We are live on ! Find out more
PHDG icon

Invesco S&P 500 Downside Hedged ETF

41 hedge funds and large institutions have $39.9M invested in Invesco S&P 500 Downside Hedged ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 4341 (-2)

5.52% less ownership

Funds ownership: 69.48%63.96% (-5.5%)

17% less capital invested

Capital invested by funds: $48.1M → $39.9M (-$8.25M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

64% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 22

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
8
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GPWM
26
Grant Private Wealth Management
California
$264K +$7.21K +190 +3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$236K +$5.5K +145 +2%
AAS
28
Ameritas Advisory Services
Nebraska
$200K +$201K +5,305 New
Osaic Holdings
29
Osaic Holdings
Arizona
$163K -$77.9K -2,053 -32%
HWA
30
HHM Wealth Advisors
Tennessee
$115K
Morgan Stanley
31
Morgan Stanley
New York
$39.9K
ASN
32
Advisory Services Network
Georgia
$26.3K +$26.4K +695 New
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$25.8K +$16.2K +427 +166%
HI
34
Harbour Investments
Wisconsin
$15.5K +$76 +2 +0.5%
GWM
35
Geneos Wealth Management
Colorado
$4.31K -$3.45M -90,854 -100%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$3.78K
AWM
37
AE Wealth Management
Kansas
$3.02K
IAIM
38
International Assets Investment Management
Florida
$1.06K -$336K -8,857 -100%
1L
39
10Elms LLP
Oklahoma
$982
CCMI
40
Creative Capital Management Investments
California
$151
DFA
41
DHJJ Financial Advisors
Illinois
$76
AWM
42
Axxcess Wealth Management
California
-$657K -17,546 Closed
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
-$223K -5,968 Closed
FHA
44
Flagship Harbor Advisors
Massachusetts
-$28K -746 Closed
CA
45
Cresta Advisors
Texas
-$25.8K -688 Closed
SWM
46
SHP Wealth Management
Massachusetts
-$2.25K -60 Closed
Wells Fargo
47
Wells Fargo
California
-$14