INVESCO S&P 500 DOWNSIDE HED (PHDG) Institutional Ownership Changes & 13F Activity
INVESCO S&P 500 DOWNSIDE HED (PHDG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include First Premier Bank, Susquehanna International Group, Llp, Goldman Sachs Group Inc, Morgan Stanley, and Jane Street Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| January Capital Advisors Llc | Sell | -1,189 | -4.8% | 23,544 | $963.89K | Q2 2026 | Aug 25, 2026 |
| Asset Allocation Strategies Llc | Sell | -4,849 | -7.6% | 58,853 | $2.41M | Q2 2026 | Aug 17, 2026 |
| Jane Street Group, Llc | Buy | +28,005 | — | 28,005 | $1.15M | Q2 2026 | Aug 14, 2026 |
| Blueprint Financial Advisors Llc | Buy | +13,630 | +21.4% | 77,234 | $3.16M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +5,121 | +13.2% | 43,871 | $1.80M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,213 | +51.5% | 6,514 | $266.76K | Q2 2026 | Aug 14, 2026 |
| Wfa Of San Diego, Llc | Sell | -1,597 | -3.2% | 48,254 | $2.02M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +657 | +3.3% | 20,825 | $852.00K | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -402 | -3.0% | 12,861 | $526.51K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -144 | -0.9% | 16,224 | $664.21K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +31,583 | +2993.6% | 32,638 | $1.34M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -7,763 | -64.5% | 4,270 | $174.81K | Q2 2026 | Aug 13, 2026 |
| Harbour Investments, Inc. | Sell | -323 | -79.0% | 86 | $3.50K | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, Ltd. | Sell | -6,486 | -33.4% | 12,954 | $530.37K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +3,863 | +4.9% | 83,340 | $3.41M | Q2 2026 | Aug 07, 2026 |
| Blueprint Investment Partners Llc | Buy | +13,630 | +21.4% | 77,234 | $3.16M | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Sell | -581 | -9.3% | 5,675 | $232.32K | Q2 2026 | Aug 03, 2026 |
| Kovack Advisors, Inc. | Sell | -305 | -0.9% | 32,924 | $1.35M | Q2 2026 | Jul 29, 2026 |
| Axxcess Wealth Management, Llc | Buy | +16,073 | — | 16,073 | $658.04K | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, Llc | Sell | -1,382 | -3.4% | 39,201 | $1.60M | Q2 2026 | Jul 27, 2026 |
| Darwin Wealth Management, Llc | Sell | -1,273 | -7.3% | 16,073 | $658.04K | Q2 2026 | Jul 21, 2026 |
| First Growth Capital Llc | Buy | +3,155 | +13.6% | 26,298 | $1.08M | Q2 2026 | Jul 16, 2026 |
| First Premier Bank | Sell | -48,081 | -15.5% | 262,005 | $10.73M | Q2 2026 | Jul 15, 2026 |
| Grant Private Wealth Management Inc | Sell | -163 | -2.3% | 6,824 | $279.38K | Q2 2026 | Jul 07, 2026 |
| Western Wealth Management, Llc | Sell | -118 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Sunbelt Securities, Inc. | Sell | -7,670 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
| Susquehanna International Group, Llp | Sell | -37,294 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -31,694 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -695 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Cwm, Llc | Sell | -684 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
Frequently asked questions about PHDG activity
Which institutional owners are buying PHDG?
Institutional owners buying PHDG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PHDG activity?
"Buy" means an investor increased their reported position in PHDG compared to the prior reporting period. This reflects growing exposure to INVESCO S&P 500 DOWNSIDE HED (PHDG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PHDG increasing?
Institutional interest in PHDG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.