Who owns PHDG?
Invesco S&P 500 Downside Hedged ETF · Invesco
36 institutions reported holding PHDG, worth $51.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PHDG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| AE Wealth Management LLC | Topeka, KS | $10.8M | 263,698 | +263,618 shares |
| First PREMIER Bank | Sioux Falls, SD | $10.7M | 262,005 | −48,081 shares |
| LPL Financial LLC | Fort Mill, SC | $3.4M | 83,340 | +3,863 shares |
| Blueprint Investment Partners LLC | Greensboro, NC | $3.2M | 77,234 | +13,630 shares |
| Blueprint Financial Advisors LLC | Greensboto, NC | $3.2M | 77,234 | +13,630 shares |
| Asset Allocation Strategies LLC | Farmington, MI | $2.4M | 58,853 | −4,849 shares |
| WFA of San Diego, LLC | San Diego, CA | $2.0M | 48,254 | −1,597 shares |
| Old Mission Capital LLC | Chicago, IL | $1.8M | 43,871 | +5,121 shares |
| Private Advisor Group, LLC | Morristown, NJ | $1.6M | 39,201 | −1,382 shares |
| Kovack Advisors, Inc. | Ft. Lauderdale, FL | $1.4M | 32,924 | −305 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PHDG?
36 institutional managers reported holding PHDG in Form 13F filings for June 30, 2026, worth $51.6M in total. The largest reported position was held by AE Wealth Management LLC, at $10.8M.
Did institutions buy or sell PHDG last quarter?
Reported 13F value rose 30.5% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PHDG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.