PHDG stock icon

Invesco S&P 500 Downside Hedged ETF

39.01 USD
-0.22
0.56%
At close Dec 5, 4:00 PM EST
1 day
-0.56%
5 days
1.04%
1 month
3.01%
3 months
4.72%
6 months
6.24%
Year to date
15.01%
1 year
18.28%
5 years
42.79%
10 years
29.26%
0
Funds holding %
of 6,790 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

0% more funds holding in top 10

Funds holding in top 10: 2 [Q2] → 2 (+0) [Q3]

1.46% less ownership

Funds ownership: 61.1% [Q2] → 59.64% (-1.46%) [Q3]

2% less funds holding

Funds holding: 47 [Q2] → 46 (-1) [Q3]

8% less capital invested

Capital invested by funds: $75.4M [Q2] → $69.5M (-$5.86M) [Q3]

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

Research analyst outlook

We haven’t received any recent analyst ratings for PHDG.

Financial journalist opinion

Negative
Seeking Alpha
2 months ago
PHDG: Not A Bad Time To Consider For A Possible Extreme
Invesco S&P 500® Downside Hedged ETF uses a quantitative, rules-based approach to track the S&P 500 Dynamic VEQTOR Index, offering exposure to equities and a hedge against volatility. The PHDG fund's strategy involves shifting allocations between equity, volatility, and cash, making it defensive and adaptable to market changes. PHDG stands out from other low-volatility ETFs due to its VIX futures positioning, providing a unique hedge during market turbulence.
PHDG: Not A Bad Time To Consider For A Possible Extreme
Negative
Seeking Alpha
3 months ago
PHDG: Better Alternatives Exist For Hedged S&P 500 Returns
Invesco S&P 500 Downside Hedged ETF aims to achieve positive total returns in both rising and falling markets through a three-sleeve approach. PHDG's performance has been disappointing compared to peers like PJUL and HEQT, which employ systematic collar strategies and consistently invest in the S&P 500. Retail investors seeking S&P 500 exposure with less volatility may be better served by funds like PJUL or HEQT rather than PHDG.
PHDG: Better Alternatives Exist For Hedged S&P 500 Returns
Negative
Zacks Investment Research
3 months ago
Low-Beta ETFs to Buy Amid Market Turmoil
Investors may remain invested in the equity world with some downside protection by investing in low-beta ETFs.
Low-Beta ETFs to Buy Amid Market Turmoil
Negative
Zacks Investment Research
4 months ago
5 ETFs to Bet On Amid Tech-Driven Market Sell-Off
Volatility has risen in recent weeks amid the tech sell-off and upcoming elections. Investors should apply some hedging techniques to their equity portfolio to reduce the overall volatility or protect against significant market downturns.
5 ETFs to Bet On Amid Tech-Driven Market Sell-Off
Positive
Zacks Investment Research
10 months ago
Hedge Market Volatility With These ETFs
Market volatility has returned this year on fading bets over interest rate cuts, with the CBOE Volatility Index, also known as fear gauge, rising to a two-month high.
Hedge Market Volatility With These ETFs
Charts implemented using Lightweight Charts™