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Invesco S&P 500 Downside HED (PHDG)

CUSIP: 46090A705 | NYSE | 176 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

First Premier Bank226,686
0.0% of portfolio›$9.4K
Blueprint Financial Advisors LLC83,064
0.4% of portfolio›$3.4M
Blueprint Investment Partners LLC83,064
0.3% of portfolio›$3.4M
Asset Allocation Strategies LLC48,975
0.3% of portfolio›$2.0M
First Growth Capital LLC26,895
0.9% of portfolio›$1.1M
Family Capital Management, Inc.20,039
0.3% of portfolio›$827.3K
Citizens Financial Group Inc11,000
0.0% of portfolio›$454.1K
Connecticut Wealth Management, LLC10,482
0.0% of portfolio›$432.7K
Grant Private Wealth Management Inc6,760
0.1% of portfolio›$279.1K
Compass Financial Management LLC3,120
0.0% of portfolio›$128.8K
Dhjj Financial Advisors, Ltd.2
0.0% of portfolio›$83
StyleTurnoverLocationFiled
First Premier Bank
226,686$9.4K0.0%CoreVery LowSioux Falls, SD2026-10-13
Blueprint Financial Advisors LLC
83,064$3.4M0.4%GARPMediumGreensboto, NC2026-10-28
Blueprint Investment Partners LLC
83,064$3.4M0.3%ETFMediumGreensboro, NC2026-10-28
Asset Allocation Strategies LLC
48,975$2.0M0.3%ETFMediumFarmington, MI2026-10-20
First Growth Capital LLC
26,895$1.1M0.9%GrowthLowPikesville, MD2026-10-15
Family Capital Management, Inc.
20,039$827.3K0.3%ETFLowGrand Rapids, MI2026-11-03
Citizens Financial Group Inc
11,000$454.1K0.0%GrowthLowProvidence, RI2026-10-23
Connecticut Wealth Management, LLC
10,482$432.7K0.0%ETFLowFarmington, CT2026-10-13
Grant Private Wealth Management Inc
6,760$279.1K0.1%GrowthMediumPleasanton, CA2026-10-19
Compass Financial Management LLC
3,120$128.8K0.0%CoreN/ATampa, FL2026-10-30
Dhjj Financial Advisors, Ltd.
2$830.0%ETFVery LowNaperville, IL2026-10-23