INVESCO S&P 500 DOWNSIDE HED (PHDG) Institutional Shareholders
INVESCO S&P 500 DOWNSIDE HED (PHDG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $40.93M in PHDG holdings during the latest filing period.
First Premier Bank is currently the largest disclosed institutional shareholder of PHDG tracked by InsiderSet, reporting ownership valued at approximately $10.73M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.78M, representing an estimated gain of +0.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed PHDG value among the investors covered in this analysis. Major shareholders include First Premier Bank, Lpl Financial Llc, Blueprint Financial Advisors Llc, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 DOWNSIDE HED (PHDG).
This page ranks the largest institutional PHDG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
35
Total Reported Value
$40.93M
Largest Holder
First Premier Bank
Largest Position
$10.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| First Premier Bank | 1.73% | 262,005 | $10,727,000 | $10,775,925 | +$48,925 | +0.46% | |
| Lpl Financial Llc | 0.00% | 83,340 | $3,411,950 | $3,427,666 | +$15,716 | +0.46% | |
| Blueprint Financial Advisors Llc | 0.35% | 77,234 | $3,161,960 | $3,176,534 | +$14,574 | +0.46% | |
| Blueprint Investment Partners Llc | 0.26% | 77,234 | $3,161,960 | $3,176,534 | +$14,574 | +0.46% | |
| Asset Allocation Strategies Llc | 0.37% | 58,853 | $2,409,434 | $2,420,547 | +$11,113 | +0.46% | |
| Wfa Of San Diego, Llc | 1.66% | 48,254 | $2,024,230 | $1,984,624 | -$39,606 | -1.96% | |
| Old Mission Capital Llc | 0.05% | 43,871 | $1,796,078 | $1,804,357 | +$8,279 | +0.46% | |
| Private Advisor Group, Llc | 0.01% | 39,201 | $1,604,903 | $1,612,286 | +$7,383 | +0.46% | |
| Kovack Advisors, Inc. | 0.07% | 32,924 | $1,353,331 | $1,354,121 | +$790 | +0.06% | |
| Morgan Stanley | 0.00% | 32,638 | $1,336,200 | $1,342,359 | +$6,159 | +0.46% | |
| Jane Street Group, Llc | 0.00% | 28,005 | $1,146,525 | $1,151,809 | +$5,284 | +0.46% | |
| First Growth Capital Llc | 0.82% | 26,298 | $1,076,633 | $1,081,603 | +$4,970 | +0.46% | |
| January Capital Advisors Llc | 0.81% | 23,544 | $963,891 | $968,334 | +$4,443 | +0.46% | |
| Royal Bank Of Canada | 0.00% | 20,825 | $852,000 | $856,505 | +$4,505 | +0.53% | |
| Family Capital Management, Inc. | 0.32% | 20,049 | $820,806 | $824,589 | +$3,783 | +0.46% | |
| Bank Of America Corp | 0.00% | 16,224 | $664,211 | $667,272 | +$3,061 | +0.46% | |
| Axxcess Wealth Management, Llc | 0.01% | 16,073 | $658,040 | $661,062 | +$3,022 | +0.46% | |
| Darwin Wealth Management, Llc | 0.18% | 16,073 | $658,040 | $661,062 | +$3,022 | +0.46% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 12,954 | $530,374 | $532,781 | +$2,407 | +0.45% | |
| Orion Porfolio Solutions, Llc | 0.00% | 12,861 | $526,514 | $528,956 | +$2,442 | +0.46% | |
| Connecticut Wealth Management, Llc | 0.02% | 10,482 | $429,152 | $431,111 | +$1,959 | +0.46% | |
| Sunbelt Securities, Inc. | 0.02% | 7,670 | $289,814 | $315,457 | +$25,643 | +8.85% | |
| Grant Private Wealth Management Inc | 0.12% | 6,824 | $279,375 | $280,662 | +$1,287 | +0.46% | |
| Osaic Holdings, Inc. | 0.00% | 6,514 | $266,757 | $267,912 | +$1,155 | +0.43% | |
| Envestnet Asset Management Inc | 0.00% | 5,675 | $232,323 | $233,405 | +$1,082 | +0.47% | |
| Ameritas Advisory Services, Llc | 0.00% | 5,305 | $217,198 | $218,188 | +$990 | +0.46% | |
| Ubs Group Ag | 0.00% | 4,270 | $174,814 | $175,620 | +$806 | +0.46% | |
| Hhm Wealth Advisors, Llc | 0.01% | 3,052 | $124,949 | $125,525 | +$576 | +0.46% | |
| Cwm, Llc | 0.00% | 684 | $25,846 | $28,132 | +$2,286 | +8.84% | |
| Geneos Wealth Management Inc. | 0.00% | 114 | $4,667 | $4,689 | +$22 | +0.46% | |
| Harbour Investments, Inc. | 0.00% | 86 | $3,504 | $3,537 | +$33 | +0.94% | |
| International Assets Investment Management, Llc | 0.00% | 28 | $1,151 | $1,152 | +$1 | +0.05% | |
| 10Elms Llp | 0.00% | 26 | $1,064 | $1,069 | +$5 | +0.50% | |
| Creative Capital Management Investments Llc | 0.00% | 4 | $164 | $165 | +$1 | +0.31% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 2 | $82 | $82 | +$0 | +0.31% |
Frequently asked questions about PHDG
Who owns the most PHDG stock?
The largest holders of PHDG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO S&P 500 DOWNSIDE HED (PHDG).
Is PHDG widely held by superinvestors?
Many widely followed stocks like PHDG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PHDG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.