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Invesco S&P 500 Downside Hedged ETF (PHDG) Institutional Ownership

$38.03 +0.07 (+0.18%)
(As of 12/20/2024 04:33 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Downside Hedged ETF (NYSEARCA:PHDG)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$45.92M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$24.85M
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PHDG Institutional Buying and Selling by Quarter

Invesco S&P 500 Downside Hedged ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Asset Allocation Strategies LLC313,916$12.00M3.4%-19.1%9.810%
11/15/2024 Orion Portfolio Solutions LLC17,085$653K0.0%-9.3%0.534%
11/15/2024 Jane Street Group LLC11,392$435K0.0%+57.0%0.356%
11/15/2024 Wolverine Trading LLC9,747$371K0.0%N/A0.305%
11/14/2024 WFA of San Diego LLC55,334$2.11M1.8%-1.6%1.729%
11/12/2024 Family Capital Management Inc.25,582$977K0.6%-16.3%0.799%
11/8/2024 Darwin Wealth Management LLC72,959$2.79M0.8%-6.5%2.280%
11/1/2024 Philip James Wealth Mangement LLC111,890$4.28M0.5%+4.4%3.497%
10/24/2024 Lunt Capital Management Inc.52,279$2.00M0.9%+17.9%1.634%
10/23/2024 Silver Oak Securities Incorporated18,801$716K0.1%+319.9%0.588%
10/22/2024 Private Advisor Group LLC88,914$3.40M0.0%+3.1%2.779%
10/21/2024 Fortis Group Advisors LLC34,299$1.31M0.2%N/A1.072%
10/9/2024 Congress Park Capital LLC19,700$753K0.3%N/A0.616%
10/9/2024 Patten Group Inc.106,831$4.08M0.9%+15.2%3.338%
10/8/2024 First PREMIER Bank351,869$13.44M3.4%-0.5%10.996%
7/17/2024 First PREMIER Bank353,642$13.23M3.5%-4.1%11.051%
7/10/2024 CWM LLC1,931$72K0.0%-15.3%0.060%
5/21/2024 Atria Investments Inc31,691$1.17M0.0%+1.6%0.990%
5/17/2024 WealthPlan Investment Management LLC6,267$230K0.0%-95.2%0.196%
5/9/2024 Orion Portfolio Solutions LLC24,891$916K0.0%+30.2%0.778%
5/4/2024 Geneos Wealth Management Inc.31,578$1.16M0.1%+11.9%0.987%
4/30/2024 Private Advisor Group LLC87,520$3.22M0.0%-45.2%2.735%
4/23/2024 Lunt Capital Management Inc.38,216$1.41M0.7%+4.8%1.194%
4/12/2024 First PREMIER Bank368,670$13.56M3.6%-0.7%11.521%
4/11/2024 International Assets Investment Management LLC24,753$908K0.0%-25.2%0.774%
2/14/2024 Asset Allocation Strategies LLC406,337$13.91M5.4%-6.2%7.967%
2/13/2024 Anson Capital Inc.25,207$863K1.4%-79.5%0.494%
2/9/2024 Orion Portfolio Solutions LLC19,115$649K0.0%N/A0.375%
2/7/2024 Darwin Wealth Management LLC56,162$1.92M0.5%-7.6%1.101%
2/6/2024 Private Advisor Group LLC159,633$5.46M0.0%+11.7%3.130%
2/5/2024 HHM Wealth Advisors LLC4,372$150K0.0%-13.7%0.086%
2/2/2024 Kovack Advisors Inc.41,564$1.42M0.2%N/A0.815%
2/1/2024 CWM LLC139,088$4.76M0.0%-5.6%2.727%
1/31/2024 Family Capital Management Inc.39,779$1.36M1.0%-63.6%0.780%
1/30/2024 Lunt Capital Management Inc.36,452$1.25M0.6%+3.8%0.715%
1/26/2024 Geneos Wealth Management Inc.28,218$966K0.0%N/A0.553%
1/25/2024 International Assets Investment Management LLC33,113$1.13M0.0%-29.0%0.649%
1/24/2024Stratos Wealth Partners LTD.62,375$2.14M0.0%-29.0%1.223%
1/24/2024 Sowell Financial Services LLC58,422$2M0.1%-6.7%1.146%
1/24/2024 International Assets Investment Management LLC1,133,458$38.80M0.0%+2,331.4%22.225%
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1/22/2024Baron Financial Group LLC16,950$580K0.4%-86.6%0.332%
1/17/2024 First PREMIER Bank371,378$12.71M3.6%-6.6%7.282%
1/11/2024 Patten Group Inc.79,312$2.72M0.7%+2.7%1.555%
1/5/2024 WealthPlan Investment Management LLC130,828$4.48M0.7%+7.2%2.565%
11/17/2023 Asset Allocation Strategies LLC433,127$13.50M6.2%+3.6%8.493%
11/15/2023 WealthPlan Investment Management LLC122,032$3.80M0.5%+29,809.8%2.393%
11/13/2023 Mariner LLC153,281$4.78M0.0%-18.1%3.006%
11/13/2023 LPL Financial LLC191,364$5.96M0.0%-19.4%3.752%
11/13/2023 Clearstead Advisors LLC2,506$78K0.0%+32.4%0.049%
11/13/2023 Kestra Advisory Services LLC44,553$1.39M0.0%N/A0.874%
11/8/2023 Sowell Financial Services LLC62,630$1.95M0.1%-0.6%1.228%
11/7/2023 Darwin Wealth Management LLC60,777$1.89M0.5%-2.0%1.192%
11/7/2023 Clearstead Advisors LLC2,506$78K0.0%+32.4%0.049%
11/7/2023 Atria Investments Inc35,043$1.09M0.0%-18.5%0.687%
11/3/2023 Private Advisor Group LLC142,907$4.45M0.0%+6.3%2.802%
11/2/2023 WFA of San Diego LLC62,279$1.94M2.0%-4.2%1.221%
11/2/2023 WealthPlan Investment Management LLC52,160$1.63M0.2%+12,684.3%1.023%
10/31/2023 Lunt Capital Management Inc.35,108$1.09M0.6%+14.9%0.688%
10/26/2023 Paul Damon & Associates Inc.109,418$3.41M2.3%-2.8%2.145%
10/24/2023Stratos Wealth Partners LTD.87,808$2.74M0.1%-5.4%1.722%
10/23/2023Commonwealth Equity Services LLC14,586$454K0.0%-38.0%0.286%
10/19/2023 Connecticut Wealth Management LLC10,483$327K0.0%-61.1%0.206%
10/19/2023Baron Financial Group LLC126,830$3.95M2.6%-1.8%2.487%
10/17/2023 Flagship Harbor Advisors LLC48,754$1.52M0.1%+11.5%0.956%
10/16/2023 First PREMIER Bank397,562$12.39M3.8%-6.2%7.795%
10/12/2023 Patten Group Inc.77,249$2.41M0.7%+4.2%1.515%
10/11/2023 CWM LLC147,407$4.59M0.0%-28.1%2.890%
10/10/2023 International Assets Investment Management LLC46,617$1.55M0.1%N/A0.914%
10/4/2023 International Assets Investment Management LLC46,617$1.55M0.1%N/A0.914%
8/14/2023 Sowell Financial Services LLC62,982$2.10M0.1%+7.8%1.235%
8/11/2023 Beta Wealth Group Inc.41,322$1.38M0.8%+0.9%0.810%
8/10/2023 Osaic Holdings Inc.82,101$2.73M0.0%+11.4%1.610%
8/10/2023 WFA of San Diego LLC65,029$2.17M2.1%-17.6%1.275%
8/10/2023 Private Advisor Group LLC134,451$4.48M0.0%+5.2%2.636%
8/4/2023 Atria Investments Inc42,988$1.43M0.0%-30.2%0.843%
8/4/2023 Advisors Preferred LLC2,187$73K0.0%N/A0.043%
8/4/2023IFP Advisors Inc1,200$34K0.0%-63.4%0.024%
8/3/2023 CWM LLC204,943$6.83M0.0%-13.7%4.018%
8/3/2023Baron Financial Group LLC129,170$4.30M2.7%+4.3%2.533%
8/2/2023 Anson Capital Inc.121,725$4.06M7.5%+14.6%2.387%
7/31/2023 LPL Financial LLC237,385$7.91M0.0%-21.3%4.655%
7/31/2023 WealthPLAN Partners LLC39,358$1.31M0.2%-28.0%0.772%
7/26/2023 Patten Group Inc.74,166$2.47M0.4%+18.0%1.206%
7/25/2023 WealthPlan Investment Management LLC408$73K0.0%-99.6%0.007%
7/18/2023Stratos Wealth Partners LTD.92,863$3.09M0.1%+27.5%1.510%
7/13/2023 First PREMIER Bank424,020$14.12M4.0%-2.4%6.895%
7/12/2023 Darwin Wealth Management LLC61,999$2.07M0.5%-1.6%1.008%
7/11/2023 Flagship Harbor Advisors LLC43,744$1.46M0.1%-18.8%0.711%
5/16/2023 Asset Allocation Strategies LLC57,546$1.89M5.4%-82.6%0.859%
5/15/2023 Equitable Holdings Inc.616,408$20.26M0.3%+352.2%9.200%
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5/10/2023 Atria Investments Inc61,591$2.02M0.0%-2.2%0.919%
5/10/2023 Private Advisor Group LLC127,790$4.20M0.0%N/A1.907%
5/10/2023 LPL Financial LLC301,518$9.91M0.0%-6.5%4.500%
5/10/2023 WealthPLAN Partners LLC54,652$1.80M0.2%-66.4%0.816%
5/9/2023 Beta Wealth Group Inc.40,955$1.35M0.8%-49.7%0.611%
5/9/2023 Clearstead Advisors LLC1,274$42K0.0%+55.9%0.019%
5/8/2023 WealthPlan Investment Management LLC116,037$3.81M0.7%-28.7%1.732%
5/5/2023 Capital Analysts LLC29,609$973K0.1%+19.8%0.442%
5/2/2023 HHM Wealth Advisors LLC5,067$167K0.0%N/A0.076%
5/1/2023 CWM LLC237,378$7.80M0.1%-55.6%3.543%
(Data available from 1/1/2016 forward)

PHDG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHDG shares?

During the previous two years, 51 institutional investors and hedge funds held shares of Invesco S&P 500 Downside Hedged ETF. The most heavily invested institutionals were Equitable Holdings Inc. ($20.26M), First PREMIER Bank ($13.44M), Asset Allocation Strategies LLC ($12.00M), Envestnet Asset Management Inc. ($8.24M), LPL Financial LLC ($5.96M), Mariner LLC ($4.78M), and Philip James Wealth Mangement LLC ($4.28M).Learn more on PHDG's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Downside Hedged ETF stock?

Of the 42 institutional investors that purchased Invesco S&P 500 Downside Hedged ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.25M), Equitable Holdings Inc. ($480.09K), Asset Allocation Strategies LLC ($346.67K), Envestnet Asset Management Inc. ($190.88K), WealthPlan Investment Management LLC ($182.17K), Private Advisor Group LLC ($178.46K), and WealthPLAN Partners LLC ($162.88K).

How much institutional buying is happening at Invesco S&P 500 Downside Hedged ETF?

Institutional investors have bought a total of 3,586,616 shares in the last 24 months. This purchase volume represents approximately $118.90M in transactions.

Which Invesco S&P 500 Downside Hedged ETF major shareholders have been selling company stock?

Of the 31 institutional investors that sold Invesco S&P 500 Downside Hedged ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CWM LLC ($505.78K), Asset Allocation Strategies LLC ($374.67K), Flagship Harbor Advisors LLC ($319.34K), WealthPlan Investment Management LLC ($287.01K), LPL Financial LLC ($182.37K), Darwin Wealth Management LLC ($155.26K), and WealthPLAN Partners LLC ($123.53K).

How much institutional selling is happening at Invesco S&P 500 Downside Hedged ETF?

Institutional investors have sold a total of 2,730,510 shares in the last 24 months. This volume of shares sold represents approximately $91.24M in transactions.


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This page (NYSEARCA:PHDG) was last updated on 12/22/2024 by MarketBeat.com Staff
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