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, 8 increasing their positions, 22 reducing their positions, and 12 closing their positions.
9.01% more ownership
Funds ownership: 63.91% → 72.92% (+9%)
10% less funds holding
Funds holding: 51 → 46 (-5)
11% less capital invested
Capital invested by funds: $73.5M → $65.6M (-$7.86M)
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)
64% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Blueprint Financial Advisors
Greensboto,
North Carolina
|
+$2.92M |
| 2 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$2.87M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$1.67M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.08M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$568K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
LCNB Corp
Lebanon,
Ohio
|
-$4.59M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.42M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.1M |
| 4 |
PG
Patten Group
Chattanooga,
Tennessee
|
-$1,000K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$878K |
PHDG Hedge Fund Activity: Q2 2025 in Review
46 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Downside Hedged ETF (PHDG) for Q2 2025, worth a combined $65.6M — down 11% from $73.5M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of PHDG and 8 opened new positions — a net loss of 4 holders — while 22 trimmed existing stakes and 8 added.
The largest buyer was Blueprint Financial Advisors, opening a new position worth an estimated $2.92M. The largest seller was LCNB Corp, exiting entirely with an estimated $4.59M sold.
- 46 institutional investors held Invesco S&P 500 Downside Hedged ETF (PHDG) as of Q2 2025, down from 51 in Q1 2025.
- Funds reported $65.6M of Invesco S&P 500 Downside Hedged ETF stock for Q2 2025, down 11% quarter-over-quarter.
- 8 funds opened new Invesco S&P 500 Downside Hedged ETF positions in Q2 2025 and 12 closed out, a net change of -4 holders.
- The largest Invesco S&P 500 Downside Hedged ETF buyer in Q2 2025 was Blueprint Financial Advisors, an estimated $2.92M added.
- The largest Invesco S&P 500 Downside Hedged ETF seller in Q2 2025 was LCNB Corp, an estimated $4.59M sold.
Based on aggregated 13F filings for Q2 2025.