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

Invesco S&P 500 High Beta ETF logo
$103.70 +0.85 (+0.83%)
Closing price 07/25/2025 04:10 PM Eastern
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$103.70 0.00 (0.00%)
As of 07/25/2025 04:37 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
57
Total
Institutional Inflows
(last 12 months)
$138.65M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$138.47M
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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
7/25/2025Atria Wealth Solutions Inc.10,289$1.00M0.0%N/A0.235%
7/25/2025Commonwealth Financial Services LLC45,863$4.47M0.9%N/A1.049%
7/25/20251858 Wealth Management LLC2,180$213K0.2%N/A0.050%
7/23/2025 New England Professional Planning Group Inc.3,591$350K0.2%-38.6%0.082%
7/21/2025 NTV Asset Management LLC31,869$3.11M0.4%-9.9%0.724%
7/17/2025 XML Financial LLC2,490$243K0.0%N/A0.065%
7/14/2025 E&G Advisors LP14,815$1.45M0.4%-38.3%0.370%
7/14/2025 Sowell Financial Services LLC13,100$1.28M0.1%N/A0.328%
7/10/2025 Wealth Enhancement Advisory Services LLC2,126$213K0.0%N/A0.050%
7/8/2025 Gradient Investments LLC3,172$309K0.0%-19.2%0.076%
6/27/2025Goldman Sachs Group Inc.86,487$6.77M0.0%-27.6%2.190%
5/19/2025Jane Street Group LLC5,683$445K0.0%-92.8%0.136%
5/16/2025Coppell Advisory Solutions LLC26,377$2.06M0.2%+5,429.8%0.633%
5/16/2025Goldman Sachs Group Inc.86,487$6.77M0.0%-27.6%2.074%
5/16/2025Jones Financial Companies Lllp76,121$5.96M0.0%+1,500.2%1.825%
5/15/2025Royal Bank of Canada137,049$10.73M0.0%+13.3%3.287%
5/14/2025Comerica Bank5,560$435K0.0%-20.8%0.133%
5/14/2025Northwestern Mutual Wealth Management Co.7,928$620K0.0%-7.6%0.190%
5/14/2025Flow Traders U.S. LLC37,109$2.90M0.1%+1,056.0%0.890%
5/13/2025Raymond James Financial Inc.160,144$12.53M0.0%-16.9%3.466%
5/13/2025Vestmark Advisory Solutions Inc.95,018$7.44M0.2%N/A2.057%
5/12/2025Cynosure Group LLC63,552$4.97M0.7%N/A1.376%
5/12/2025National Bank of Canada FI1,529$120K0.0%+526.6%0.033%
5/7/2025LPL Financial LLC385,387$30.16M0.0%+188.7%8.342%
5/6/2025Cetera Investment Advisers5,586$437K0.0%-4.6%0.121%
5/6/2025Avantax Advisory Services Inc.36,731$2.88M0.0%-18.9%0.795%
5/6/2025PFG Advisors10,818$847K0.0%-1.3%0.234%
5/5/2025Private Advisor Group LLC4,775$374K0.0%-11.4%0.103%
5/1/2025Gateway Wealth Partners LLC15,949$1.25M0.3%N/A0.345%
4/30/2025Stratos 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%
4/29/2025Envestnet Asset Management Inc.22,633$1.77M0.0%-31.1%0.490%
4/29/2025Bank of New York Mellon Corp4,767$373K0.0%N/A0.103%
4/29/2025Capital Investment Advisory Services LLC33,778$2.64M0.2%+8.6%0.731%
4/28/2025D.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%
4/23/2025Oppenheimer Asset Management Inc.4,600$360K0.0%-18.4%0.100%
4/22/2025Cambridge 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%
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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%
2/13/2025Trek Financial LLC4,933$437K0.0%N/A0.069%
2/13/2025Envestnet 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%
2/11/2025Runnymede Capital Advisors Inc.526$47K0.0%N/A0.007%
2/10/2025Axxcess Wealth Management LLC2,829$251K0.0%N/A0.040%
2/10/2025Harbour Investments Inc.315$28K0.0%N/A0.004%
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%
2/5/2025Oppenheimer & Co. Inc.2,752$244K0.0%+22.7%0.039%
2/5/2025Oppenheimer Asset Management Inc.5,636$500K0.0%-12.0%0.079%
2/4/2025Abound 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%
1/31/2025D.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%
1/27/2025Stratos Wealth Advisors LLC5,846$518K0.0%+4.2%0.082%
1/27/2025Stratos 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%
1/23/2025Capital Investment Advisory Services LLC31,102$2.76M0.3%+5.6%0.438%
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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%
11/15/2024Weaver Consulting Group6,239$557K0.2%-12.9%0.088%
(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, 137 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), LPL Financial LLC ($30.16M), Raymond James & Associates ($17.40M), BNP Paribas Financial Markets ($12.69M), Raymond James Financial Inc. ($12.53M), Q3 Asset Management ($11.24M), and Sykon Capital LLC ($10.79M).Learn more on Invesco S&P 500 High Beta ETF's institutional investors.

Which institutional investors have been buying Invesco S&P 500 High Beta ETF's stock?

Of the 104 institutional investors that purchased Invesco S&P 500 High Beta ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($385.55K), LPL Financial LLC ($251.89K), Cambridge Investment Research Advisors Inc. ($213.19K), Sykon Capital LLC ($151.86K), Vestmark Advisory Solutions Inc. ($149.57K), International Assets Investment Management LLC ($144.21K), and Q3 Asset Management ($126.82K).

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

Institutional investors have bought a total of 1,627,659 shares in the last 24 months. This purchase volume represents approximately $138.65M in transactions.

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

Of the 48 institutional investors that sold Invesco S&P 500 High Beta ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($1.14M), Jane Street Group LLC ($87.45K), Goldman Sachs Group Inc. ($65.87K), Raymond James Financial Inc. ($32.63K), Hilltop Holdings Inc. ($32.56K), Envestnet Asset Management Inc. ($25.68K), and D. E. Shaw & Co. Inc. ($20.77K).

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

Institutional investors have sold a total of 1,578,283 shares in the last 24 months. This volume of shares sold represents approximately $138.47M in transactions.


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This page (NYSEARCA:SPHB) was last updated on 7/26/2025 by MarketBeat.com Staff
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