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

Invesco S&P 500 High Beta ETF logo
$82.04 +2.21 (+2.77%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 High Beta ETF (NYSEARCA:SPHB)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$102.20M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$127.77M
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SPHB Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Gateway Wealth Partners LLC15,949$1.25M0.3%N/A0.345%
4/30/2025 Stratos Wealth Advisors LLC5,617$440K0.0%-3.9%0.122%
4/30/2025 NTV Asset Management LLC35,369$2.77M0.4%-13.2%0.766%
4/29/2025 Envestnet Asset Management Inc.22,633$1.77M0.0%-31.1%0.490%
4/29/2025 Bank of New York Mellon Corp4,767$373K0.0%N/A0.103%
4/29/2025 Capital Investment Advisory Services LLC33,778$2.64M0.2%+8.6%0.731%
4/28/2025 D.A. Davidson & CO.13,555$1.06M0.0%-6.2%0.293%
4/23/2025 E&G Advisors LP23,994$1.88M0.5%-6.0%0.519%
4/23/2025 Oppenheimer Asset Management Inc.4,600$360K0.0%-18.4%0.100%
4/22/2025 Cambridge Investment Research Advisors Inc.8,143$637K0.0%-7.6%0.176%
4/16/2025 Seros Financial LLC9,220$722K0.5%-10.5%0.216%
4/10/2025 Secure Asset Management LLC2,844$223K0.0%-50.9%0.067%
4/8/2025 Legacy Financial Strategies LLC5,500$430K0.1%-35.3%0.129%
3/6/2025Plotkin Financial Advisors LLC4,818$427K0.3%-5.3%0.142%
2/18/2025Mpwm Advisory Solutions LLC919$81K0.1%N/A0.013%
2/17/2025D. E. Shaw & Co. Inc.15,388$1.36M0.0%-57.4%0.217%
2/17/2025EHP Funds Inc.98,100$8.70M8.0%N/A1.382%
2/17/2025Bank of America Corp DE103,857$9.21M0.0%+15.8%1.463%
2/17/2025BNP Paribas Financial Markets143,151$12.69M0.0%+50.4%2.016%
2/17/2025Ameriprise Financial Inc.55,815$4.95M0.0%+3.1%0.786%
2/14/2025Jane Street Group LLC78,800$6.99M0.0%+9.4%1.110%
2/14/2025Coppell Advisory Solutions LLC477$42K0.0%-22.1%0.007%
2/14/2025IHT Wealth Management LLC4,273$379K0.0%-51.6%0.060%
2/14/2025MML Investors Services LLC35,444$3.14M0.0%-4.0%0.499%
2/13/2025NewEdge Advisors LLC9,211$817K0.0%-11.7%0.130%
2/13/2025Barclays PLC1,300$115K0.0%N/A0.018%
2/13/2025Townsquare Capital LLC3,992$354K0.0%N/A0.056%
2/13/2025Raymond James Financial Inc.192,777$17.09M0.0%N/A2.715%
2/13/2025Advisory Services Network LLC2,491$221K0.0%-34.5%0.035%
2/13/2025Renaissance Technologies LLC18,300$1.62M0.0%N/A0.258%
2/13/2025Bank of Montreal Can27,281$2.42M0.0%-43.0%0.384%
2/13/2025 Trek Financial LLC4,933$437K0.0%N/A0.069%
2/13/2025 Envestnet Asset Management Inc.32,866$2.91M0.0%+17.1%0.463%
2/13/2025Wells Fargo & Company MN364,548$32.32M0.0%-1.0%5.134%
2/12/2025CIBC Private Wealth Group LLC431$39K0.0%+229.0%0.006%
2/12/2025JPMorgan Chase & Co.59,986$5.32M0.0%+28.6%0.845%
2/11/2025LPL Financial LLC133,493$11.83M0.0%-7.2%1.880%
2/11/2025 Runnymede Capital Advisors Inc.526$47K0.0%N/A0.007%
2/10/2025 Axxcess Wealth Management LLC2,829$251K0.0%N/A0.040%
2/10/2025Harbour Investments Inc.315$28K0.0%N/A0.004%
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2/10/2025Commonwealth Equity Services LLC16,534$1.47M0.0%-11.5%0.233%
2/10/2025Avantax Advisory Services Inc.45,297$4.02M0.0%+240.5%0.638%
2/10/2025Chicago Wealth Management Inc.14,494$1.29M0.7%+64.2%0.204%
2/7/2025PFG Advisors10,962$972K0.1%-5.0%0.154%
2/6/2025Raymond James Financial Inc.192,777$17.09M0.0%N/A2.715%
2/6/2025Proficio Capital Partners LLC14,450$1.28M0.0%N/A0.204%
2/6/2025Assetmark Inc.739$66K0.0%-37.8%0.010%
2/6/2025Jones Financial Companies Lllp4,757$422K0.0%+418.2%0.067%
2/5/2025Proficio Capital Partners LLC14,450$1.28M0.0%N/A0.204%
2/5/2025 Oppenheimer & Co. Inc.2,752$244K0.0%+22.7%0.039%
2/5/2025 Oppenheimer Asset Management Inc.5,636$500K0.0%-12.0%0.079%
2/4/2025 Abound Financial LLC19,851$1.76M0.9%N/A0.280%
2/3/2025Boston Financial Mangement LLC3,085$273K0.0%N/A0.043%
2/3/2025Private Advisor Group LLC5,387$478K0.0%-13.2%0.076%
1/31/2025Global Retirement Partners LLC520$46K0.0%+642.9%0.007%
1/31/2025 D.A. Davidson & CO.14,455$1.28M0.0%-5.2%0.204%
1/31/2025 NTV Asset Management LLC40,754$3.61M0.5%-9.4%0.574%
1/27/2025 Stratos Wealth Advisors LLC5,846$518K0.0%+4.2%0.082%
1/27/2025 Stratos Wealth Partners LTD.3,721$330K0.0%-3.6%0.052%
1/24/2025 E&G Advisors LP25,529$2.26M0.6%-2.2%0.360%
1/24/2025Q3 Asset Management126,823$11.24M7.0%N/A1.786%
1/23/2025 Capital Investment Advisory Services LLC31,102$2.76M0.3%+5.6%0.438%
1/17/2025 Secure Asset Management LLC5,787$513K0.1%+101.9%0.082%
1/17/2025 Seros Financial LLC10,297$870K0.8%N/A0.145%
1/10/2025 HBW Advisory Services LLC2,413$214K0.0%N/A0.034%
12/26/2024JPMorgan Chase & Co.46,648$4.16M0.0%-18.3%0.657%
11/25/2024Sanctuary Advisors LLC2,958$274K0.0%-63.9%0.042%
11/15/2024MML Investors Services LLC36,918$3.29M0.0%-19.8%0.520%
11/15/2024Delos Wealth Advisors LLC388$35K0.0%-35.1%0.005%
11/15/2024National Bank of Canada FI1,023$91K0.0%N/A0.014%
11/15/2024Jane Street Group LLC72,041$6.43M0.0%-16.6%1.015%
11/15/2024 Weaver Consulting Group6,239$557K0.2%-12.9%0.088%
11/15/2024IHT Wealth Management LLC8,823$781K0.0%+79.0%0.124%
11/15/2024Integrated Wealth Concepts LLC4,853$433K0.0%-77.9%0.068%
11/15/2024HighTower Advisors LLC2,700$241K0.0%-12.5%0.038%
11/15/2024Hilltop Holdings Inc.9,320$832K0.1%-77.7%0.131%
11/14/2024Plotkin Financial Advisors LLC5,088$454K0.3%N/A0.072%
11/14/2024Flow Traders U.S. LLC11,915$1.06M0.1%+17.7%0.168%
11/13/2024BNP Paribas Financial Markets95,149$8.49M0.0%-2.1%1.340%
11/13/2024 D.A. Davidson & CO.15,253$1.36M0.0%-22.8%0.215%
11/13/2024Bank of Montreal Can47,903$4.29M0.0%+448.6%0.675%
11/6/2024 Oppenheimer & Co. Inc.2,243$200K0.0%-6.1%0.032%
11/6/2024 Oppenheimer Asset Management Inc.6,402$571K0.0%-11.8%0.090%
11/1/2024Assetmark Inc.1,188$106K0.0%-99.9%0.017%
10/23/2024 Burke & Herbert Bank & Trust Co.11,070$988K0.2%-14.3%0.156%
10/22/2024Private Advisor Group LLC6,206$554K0.0%-49.8%0.087%
10/18/2024 E&G Advisors LP26,104$2.33M0.6%-4.6%0.368%
10/18/2024 Legacy Financial Strategies LLC8,500$758K0.2%-11.0%0.120%
10/18/2024Raymond James & Associates195,037$17.40M0.0%-2.4%2.747%
10/18/2024 Stratos Wealth Advisors LLC5,609$501K0.0%-3.4%0.079%
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10/16/2024 Vontobel Holding Ltd.2,436$217K0.0%N/A0.034%
9/5/2024Sanctuary Advisors LLC8,197$682K0.0%N/A0.115%
8/22/2024Cetera Investment Advisers12,349$1.04M0.0%+10.7%0.174%
8/16/2024Northwestern Mutual Wealth Management Co.14,523$1.23M0.0%-28.7%0.205%
8/16/2024Creative Planning21,220$1.79M0.0%-7.0%0.299%
8/16/2024Chicago Wealth Management Inc.6,435$543K0.3%+131.6%0.091%
8/16/2024Ascent Group LLC14,276$1.21M0.1%-7.0%0.201%
8/15/2024Millennium Management LLC46,948$3.97M0.0%N/A0.661%
8/14/2024Bank of Montreal Can8,732$742K0.0%+27.8%0.123%
8/8/2024 Envestnet Asset Management Inc.65,593$5.54M0.0%-19.1%0.924%
(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, 136 institutional investors and hedge funds held shares of Invesco S&P 500 High Beta ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($32.32M), Raymond James & Associates ($17.40M), Raymond James Financial Inc. ($17.09M), BNP Paribas Financial Markets ($12.69M), LPL Financial LLC ($11.83M), Q3 Asset Management ($11.24M), 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 105 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 ($400.90K), Raymond James Financial Inc. ($385.55K), International Assets Investment Management LLC ($320.88K), Cambridge Investment Research Advisors Inc. ($213.19K), Sykon Capital LLC ($151.86K), Q3 Asset Management ($126.82K), and Fischer Investment Strategies LLC ($109.23K).

How much institutional buying is happening at Invesco S&P 500 High Beta ETF?

Institutional investors have bought a total of 3,290,158 shares in the last 24 months. This purchase volume represents approximately $267.45M in transactions.

Which Invesco S&P 500 High Beta ETF major shareholders have been selling company stock?

Of the 74 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: Assetmark Inc. ($1.14M), Wells Fargo & Company MN ($877.50K), LPL Financial LLC ($356.65K), Raymond James Financial Services Advisors Inc. ($67.61K), NTV Asset Management LLC ($39.61K), Cumberland Partners Ltd ($39.50K), and Ayalon Insurance Comp Ltd. ($36.13K).

How much institutional selling is happening at Invesco S&P 500 High Beta ETF?

Institutional investors have sold a total of 3,006,388 shares in the last 24 months. This volume of shares sold represents approximately $252.50M in transactions.


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This page (NYSEARCA:SPHB) was last updated on 5/2/2025 by MarketBeat.com Staff
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