Invesco S&P 500 Downside Hedged ETF
PHDG
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.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (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: 44 → 43 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.12M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$663K |
| 3 |
Mariner
Overland Park,
Kansas
|
+$34.7K |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$28.2K |
| 5 |
CA
Cresta Advisors
Laredo,
Texas
|
+$26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$1.44M |
| 2 |
AAS
Asset Allocation Strategies
Farmington,
Michigan
|
-$713K |
| 3 |
PG
Patten Group
Chattanooga,
Tennessee
|
-$642K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$579K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$498K |
PHDG Hedge Fund Activity: Q4 2025 in Review
43 of the 8,275 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.