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Invesco S&P 500 Downside Hedged ETF
PHDG

46 hedge funds and large institutions have $65.6M invested in Invesco S&P 500 Downside Hedged ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.51% more ownership

Funds ownership: 67.4% → 72.92% (+5.5%)

10% less funds holding

Funds holding: 51 → 46 (-5)

15% less capital invested

Capital invested by funds: $77.5M → $65.6M (-$11.9M)

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 → 1 (-1)

70% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 23

Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
7
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
Blueprint Financial Advisors
North Carolina
+$2.92M
2
BIP
Blueprint Investment Partners
North Carolina
+$2.87M
3
OMC
Old Mission Capital
Illinois
+$1.08M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$568K
5
MML Investors Services
MML Investors Services
Massachusetts
+$450K

Top Sellers

1
LC
LCNB Corp
Ohio
-$4.59M
2
KAS
Kestra Advisory Services
Texas
-$3.42M
3
GWM
Geneos Wealth Management
Colorado
-$2.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.1M
5
PG
Patten Group
Tennessee
-$1,000K
Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
51
Fortis Group Advisors
New Jersey
– -$377K -10,344 Closed
GPWM
52
Grant Private Wealth Management
California
– -$300K -8,214 Closed
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
– -$243K -6,659 Closed
AAS
54
Avantax Advisory Services
Texas
– -$236K -6,481 Closed
WIM
55
WealthPlan Investment Management
Nebraska
– -$214K -5,864 Closed
CA
56
Clearstead Advisors
Ohio
– -$210K -5,760 Closed
API
57
Asset Planning Inc
California
– -$11.9K -325 Closed
JP Morgan Chase
58
JP Morgan Chase
New York
– -$3.39K -93 Closed
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