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Public ownership evidence

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

Read PHDG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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January Capital Advisors LLC2026-06-302026-08-2623,544$963,891None
Asset Allocation Strategies LLC2026-06-302026-08-1858,853$2,409,434None
10Elms LLP2026-06-302026-08-1526$1,064None
Blueprint Financial Advisors LLC2026-06-302026-08-1577,234$3,161,960None
Ameritas Advisory Services, LLC2026-06-302026-08-155,305$217,198None
WFA of San Diego, LLC2026-06-302026-08-1548,254$2,024,230None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,514$266,757None
JANE STREET GROUP, LLC2026-06-302026-08-1528,005$1,146,525None
Orion Porfolio Solutions, LLC2026-06-302026-08-1512,861$526,514None
OLD MISSION CAPITAL LLC2026-06-302026-08-1543,871$1,796,078None
ROYAL BANK OF CANADA2026-06-302026-08-15100$4,000None
ROYAL BANK OF CANADA2026-06-302026-08-1520,725$848,000None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1516,224$664,211None
Highland Investment Advisors LLC2026-06-302026-08-141,138$46,590None
UBS Group AG2026-06-302026-08-144,270$174,814None
MORGAN STANLEY2026-06-302026-08-1431,584$1,293,049None
MORGAN STANLEY2026-06-302026-08-141,054$43,151None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-134,089$168,166None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1386$3,504None
Stratos Wealth Partners, LTD.2026-06-302026-08-1212,954$530,374None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-1266$2,702None

90-day public filing window, up to 50 source positions.

January Capital Advisors LLC ↗Asset Allocation Strategies LLC ↗10Elms LLP ↗Blueprint Financial Advisors LLC ↗Ameritas Advisory Services, LLC ↗WFA of San Diego, LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗Orion Porfolio Solutions, LLC ↗OLD MISSION CAPITAL LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.