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

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$81.71
-0.89 (-1.08%)
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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)
65
Total
Institutional Inflows
(last 12 months)
$165.67M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$124.94M
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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
4/25/2024L.M. Kohn & Company12,025$1.06M0.3%N/A0.163%
4/25/2024 Cambridge Investment Research Advisors Inc.220,221$19.32M0.1%+3,030.4%2.976%
4/23/2024 Global Retirement Partners LLC1,143$100K0.0%+4,472.0%0.015%
4/23/2024 Gradient Investments LLC4,382$384K0.0%-7.0%0.059%
4/23/2024 Raymond James Financial Services Advisors Inc.43,276$3.80M0.0%-16.7%0.585%
4/22/2024 Raymond James & Associates203,164$17.83M0.0%-5.8%2.745%
4/19/2024 E&G Advisors LP28,311$2.48M0.8%-0.6%0.383%
4/13/2024 New England Professional Planning Group Inc.5,819$511K0.3%-18.6%0.067%
4/12/2024 Ignite Planners LLC3,876$338K0.1%N/A0.045%
4/9/2024 Deane Retirement Strategies Inc.44,781$3.92M2.0%N/A0.516%
4/5/2024 Summit Financial Group Inc.13,225$1.16M0.4%-3.5%0.152%
3/5/2024Greenwood Capital Associates LLC4,784$394K0.1%N/A0.055%
2/14/2024VitalStone Financial LLC2,795$230K0.2%+698.6%0.032%
2/14/2024XML Financial LLC3,229$266K0.0%+4.4%0.037%
2/14/2024Wealth Quarterback LLC74,302$6.12M3.7%N/A0.856%
2/13/2024Tower Research Capital LLC TRC1,118$92K0.0%+2,500.0%0.013%
2/12/2024Fischer Investment Strategies LLC109,225$9M6.8%N/A1.258%
2/12/2024Parallel Advisors LLC725$60K0.0%-45.3%0.008%
2/12/2024Hilltop Holdings Inc.39,183$3.23M0.4%+56.4%0.451%
2/9/2024Advisory Services Network LLC2,933$242K0.0%-15.4%0.034%
2/9/2024Trexquant Investment LP6,989$576K0.0%+76.9%0.081%
2/9/2024D.A. Davidson & CO.27,207$2.24M0.0%+3.1%0.313%
2/9/2024Wells Fargo & Company MN475,958$39.22M0.0%-64.7%5.483%
2/7/2024BNP Paribas Financial Markets50,289$4.14M0.0%-2.3%0.579%
2/6/2024NTV Asset Management LLC58,125$4.79M0.8%-17.1%0.670%
2/6/2024Sykon Capital LLC130,938$10.79M4.3%N/A1.509%
2/6/2024Vestmark Advisory Solutions Inc.54,553$4.50M0.2%N/A0.628%
2/5/2024 Win Advisors Inc.5,815$479K0.2%N/A0.067%
2/2/2024Simplex Trading LLC5,254$432K0.0%N/A0.061%
2/2/2024Atria Wealth Solutions Inc.2,713$224K0.0%N/A0.031%
2/1/2024Cumberland Partners Ltd51,805$4.25M0.4%+76.8%0.597%
2/1/2024 Legacy Financial Strategies LLC10,505$866K0.2%+4.2%0.121%
2/1/2024Capital Investment Advisory Services LLC16,808$1.39M0.1%+6.8%0.194%
2/1/2024 CWM LLC1,595$131K0.0%+33.2%0.018%
1/31/2024 KFG Wealth Management LLC94,692$7.80M3.6%-9.9%1.091%
1/30/2024TRUE Private Wealth Advisors4,808$396K0.1%-22.0%0.055%
1/30/2024Vontobel Holding Ltd.6,182$510K0.0%N/A0.071%
1/29/2024Koshinski Asset Management Inc.10,064$829K0.1%+83.8%0.116%
1/26/2024 Fingerlakes Wealth Management Inc.3,485$287K0.3%N/A0.040%
1/26/2024Geneos Wealth Management Inc.912$75K0.0%+629.6%0.011%
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1/25/2024 E&G Advisors LP28,491$2.35M0.8%-2.9%0.328%
1/25/2024 International Assets Investment Management LLC71,667$5.91M0.0%N/A0.826%
1/25/2024One Wealth Management Investment & Advisory Services LLC5,722$471K0.2%N/A0.066%
1/24/2024 Stratos Wealth Partners LTD.2,694$222K0.0%-5.7%0.031%
1/24/2024 International Assets Investment Management LLC71,667$5.91M0.0%N/A0.826%
1/22/2024 Weaver Consulting Group7,164$590K0.2%-1.9%0.083%
1/19/2024PFG Advisors11,990$988K0.1%-7.6%0.138%
1/19/2024 Synergy Asset Management LLC38,255$3.15M0.6%N/A0.441%
1/18/2024 Gradient Investments LLC4,712$388K0.0%-3.8%0.054%
1/16/2024 FSC Wealth Advisors LLC40,438$3.33M2.4%N/A0.466%
1/16/2024 Raymond James Financial Services Advisors Inc.51,974$4.28M0.0%-53.1%0.599%
1/16/2024 Raymond James & Associates215,641$17.77M0.0%+8.4%2.484%
1/16/2024 Ayalon Insurance Comp Ltd.26,021$2.14M0.8%-40.5%0.300%
1/12/2024 Summit Financial Group Inc.13,710$1.13M0.4%-9.5%0.158%
1/8/2024Vigilare Wealth Management3,053$252K0.1%N/A0.035%
11/16/2023GTS Securities LLC12,760$895K0.0%-71.9%0.147%
11/15/2023Riggs Asset Managment Co. Inc.17,172$1.20M0.4%+30.9%0.198%
11/15/2023Jackson Wealth Management LLC7,761$544K0.1%N/A0.089%
11/14/2023Private Advisory Group LLC3,381$237K0.0%N/A0.039%
11/13/2023LPL Financial LLC442,451$31.02M0.0%-12.8%5.097%
11/13/2023TRUE Private Wealth Advisors6,165$432K0.1%N/A0.071%
11/13/2023Envestnet Asset Management Inc.44,913$3.15M0.0%+69.1%0.517%
11/13/2023Kestra Advisory Services LLC10,462$733K0.0%-13.7%0.121%
11/13/2023 Legacy Financial Strategies LLC10,085$683K0.2%+42.3%0.116%
11/9/2023Oliver Lagore Vanvalin Investment Group823$58K0.0%-91.6%0.009%
11/9/2023UBS Group AG33,057$2.32M0.0%-13.7%0.381%
11/8/2023HighTower Advisors LLC6,963$488K0.0%N/A0.080%
11/8/2023D.A. Davidson & CO.26,398$1.85M0.0%+2.9%0.304%
11/8/2023Cumberland Partners Ltd29,300$2.05M0.2%N/A0.338%
11/8/2023Avantax Advisory Services Inc.5,834$409K0.0%-10.9%0.067%
11/8/2023Oppenheimer Asset Management Inc.10,352$726K0.0%-3.6%0.119%
11/6/2023NTV Asset Management LLC70,130$4.92M0.9%-5.0%0.808%
11/3/2023ORG Partners LLC456$32K0.0%-75.8%0.005%
11/3/2023Private Advisor Group LLC10,089$707K0.0%+2.9%0.116%
11/2/2023Capital Investment Advisory Services LLC15,733$1.10M0.1%+47.8%0.181%
11/1/2023Orion Portfolio Solutions LLC5,183$363K0.0%-35.3%0.060%
10/27/2023 Gradient Investments LLC4,900$343K0.0%-3.4%0.056%
10/26/2023 WESPAC Advisors LLC10,000$701K0.5%+100.0%0.115%
10/25/2023 E&G Advisors LP29,348$2.06M0.8%-3.0%0.338%
10/24/2023 Stratos Wealth Advisors LLC5,458$383K0.0%+9.1%0.063%
10/24/2023 Stratos Wealth Partners LTD.2,856$200K0.0%-8.1%0.033%
10/24/2023 Raymond James Financial Services Advisors Inc.110,885$7.77M0.0%+104.5%1.277%
10/24/2023 Raymond James & Associates198,926$13.95M0.0%-0.6%2.292%
10/24/2023 Cambridge Investment Research Advisors Inc.4,877$342K0.0%-24.2%0.056%
10/23/2023Commonwealth Equity Services LLC11,460$803K0.0%-4.4%0.132%
10/18/2023Proficio Capital Partners LLC25,449$1.78M0.2%-25.9%0.293%
10/17/2023 KFG Wealth Management LLC105,116$7.37M4.0%N/A1.211%
10/17/2023 Summit Financial Group Inc.15,155$1.06M0.4%-14.6%0.175%
10/13/2023 Weaver Consulting Group7,306$512K0.2%-12.9%0.084%
10/13/2023PFG Advisors12,981$910K0.1%-5.7%0.150%
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10/12/2023IFP Advisors Inc13,892$974K0.0%+70.1%0.160%
10/11/2023 D. Scott Neal Inc.27,072$1.90M1.6%-35.6%0.312%
10/11/2023 CWM LLC1,197$84K0.0%+33.4%0.014%
10/10/2023Householder Group Estate & Retirement Specialist LLC706$49K0.0%N/A0.008%
8/21/2023VitalStone Financial LLC350$27K0.0%-97.4%0.004%
8/15/2023Proficio Capital Partners LLC34,345$2.62M0.4%+488.6%0.396%
8/14/2023MML Investors Services LLC363,031$27.73M0.2%-1.4%4.182%
8/11/2023 Security Financial Services INC.7,205$550K0.2%-46.9%0.083%
8/11/2023Kestra Advisory Services LLC12,128$926K0.0%-2.1%0.140%
8/11/2023D.A. Davidson & CO.25,642$1.96M0.0%+4.5%0.295%
(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, 125 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), Affinity Wealth Management LLC ($24.12M), Cambridge Investment Research Advisors Inc. ($19.32M), and Raymond James & Associates ($17.83M).Learn more on SPHB's institutional investors.

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

Of the 96 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), Advisor Group Holdings Inc. ($247.48K), Cambridge Investment Research Advisors Inc. ($213.19K), Raymond James Financial Services Advisors Inc. ($204.51K), and Wells Fargo & Company MN ($180.23K).

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

Institutional investors have bought a total of 4,452,210 shares in the last 24 months. This purchase volume represents approximately $315.66M in transactions.

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

Of the 71 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), Bank of America Corp DE ($647.05K), LPL Financial LLC ($640.41K), RiverFront Investment Group LLC ($250.52K), Envestnet Asset Management Inc. ($199.14K), Raymond James & Associates ($198.62K), and Oppenheimer & Co. Inc. ($164.35K).

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

Institutional investors have sold a total of 4,351,003 shares in the last 24 months. This volume of shares sold represents approximately $317.90M in transactions.


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This page (NYSEARCA:SPHB) was last updated on 4/25/2024 by MarketBeat.com Staff

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