Free Trial
→ I was right about SpaceX (From Brownstone Research) (Ad)tc pixel Free PHDG Stock Alerts

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

$40.90 +0.44 (+1.09%)
As of 04:10 PM Eastern
Compare

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)
$26.33M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$25.61M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2026 First Growth Capital LLC23,143$878K0.8%-7.8%1.446%
5/1/2026 Darwin Wealth Management LLC17,346$655K0.2%-4.7%1.084%
4/27/2026 Private Advisor Group LLC40,583$1.53M0.0%-16.5%2.536%
4/25/2026 Patten Group Inc.7,508$284K0.0%-21.9%0.469%
4/23/2026 Asset Allocation Strategies LLC63,702$2.41M0.4%-25.0%3.981%
4/20/2026 First PREMIER Bank310,086$11.72M2.7%-1.4%19.380%
2/19/2026 First Growth Capital LLC25,099$953K0.9%N/A1.434%
2/19/2026 Axxcess Wealth Management LLC17,546$657K0.0%N/A1.003%
2/18/2026OLD Mission Capital LLC63,892$2.39M0.1%+86.9%3.651%
2/17/2026Cetera Investment Advisers5,968$223K0.0%-21.6%0.341%
2/17/2026WFA of San Diego LLC49,489$1.85M1.4%-1.3%2.828%
2/17/2026Kovack Advisors Inc.35,435$1.33M0.1%-6.3%2.025%
2/17/2026Osaic Holdings Inc.6,354$238K0.0%-24.4%0.363%
2/17/2026Royal Bank of Canada26,914$1.01M0.0%-1.8%1.538%
2/16/2026Mariner LLC14,517$544K0.0%+6.8%0.830%
2/13/2026 Asset Allocation Strategies LLC84,979$3.18M0.6%-18.2%4.856%
2/12/2026Orion Porfolio Solutions LLC14,007$524K0.0%-2.7%0.800%
2/12/2026Kovack Advisors Inc.35,435$1.33M0.1%-6.3%2.025%
2/11/2026LPL Financial LLC74,584$2.79M0.0%-13.2%4.262%
2/6/2026 Axxcess Wealth Management LLC18,131$679K0.0%N/A1.036%
2/3/2026 Cresta Advisors Ltd.688$26K0.0%N/A0.039%
1/28/2026Geneos Wealth Management Inc.90,968$3.41M0.1%-0.5%5.198%
1/27/2026 Family Capital Management Inc.23,150$867K0.4%-2.6%1.323%
1/23/2026Lunt Capital Management Inc.50,411$1.89M0.7%-14.0%2.881%
1/23/2026 Patten Group Inc.9,616$360K0.1%-63.8%0.549%
1/23/2026 First PREMIER Bank314,531$11.78M2.7%-3.1%17.973%
1/22/2026 Darwin Wealth Management LLC18,207$682K0.2%-67.6%1.040%
1/21/2026 Flagship Harbor Advisors LLC746$28K0.0%N/A0.043%
1/20/2026 Stratos Wealth Partners LTD.19,679$737K0.0%-8.2%1.125%
1/5/2026 Grant Private Wealth Management Inc6,797$254K0.2%-30.7%0.367%
11/19/2025Sunbelt Securities Inc.7,869$293K0.0%+231.6%0.414%
11/18/2025Advisory Services Network LLC695$26K0.0%N/A0.037%
11/17/2025Susquehanna International Group LLP41,081$1.53M0.0%-29.2%2.162%
11/14/2025Wolverine Trading LLC13,667$511K0.0%+67.4%0.719%
11/13/2025 Private Advisor Group LLC51,911$1.93M0.0%-34.3%2.732%
11/12/2025Blueprint Financial Advisors LLC84,906$3.16M0.7%-0.4%4.469%
11/12/2025Blueprint Investment Partners LLC84,961$3.16M0.4%+1.6%4.472%
11/10/2025 Patten Group Inc.26,586$990K0.2%-69.1%1.399%
11/10/2025Kovack Advisors Inc.37,810$1.41M0.1%-7.4%1.990%
11/6/2025 Stratos Wealth Partners LTD.21,440$799K0.0%-15.3%1.128%
11/5/2025 Envestnet Asset Management Inc.15,657$583K0.0%+7.4%0.824%
10/24/2025 Philip James Wealth Mangement LLC8,287$309K0.0%-92.8%0.425%
10/16/2025 Darwin Wealth Management LLC56,215$2.09M0.7%-3.9%2.811%
10/15/2025 First PREMIER Bank324,613$12.09M2.7%-1.7%16.231%
10/8/2025 Asset Allocation Strategies LLC103,841$3.87M0.8%-51.5%5.192%
10/7/2025 Grant Private Wealth Management Inc9,814$366K0.2%N/A0.491%
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%
8/15/2025 Asset 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%
8/14/2025 Darwin 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%
8/1/2025 Envestnet Asset Management Inc.14,576$514K0.0%-68.8%0.595%
7/30/2025 Patten Group Inc.86,051$3.04M0.6%-25.3%3.512%
7/30/2025 Family Capital Management Inc.23,809$840K0.4%-5.0%0.972%
7/29/2025 International Assets Investment Management LLC8,885$314K0.0%-19.8%0.363%
7/29/2025 Stratos 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%
7/14/2025 Sowell Financial Services LLC77,737$2.74M0.1%+5.6%3.173%
7/11/2025 Congress Park Capital LLC6,000$212K0.1%-67.4%0.245%
7/11/2025 First 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%


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 ($11.72M), Lcnb Corp ($4.59M), Kovitz Investment Group Partners LLC ($3.54M), Kestra Advisory Services LLC ($3.42M), Geneos Wealth Management Inc. ($3.41M), Blueprint Investment Partners LLC ($3.16M), and Blueprint Financial Advisors LLC ($3.16M).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 34 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: Lcnb Corp ($125.92K), Geneos Wealth Management Inc. ($120.34K), Kovitz Investment Group Partners LLC ($94.97K), Blueprint Financial Advisors LLC ($85.23K), Blueprint Investment Partners LLC ($84.96K), LPL Financial LLC ($62.05K), and Kestra Advisory Services LLC ($59.05K).

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

Institutional investors have bought a total of 729,617 shares in the last 24 months. This purchase volume represents approximately $26.33M in transactions.

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

Of the 26 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 ($175.58K), Patten Group Inc. ($107.70K), Philip James Wealth Mangement LLC ($106.86K), LPL Financial LLC ($63.87K), Darwin Wealth Management LLC ($41.16K), First PREMIER Bank ($37.59K), and Private Advisor Group LLC ($35.20K).

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

Institutional investors have sold a total of 695,413 shares in the last 24 months. This volume of shares sold represents approximately $25.61M in transactions.


Related Companies

This page (NYSEARCA:PHDG) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel