1. United States of America Stocks

  2. •

    Financial Services

  3. •

    Asset Management
Invesco S&P 500 Downside Hedged ETF

Invesco S&P 500 Downside Hedged ETF

PHDG
Invesco S&P 500 Downside Hedged ETFUS flagNew York Stock Exchange Arca
- -
USD
- -
- -
No data availableFinancial data will appear here once available

Capital Structure

FRC

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Working Capital

FRC

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Growth Rates

FRC

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Quarterly Revenue

FRC

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Company Description

APIChat
Sector
Financial Services
Industry
Asset Management
Address
11 Greenway Plaza, Suite 1000 Houston TX United States of America 77046
IPO Date
Dec 6, 2012
CIK
0001418144
Website
invesco.com
Similar Companies
Talenthouse AG (NEWN.SW)
Fundamental Invest Stock Pick (FUISP.CO)
Fidelity Enhanced Large Cap Core ETF (FELC)
Rathbones Group Plc (RTBBF)
Morgan Stanley Insti Fd Tr Balanced Portf I Cl (MPBAX)
Roundhill Investments - Roundhill Humanoid Robotics ETF (HUMN)
Business
Invesco S&P 500 Downside Hedged ETF (PHDG) is an actively managed exchange-traded fund that seeks positive total returns in rising or falling markets not directly correlated to broad equity or fixed-income benchmarks by dynamically allocating assets among S&P 500 Index equities, S&P 500 VIX Short-Term Futures Index volatility hedges, and cash equivalents. The fund passively invests its equity sleeve in S&P 500 components while actively managing allocations to volatility futures contracts and short-term U.S. Treasury securities or money market instruments to provide downside protection amid market volatility. Launched on December 6, 2012, by Invesco Capital Management LLC, a subsidiary of Invesco Ltd., headquartered in Atlanta, Georgia, PHDG trades on NYSE Arca with approximately 506 holdings, an expense ratio of 0.39%, and assets under management of around $84 million as of late 2025. Invesco Ltd., founded in 1935, operates globally across 20 countries, targeting institutional and retail investors seeking U.S. large-cap equity exposure with volatility hedging in the investment management industry. Recent developments include quarterly dividend distributions in 2025, such as $0.2480 per share, alongside portfolio adjustments reflecting S&P 500 rebalancing and ongoing active management amid net fund flows of -$25.85 million over the past year, with no major acquisitions, partnerships, or strategic shifts specific to PHDG reported in 2024-2025.