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

$40.95 0.00 (0.00%)
As of 07/2/2026 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)
18
Total
Institutional Inflows
(last 12 months)
$16.94M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$24.01M
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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
5/20/2026January Capital Advisors LLC24,733$935K1.3%N/A1.546%
5/19/2026Bank of America Corp DE16,368$618K0.0%-11.6%1.023%
5/18/2026Royal Bank of Canada20,168$763K0.0%-25.1%1.261%
5/4/2026First Growth Capital LLC23,143$878K0.8%-7.8%1.446%
5/1/2026Darwin Wealth Management LLC17,346$655K0.2%-4.7%1.084%
4/27/2026Private Advisor Group LLC40,583$1.53M0.0%-16.5%2.536%
4/25/2026Patten Group Inc.7,508$284K0.0%-21.9%0.469%
4/23/2026Asset Allocation Strategies LLC63,702$2.41M0.4%-25.0%3.981%
4/20/2026First PREMIER Bank310,086$11.72M2.7%-1.4%19.380%
2/19/2026First Growth Capital LLC25,099$953K0.9%N/A1.434%
2/19/2026Axxcess 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%
2/13/2026Asset 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%
2/6/2026Axxcess Wealth Management LLC18,131$679K0.0%N/A1.036%
2/3/2026Cresta Advisors Ltd.688$26K0.0%N/A0.039%
1/28/2026Geneos Wealth Management Inc.90,968$3.41M0.1%-0.5%5.198%
1/27/2026Family 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%
1/23/2026Patten Group Inc.9,616$360K0.1%-63.8%0.549%
1/23/2026First PREMIER Bank314,531$11.78M2.7%-3.1%17.973%
1/22/2026Darwin Wealth Management LLC18,207$682K0.2%-67.6%1.040%
1/21/2026Flagship Harbor Advisors LLC746$28K0.0%N/A0.043%
1/20/2026Stratos Wealth Partners LTD.19,679$737K0.0%-8.2%1.125%
1/5/2026Grant 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%
11/13/2025Private 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%
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11/10/2025Patten Group Inc.26,586$990K0.2%-69.1%1.399%
11/10/2025Kovack Advisors Inc.37,810$1.41M0.1%-7.4%1.990%
11/6/2025Stratos Wealth Partners LTD.21,440$799K0.0%-15.3%1.128%
11/5/2025Envestnet Asset Management Inc.15,657$583K0.0%+7.4%0.824%
10/24/2025Philip James Wealth Mangement LLC8,287$309K0.0%-92.8%0.425%
10/16/2025Darwin Wealth Management LLC56,215$2.09M0.7%-3.9%2.811%
10/15/2025First PREMIER Bank324,613$12.09M2.7%-1.7%16.231%
10/8/2025Asset Allocation Strategies LLC103,841$3.87M0.8%-51.5%5.192%
10/7/2025Grant 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%
8/15/2025Asset 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%
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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%


PHDG Institutional Ownership - Frequently Asked Questions

During the previous two years, 46 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.

Of the 33 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).

Institutional investors have bought a total of 471,361 shares in the last 24 months. This purchase volume represents approximately $16.94M in transactions.

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), Darwin Wealth Management LLC ($41.16K), First PREMIER Bank ($37.59K), Private Advisor Group LLC ($35.20K), and Envestnet Asset Management Inc. ($32.11K).

Institutional investors have sold a total of 651,146 shares in the last 24 months. This volume of shares sold represents approximately $24.01M in transactions.


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This page (NYSEARCA:PHDG) was last updated on 7/5/2026 by MarketBeat.com Staff.
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