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Invesco S&P 500 Downside Hedged ETF

43 hedge funds and large institutions have $48.1M invested in Invesco S&P 500 Downside Hedged ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 28 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)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1.28% less ownership

Funds ownership: 70.76%69.48% (-1.3%)

2% less funds holding

Funds holding: 4443 (-1)

9% less capital invested

Capital invested by funds: $52.7M → $48.1M (-$4.55M)

89% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 28

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
3
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
26
International Assets Investment Management
Florida
$333K
SS
27
Sunbelt Securities
Texas
$291K -$3.21K -85 -1%
GPWM
28
Grant Private Wealth Management
California
$254K -$114K -3,017 -31%
Osaic Holdings
29
Osaic Holdings
Arizona
$238K -$77.4K -2,047 -24%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$229K -$361K -9,546 -61%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$223K -$62K -1,641 -22%
HWA
32
HHM Wealth Advisors
Tennessee
$114K
Morgan Stanley
33
Morgan Stanley
New York
$39.5K +$38 +1 +0.1%
FHA
34
Flagship Harbor Advisors
Massachusetts
$28K +$28.2K +746 New
CA
35
Cresta Advisors
Texas
$25.8K +$26K +688 New
HI
36
Harbour Investments
Wisconsin
$15.3K -$38 -1 -0.2%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$10K
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$3.74K -$1.06K -28 -22%
AWM
39
AE Wealth Management
Kansas
$3K -$4.92K -130 -62%
SWM
40
SHP Wealth Management
Massachusetts
$2.25K +$2.27K +60 New
1L
41
10Elms LLP
Oklahoma
$973
CCMI
42
Creative Capital Management Investments
California
$150
DFA
43
DHJJ Financial Advisors
Illinois
$75
Wells Fargo
44
Wells Fargo
California
$14
MML Investors Services
45
MML Investors Services
Massachusetts
-$498K -13,368 Closed
Jane Street
46
Jane Street
New York
-$372K -9,999 Closed
PJWM
47
Philip James Wealth Mangement
Georgia
-$309K -8,287 Closed
ASN
48
Advisory Services Network
Georgia
-$25.9K -695 Closed
PS
49
Principal Securities
Iowa
-$5.28K -142 Closed

PHDG Hedge Fund Activity: Q4 2025 in Review

43 of the 8,226 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Downside Hedged ETF (PHDG) for Q4 2025, worth a combined $48.1M — down 8.6% from $52.7M a quarter earlier.

Fund positioning in PHDG was balanced in Q4 2025: 5 funds opened new positions, 5 closed out, 3 added to existing stakes and 28 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $1.12M. The largest seller was Darwin Wealth Management, cutting an estimated $1.44M.

  • 43 institutional investors held Invesco S&P 500 Downside Hedged ETF (PHDG) as of Q4 2025, down from 44 in Q3 2025.
  • Funds reported $48.1M of Invesco S&P 500 Downside Hedged ETF stock for Q4 2025, down 8.6% quarter-over-quarter.
  • 5 funds opened new Invesco S&P 500 Downside Hedged ETF positions in Q4 2025 and 5 closed out, a net change of 0 holders.
  • The largest Invesco S&P 500 Downside Hedged ETF buyer in Q4 2025 was Old Mission Capital, an estimated $1.12M added.
  • The largest Invesco S&P 500 Downside Hedged ETF seller in Q4 2025 was Darwin Wealth Management, an estimated $1.44M sold.

Based on aggregated 13F filings for Q4 2025.