Who owns Invesco S&P 500 Downside Hedged ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PHDG from SEC Form 13F filings across 37 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 37 institutions disclosed 1.3M shares of Invesco S&P 500 Downside Hedged ETF worth $40.9M — about 69.6% of shares outstanding; the largest disclosed holder is AE Wealth Management LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
37
13F holders
$40.9M
value, 2026 filers
69.6%
of shares outstanding (1.3M sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PHDG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 263,698 | $10.8M | 0.1% | 14.6% | +329522.5% |
| 2 | First PREMIER Bank | 262,005 | $10,727 | 1.7% | 14.5% | -15.5% |
| 3 | LPL Financial LLC | 83,340 | $3.4M | 0.0% | 4.6% | +4.9% |
| 4 | Blueprint Financial Advisors LLC | 77,234 | $3.2M | 0.4% | 4.3% | +21.4% |
| 5 | Blueprint Investment Partners LLC | 77,234 | $3.2M | 0.3% | 4.3% | +21.4% |
| 6 | Asset Allocation Strategies LLC | 58,853 | $2.4M | 0.4% | 3.3% | -7.6% |
| 7 | WFA of San Diego, LLC | 48,254 | $2.0M | 1.7% | 2.7% | -3.2% |
| 8 | OLD MISSION CAPITAL LLC | 43,871 | $1.8M | 0.0% | 2.4% | +13.2% |
| 9 | Private Advisor Group, LLC | 39,201 | $1.6M | 0.0% | 2.2% | -3.4% |
| 10 | Kovack Advisors, Inc. | 32,924 | $1.4M | 0.1% | 1.8% | -0.9% |
| 11 | MORGAN STANLEY | 32,638 | $1.3M | 0.0% | 1.8% | +2993.6% |
| 12 | JANE STREET GROUP, LLCNEW | 28,005 | $1.1M | 0.0% | 1.5% | new |
| 13 | First Growth Capital LLC | 26,298 | $1.1M | 0.8% | 1.5% | +13.6% |
| 14 | January Capital Advisors LLC | 23,544 | $963,891 | 0.8% | 1.3% | -4.8% |
| 15 | ROYAL BANK OF CANADA | 20,825 | $852,000 | 0.0% | 1.2% | +3.3% |
| 16 | Family Capital Management, Inc. | 20,049 | $820,806 | 0.3% | 1.1% | 0.0% |
| 17 | BANK OF AMERICA CORP /DE/ | 16,224 | $664,211 | 0.0% | 0.9% | -0.9% |
| 18 | AXXCESS WEALTH MANAGEMENT, LLCNEW | 16,073 | $658,040 | 0.0% | 0.9% | new |
| 19 | Darwin Wealth Management, LLC | 16,073 | $658,040 | 0.1% | 0.9% | -7.3% |
| 20 | Stratos Wealth Partners, LTD. | 12,954 | $530,374 | 0.0% | 0.7% | -33.4% |
| 21 | Orion Porfolio Solutions, LLC | 12,861 | $526,514 | 0.0% | 0.7% | -3.0% |
| 22 | Connecticut Wealth Management, LLC | 10,482 | $429,152 | 0.0% | 0.6% | 0.0% |
| 23 | Grant Private Wealth Management Inc | 6,824 | $279,375 | 0.1% | 0.4% | -2.3% |
| 24 | OSAIC HOLDINGS, INC. | 6,514 | $266,757 | 0.0% | 0.4% | +51.5% |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 5,675 | $232,323 | 0.0% | 0.3% | -9.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.