Invesco S&P 500 Downside Hedged ETF (PHDG)

• Market cap: $79.2M
• 1 day: -0.38%
• 5 days: 0.88%
• 1 month: 0.99%
• 3 months: 5.23%
• 6 months: 0.85%
• Year to date: -1.37%
• 1 year: -1.55%
• 5 years: 12.94%
• 10 years: 50.33%

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

5.37% more ownership

Funds ownership: 67.4% [Q1] → 72.77% (+5.37%) [Q2]

10% less funds holding

Funds holding: 51 [Q1] → 46 (-5) [Q2]

15% less capital invested

Capital invested by funds: $77.5M [Q1] → $65.5M (-$12M) [Q2]

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 2 [Q1] → 1 (-1) [Q2]

70% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 23