%10.909%
1/8/2025International Assets Investment Management LLC12,764$477K0.0%N/A0.399%
11/18/2024Asset Allocation Strategies LLC313,916$12.00M3.4%-19.1%9.810%
11/15/2024Orion Portfolio Solutions LLC17,085$653K0.0%-9.3%0.534%
11/15/2024Jane Street Group LLC11,392$435K0.0%+57.0%0.356%
11/15/2024Wolverine Trading LLC9,747$371K0.0%N/A0.305%
11/14/2024WFA of San Diego LLC55,334$2.11M1.8%-1.6%1.729%
11/12/2024Family 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%
11/1/2024Philip James Wealth Mangement LLC111,890$4.28M0.5%+4.4%3.497%
10/24/2024Lunt Capital Management Inc.52,279$2.00M0.9%+17.9%1.634%
10/23/2024Silver Oak Securities Incorporated18,801$716K0.1%+319.9%0.588%
10/22/2024Private Advisor Group LLC88,914$3.40M0.0%+3.1%2.779%
10/21/2024Fortis Group Advisors LLC34,299$1.31M0.2%N/A1.072%
10/9/2024Congress Park Capital LLC19,700$753K0.3%N/A0.616%
10/9/2024Patten Group Inc.106,831$4.08M0.9%+15.2%3.338%
10/8/2024First PREMIER Bank351,869$13.44M3.4%-0.5%10.996%
7/17/2024First PREMIER Bank353,642$13.23M3.5%-4.1%11.051%
7/10/2024CWM LLC1,931$72K0.0%-15.3%0.060%
5/21/2024Atria Investments Inc31,691$1.17M0.0%+1.6%0.990%
5/17/2024WealthPlan Investment Management LLC6,267$230K0.0%-95.2%0.196%
5/9/2024Orion Portfolio Solutions LLC24,891$916K0.0%+30.2%0.778%
5/4/2024Geneos Wealth Management Inc.31,578$1.16M0.1%+11.9%0.987%
4/30/2024Private Advisor Group LLC87,520$3.22M0.0%-45.2%2.735%
4/23/2024Lunt Capital Management Inc.38,216$1.41M0.7%+4.8%1.194%
4/12/2024First PREMIER Bank368,670$13.56M3.6%-0.7%11.521%
4/11/2024International Assets Investment Management LLC24,753$908K0.0%-25.2%0.774%
2/14/2024Asset Allocation Strategies LLC406,337$13.91M5.4%-6.2%7.967%
2/13/2024Anson Capital Inc.25,207$863K1.4%-79.5%0.494%
2/9/2024Orion Portfolio Solutions LLC19,115$649K0.0%N/A0.375%
2/7/2024Darwin Wealth Management LLC56,162$1.92M0.5%-7.6%1.101%
2/6/2024Private Advisor Group LLC159,633$5.46M0.0%+11.7%3.130%
2/5/2024HHM Wealth Advisors LLC4,372$150K0.0%-13.7%0.086%
2/2/2024Kovack Advisors Inc.41,564$1.42M0.2%N/A0.815%
2/1/2024CWM LLC139,088$4.76M0.0%-5.6%2.727%
1/31/2024Family Capital Management Inc.39,779$1.36M1.0%-63.6%0.780%
1/30/2024Lunt Capital Management Inc.36,452$1.25M0.6%+3.8%0.715%
1/26/2024Geneos Wealth Management Inc.28,218$966K0.0%N/A0.553%
1/25/2024International Assets Investment Management LLC33,113$1.13M0.0%-29.0%0.649%
1/24/2024Stratos Wealth Partners LTD.62,375$2.14M0.0%-29.0%1.223%
1/24/2024Sowell Financial Services LLC58,422$2M0.1%-6.7%1.146%
1/24/2024International Assets Investment Management LLC1,133,458$38.80M0.0%+2,331.4%22.225%
1/22/2024Baron Financial Group LLC16,950$580K0.4%-86.6%0.332%
1/17/2024First PREMIER Bank371,378$12.71M3.6%-6.6%7.282%
1/11/2024Patten Group Inc.79,312$2.72M0.7%+2.7%1.555%
1/5/2024WealthPlan Investment Management LLC130,828$4.48M0.7%+7.2%2.565%
(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 ($11.66M), Asset Allocation Strategies LLC ($7.56M), Lcnb Corp ($4.59M), Philip James Wealth Mangement LLC ($4.20M), LPL Financial LLC ($3.99M), Private Advisor Group LLC ($3.74M), and Kovitz Investment Group Partners LLC ($3.54M).Learn more on Invesco S&P 500 Downside Hedged ETF's institutional investors.

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

Of the 31 institutional investors that purchased Invesco S&P 500 Downside Hedged ETF's 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), Geneos Wealth Management Inc. ($151.92K), Lcnb Corp ($125.92K), Kestra Advisory Services LLC ($103.60K), Kovitz Investment Group Partners LLC ($94.97K), and Blueprint Financial Advisors LLC ($85.23K).

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

Institutional investors have bought a total of 1,047,511 shares in the last 24 months. This purchase volume represents approximately $38.20M in transactions.

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

Of the 21 institutional investors that sold Invesco S&P 500 Downside Hedged ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Asset Allocation Strategies LLC ($98.93K), LPL Financial LLC ($52.51K), Envestnet Asset Management Inc. ($32.11K), Fortis Group Advisors LLC ($30.40K), Patten Group Inc. ($29.16K), First PREMIER Bank ($23.27K), and Congress Park Capital LLC ($12.40K).

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

Institutional investors have sold a total of 334,398 shares in the last 24 months. This volume of shares sold represents approximately $12.18M in transactions.


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This page (NYSEARCA:PHDG) was last updated on 9/9/2025 by MarketBeat.com Staff
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