Invesco S&P 500 High Beta ETF (SPHB) Institutional Ownership

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$84.67

+0.68 (+0.81%)

(As of 06/17/2024 ET)

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Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 64
Total Institutional Inflows (last 12 months): $145.08M

Number of Institutional Sellers (last 12 months): 45
Total Institutional Outflows (last 12 months): $126.68M

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SPHB Institutional Buying and Selling by Quarter

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Invesco S&P 500 High Beta ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/17/2024	Comerica Bank	2,740	$240K	0.0%	-14.2%	0.039%
5/16/2024	Jane Street Group LLC	106,251	$9.32M	0.0%	+33.4%	1.496%
5/15/2024	Ascent Group LLC	15,346	$1.35M	0.1%	N/A	0.216%
5/10/2024	Osaic Holdings Inc.	117,848	$10.34M	0.0%	+140.0%	1.660%
5/10/2024	Cumberland Partners Ltd	12,305	$1.08M	0.1%	-76.2%	0.173%
5/9/2024	Koshinski Asset Management Inc.	8,107	$711K	0.1%	-19.4%	0.114%
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5/8/2024	Avantax Advisory Services Inc.	19,597	$1.72M	0.0%	+235.3%	0.276%
5/7/2024	NTV Asset Management LLC	51,925	$4.56M	0.7%	-10.7%	0.731%
5/7/2024	Oppenheimer & Co. Inc.	2,356	$207K	0.0%	-10.4%	0.033%
5/7/2024	Oppenheimer Asset Management Inc.	9,014	$791K	0.0%	-12.7%	0.127%
5/6/2024	Envestnet Portfolio Solutions Inc.	5,321	$467K	0.0%	N/A	0.075%
5/6/2024	MGB Wealth Management LLC	2,552	$224K	0.1%	+17.2%	0.036%
5/6/2024	VitalStone Financial LLC	653	$57K	0.0%	-76.6%	0.009%
5/4/2024	Csenge Advisory Group	20,860	$1.83M	0.1%	N/A	0.294%
5/3/2024	Proficio Capital Partners LLC	11,930	$1.05M	0.1%	-2.7%	0.168%
5/2/2024	Hanlon Investment Management Inc.	4,362	$383K	0.1%	N/A	0.059%
5/1/2024	BNP Paribas Financial Markets	49,149	$4.31M	0.0%	-2.3%	0.664%
4/30/2024	Private Advisor Group LLC	12,419	$1.09M	0.0%	+22.7%	0.168%
4/30/2024	Commonwealth Equity Services LLC	10,209	$896K	0.0%	-4.5%	0.138%
4/25/2024	Capital Investment Advisory Services LLC	19,164	$1.68M	0.2%	+14.0%	0.259%
4/25/2024	L.M. Kohn & Company	12,025	$1.06M	0.3%	N/A	0.163%
4/25/2024	Cambridge Investment Research Advisors Inc.	220,221	$19.32M	0.1%	+3,030.4%	2.976%
4/23/2024	Global Retirement Partners LLC	1,143	$100K	0.0%	+4,472.0%	0.015%
4/23/2024	Gradient Investments LLC	4,382	$384K	0.0%	-7.0%	0.059%
4/23/2024	Raymond James Financial Services Advisors Inc.	43,276	$3.80M	0.0%	-16.7%	0.585%
4/22/2024	Raymond James & Associates	203,164	$17.83M	0.0%	-5.8%	2.745%
4/19/2024	E&G Advisors LP	28,311	$2.48M	0.8%	-0.6%	0.383%
4/13/2024	New England Professional Planning Group Inc.	5,819	$511K	0.3%	-18.6%	0.067%
4/12/2024	Ignite Planners LLC	3,876	$338K	0.1%	N/A	0.045%
4/9/2024	Deane Retirement Strategies Inc.	44,781	$3.92M	2.0%	N/A	0.516%
4/5/2024	Summit Financial Group Inc.	13,225	$1.16M	0.4%	-3.5%	0.152%
3/5/2024	Greenwood Capital Associates LLC	4,784	$394K	0.1%	N/A	0.055%
2/14/2024	VitalStone Financial LLC	2,795	$230K	0.2%	+698.6%	0.032%
2/14/2024	XML Financial LLC	3,229	$266K	0.0%	+4.4%	0.037%
2/14/2024	Wealth Quarterback LLC	74,302	$6.12M	3.7%	N/A	0.856%
2/13/2024	Tower Research Capital LLC TRC	1,118	$92K	0.0%	+2,500.0%	0.013%
2/12/2024	Fischer Investment Strategies LLC	109,225	$9M	6.8%	N/A	1.258%
2/12/2024	Parallel Advisors LLC	725	$60K	0.0%	-45.3%	0.008%
2/12/2024	Hilltop Holdings Inc.	39,183	$3.23M	0.4%	+56.4%	0.451%
2/9/2024	Advisory Services Network LLC	2,933	$242K	0.0%	-15.4%	0.034%
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2/9/2024	Trexquant Investment LP	6,989	$576K	0.0%	+76.9%	0.081%
2/9/2024	D.A. Davidson & CO.	27,207	$2.24M	0.0%	+3.1%	0.313%
2/9/2024	Wells Fargo & Company MN	475,958	$39.22M	0.0%	-64.7%	5.483%
2/7/2024	BNP Paribas Financial Markets	50,289	$4.14M	0.0%	-2.3%	0.579%
2/6/2024	NTV Asset Management LLC	58,125	$4.79M	0.8%	-17.1%	0.670%
2/6/2024	Sykon Capital LLC	130,938	$10.79M	4.3%	N/A	1.509%
2/6/2024	Vestmark Advisory Solutions Inc.	54,553	$4.50M	0.2%	N/A	0.628%
2/5/2024	Win Advisors Inc.	5,815	$479K	0.2%	N/A	0.067%
2/2/2024	Simplex Trading LLC	5,254	$432K	0.0%	N/A	0.061%
2/2/2024	Atria Wealth Solutions Inc.	2,713	$224K	0.0%	N/A	0.031%
2/1/2024	Cumberland Partners Ltd	51,805	$4.25M	0.4%	+76.8%	0.597%
2/1/2024	Legacy Financial Strategies LLC	10,505	$866K	0.2%	+4.2%	0.121%
2/1/2024	Capital Investment Advisory Services LLC	16,808	$1.39M	0.1%	+6.8%	0.194%
2/1/2024	CWM LLC	1,595	$131K	0.0%	+33.2%	0.018%
1/31/2024	KFG Wealth Management LLC	94,692	$7.80M	3.6%	-9.9%	1.091%
1/30/2024	TRUE Private Wealth Advisors	4,808	$396K	0.1%	-22.0%	0.055%
1/30/2024	Vontobel Holding Ltd.	6,182	$510K	0.0%	N/A	0.071%
1/29/2024	Koshinski Asset Management Inc.	10,064	$829K	0.1%	+83.8%	0.116%
1/26/2024	Fingerlakes Wealth Management Inc.	3,485	$287K	0.3%	N/A	0.040%
1/26/2024	Geneos Wealth Management Inc.	912	$75K	0.0%	+629.6%	0.011%
1/25/2024	E&G Advisors LP	28,491	$2.35M	0.8%	-2.9%	0.328%
1/25/2024	International Assets Investment Management LLC	71,667	$5.91M	0.0%	N/A	0.826%
1/25/2024	One Wealth Management Investment & Advisory Services LLC	5,722	$471K	0.2%	N/A	0.066%
1/24/2024	Stratos Wealth Partners LTD.	2,694	$222K	0.0%	-5.7%	0.031%
1/24/2024	International Assets Investment Management LLC	71,667	$5.91M	0.0%	N/A	0.826%
1/22/2024	Weaver Consulting Group	7,164	$590K	0.2%	-1.9%	0.083%
1/19/2024	PFG Advisors	11,990	$988K	0.1%	-7.6%	0.138%
1/19/2024	Synergy Asset Management LLC	38,255	$3.15M	0.6%	N/A	0.441%
1/18/2024	Gradient Investments LLC	4,712	$388K	0.0%	-3.8%	0.054%
1/16/2024	FSC Wealth Advisors LLC	40,438	$3.33M	2.4%	N/A	0.466%
1/16/2024	Raymond James Financial Services Advisors Inc.	51,974	$4.28M	0.0%	-53.1%	0.599%
1/16/2024	Raymond James & Associates	215,641	$17.77M	0.0%	+8.4%	2.484%
1/16/2024	Ayalon Insurance Comp Ltd.	26,021	$2.14M	0.8%	-40.5%	0.300%
1/12/2024	Summit Financial Group Inc.	13,710	$1.13M	0.4%	-9.5%	0.158%
1/8/2024	Vigilare Wealth Management	3,053	$252K	0.1%	N/A	0.035%
11/16/2023	GTS Securities LLC	12,760	$895K	0.0%	-71.9%	0.147%
11/15/2023	Riggs Asset Managment Co. Inc.	17,172	$1.20M	0.4%	+30.9%	0.198%
11/15/2023	Jackson Wealth Management LLC	7,761	$544K	0.1%	N/A	0.089%
11/14/2023	Private Advisory Group LLC	3,381	$237K	0.0%	N/A	0.039%
11/13/2023	LPL Financial LLC	442,451	$31.02M	0.0%	-12.8%	5.097%
11/13/2023	TRUE Private Wealth Advisors	6,165	$432K	0.1%	N/A	0.071%
11/13/2023	Envestnet Asset Management Inc.	44,913	$3.15M	0.0%	+69.1%	0.517%
11/13/2023	Kestra Advisory Services LLC	10,462	$733K	0.0%	-13.7%	0.121%
11/13/2023	Legacy Financial Strategies LLC	10,085	$683K	0.2%	+42.3%	0.116%
11/9/2023	Oliver Lagore Vanvalin Investment Group	823	$58K	0.0%	-91.6%	0.009%
11/9/2023	UBS Group AG	33,057	$2.32M	0.0%	-13.7%	0.381%
11/8/2023	HighTower Advisors LLC	6,963	$488K	0.0%	N/A	0.080%
11/8/2023	D.A. Davidson & CO.	26,398	$1.85M	0.0%	+2.9%	0.304%
11/8/2023	Cumberland Partners Ltd	29,300	$2.05M	0.2%	N/A	0.338%
11/8/2023	Avantax Advisory Services Inc.	5,834	$409K	0.0%	-10.9%	0.067%
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11/8/2023	Oppenheimer Asset Management Inc.	10,352	$726K	0.0%	-3.6%	0.119%
11/6/2023	NTV Asset Management LLC	70,130	$4.92M	0.9%	-5.0%	0.808%
11/3/2023	ORG Partners LLC	456	$32K	0.0%	-75.8%	0.005%
11/3/2023	Private Advisor Group LLC	10,089	$707K	0.0%	+2.9%	0.116%
11/2/2023	Capital Investment Advisory Services LLC	15,733	$1.10M	0.1%	+47.8%	0.181%
11/1/2023	Orion Portfolio Solutions LLC	5,183	$363K	0.0%	-35.3%	0.060%
10/27/2023	Gradient Investments LLC	4,900	$343K	0.0%	-3.4%	0.056%
10/26/2023	WESPAC Advisors LLC	10,000	$701K	0.5%	+100.0%	0.115%
10/25/2023	E&G Advisors LP	29,348	$2.06M	0.8%	-3.0%	0.338%
10/24/2023	Stratos Wealth Advisors LLC	5,458	$383K	0.0%	+9.1%	0.063%

(Data available from 1/1/2016 forward)

SPHB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPHB shares?: During the previous two years, 122 institutional investors and hedge funds held shares of Invesco S&P 500 High Beta ETF. The most heavily invested institutionals were Bank of America Corp DE ($51.82M), Wells Fargo & Company MN ($39.22M), LPL Financial LLC ($31.02M), MML Investors Services LLC ($27.73M), Cambridge Investment Research Advisors Inc. ($19.32M), Raymond James & Associates ($17.83M), and Sykon Capital LLC ($10.79M).Learn more on SPHB's institutional investors.
Which institutional investors have been buying Invesco S&P 500 High Beta ETF stock?: Of the 95 institutional investors that purchased Invesco S&P 500 High Beta ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($617.77K), Bank of America Corp DE ($541.99K), International Assets Investment Management LLC ($320.01K), Cambridge Investment Research Advisors Inc. ($213.19K), Wells Fargo & Company MN ($180.23K), Wealth Quarterback LLC ($175.82K), and Sykon Capital LLC ($151.86K).
How much institutional buying is happening at Invesco S&P 500 High Beta ETF?: Institutional investors have bought a total of 4,121,238 shares in the last 24 months. This purchase volume represents approximately $292.40M in transactions.

Which Invesco S&P 500 High Beta ETF major shareholders have been selling company stock?: Of the 62 institutional investors that sold Invesco S&P 500 High Beta ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($873.93K), LPL Financial LLC ($640.41K), Oppenheimer & Co. Inc. ($130.04K), D. Scott Neal Inc. ($122.91K), Legend Financial Advisors Inc. ($94.70K), Advisor Group Holdings Inc. ($79.36K), and Ayalon Insurance Comp Ltd. ($74.56K).
How much institutional selling is happening at Invesco S&P 500 High Beta ETF?: Institutional investors have sold a total of 2,743,964 shares in the last 24 months. This volume of shares sold represents approximately $196.47M in transactions.