Invesco S&P 500 Downside Hedged ETF
PHDG • ARCA
Invesco S&P 500 Downside Hedged ETF is an exchange-traded fund on ARCA. As of Q3 2025, 44 institutional investors hold shares in this ETF, with total holdings valued at $50.8M. First PREMIER Bank is the largest holder with a position valued at $12.1M.
Overview
Overview of institutional ownership in PHDG as of Q3 2025
All Institutions
- Institutions
- 44
- Value Held
- $50.8M
- Shares Held
- 1.4M
- Avg Position
- $1.2M
- Median Position
- $502.2K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in PHDG as of Q3 2025
| Institution | Position Value |
|---|---|
F First PREMIER Bank Institution | $12.1M 2.87% of portfolio |
 Asset Allocation Strategies LLC RIA/Wealth | $3.9M 0.77% of portfolio |
 Geneos Wealth Management Inc. RIA/Wealth | $3.4M 0.09% of portfolio |
L LPL Financial LLC Institution | $3.2M 0.00% of portfolio |
 Blueprint Investment Partners LLC Long Only Manager | $3.2M 0.45% of portfolio |
Blueprint Financial Advisors LLC RIA/Wealth | $3.2M 0.68% of portfolio |
 Lunt Capital Management, Inc. RIA/Wealth | $2.2M 0.84% of portfolio |
 Harwood Advisory Group, LLC RIA/Wealth | $2.1M 0.68% of portfolio |
 Private Advisor Group, LLC RIA/Wealth | $1.9M 0.01% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.5M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PHDG in Q3 2025
- Traded
- −$12.0M
- Buyers
- 16
- Sellers
- 26
- Total Bought
- +$1.9M
- Total Sold
- −$13.9M
- Avg Position
- $1.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
J JANE STREET GROUP, LLC Institution | +$372.4K +10.0K shares |
 Grant Private Wealth Management Inc RIA/Wealth | +$365.5K +9.8K shares |
P Philip James Wealth Mangement, LLC Institution | +$308.7K +-106.9K shares |
 Cetera Investment Advisers RIA/Wealth | +$283.4K +7.6K shares |
W WOLVERINE TRADING, LLC Institution | +$205.6K +5.5K shares |
 Sunbelt Securities, Inc. RIA/Wealth | +$204.7K +5.5K shares |
Blueprint Investment Partners LLC Long Only Manager | +$49.2K +1.3K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$40.3K +1.1K shares |
A Advisory Services Network, LLC RIA/Wealth | +$25.9K +695.0 shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | +$8.9K +240.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Asset Allocation Strategies LLC RIA/Wealth | −$4.1M −110.4K shares |
 Sowell Financial Services LLC RIA/Wealth | −$2.7M −77.7K shares |
 Patten Group, Inc. RIA/Wealth | −$2.2M −59.5K shares |
Private Advisor Group, LLC RIA/Wealth | −$1.0M −27.1K shares |
 SILVER OAK SECURITIES, Inc RIA/Wealth | −$939.7K −26.6K shares |
O OLD MISSION CAPITAL LLC Institution | −$746.0K −20.0K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$630.4K −16.9K shares |
L LPL Financial LLC Institution | −$419.4K −11.3K shares |
F First PREMIER Bank Institution | −$214.5K −5.8K shares |
 Congress Park Capital LLC RIA/Wealth | −$211.7K −6.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PHDG in Q3 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 6
- Exited Value
- $4.0M
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
Sowell Financial Services LLC RIA/Wealth | $2.7M 77.7K shares |
SILVER OAK SECURITIES, Inc RIA/Wealth | $939.7K 26.6K shares |
Congress Park Capital LLC RIA/Wealth | $211.7K 6.0K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $58.7K 1.7K shares |
 Briaud Financial Planning, Inc RIA/Wealth | $3.4K 95.0 shares |
 Capital Analysts, Inc. RIA/Wealth | $1.0K 21.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in PHDG as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PHDG as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
F First PREMIER Bank Institution | 2.87% $12.1M |
Lunt Capital Management, Inc. RIA/Wealth | 0.84% $2.2M |
Asset Allocation Strategies LLC RIA/Wealth | 0.77% $3.9M |
Blueprint Financial Advisors LLC RIA/Wealth | 0.68% $3.2M |
Harwood Advisory Group, LLC RIA/Wealth | 0.68% $2.1M |
Blueprint Investment Partners LLC Long Only Manager | 0.45% $3.2M |
 Paul Damon & Associates, Inc. RIA/Wealth | 0.42% $885.6K |
Grant Private Wealth Management Inc RIA/Wealth | 0.23% $365.5K |
Patten Group, Inc. RIA/Wealth | 0.19% $990.2K |
 Kovack Advisors, Inc. RIA/Wealth | 0.13% $1.4M |