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

Invesco S&P 500 High Beta ETF logo
$141.98 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 High Beta ETF (NYSEARCA:SPHB)

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$210.35M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$161.44M
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Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026 NewEdge Advisors LLC141,109$16.36M0.3%+271,263.5%2.352%
5/19/2026 Bank of America Corp DE77,638$9.00M0.0%-25.3%1.294%
5/18/2026 Royal Bank of Canada73,240$8.49M0.0%-12.0%1.221%
5/15/2026 Gateway Wealth Partners LLC4,312$500K0.0%+74.9%0.072%
5/15/2026 Quadcap Wealth Management LLC3,480$404K0.0%-28.5%0.058%
5/14/2026 Hilltop Holdings Inc.13,473$1.56M0.1%+75.3%0.225%
5/13/2026 Cetera Investment Advisers29,595$3.43M0.0%+29.9%0.493%
5/7/2026 Commonwealth Financial Services LLC16,012$1.86M0.3%N/A0.267%
5/6/2026 Cornerstone Planning Group LLC328$38K0.0%+43.9%0.005%
5/6/2026 Independent Financial Group LLC2,025$235K0.0%N/A0.034%
5/5/2026 D.A. Davidson & CO.10,138$1.18M0.0%-0.8%0.169%
5/5/2026 Seros Financial LLC6,507$754K0.5%-29.4%0.108%
5/4/2026 Abound Financial LLC17,895$2.08M0.9%-0.9%0.298%
5/1/2026 Fifth Third Bancorp4,765$553K0.0%N/A0.079%
4/21/2026 RCS Financial Planning LLC3,117$361K0.2%N/A0.062%
4/21/2026 KFG Wealth Management LLC2,256$262K0.0%-42.4%0.045%
4/17/2026 XML Financial LLC2,454$285K0.0%-20.2%0.049%
2/19/2026 Axxcess Wealth Management LLC2,340$274K0.0%N/A0.042%
2/18/2026 Mercer Global Advisors Inc. ADV2,127$250K0.0%N/A0.038%
2/18/2026 VestGen Advisors LLC2,086$244K0.0%N/A0.037%
2/18/2026 IHT Wealth Management LLC2,630$308K0.0%-17.2%0.047%
2/18/2026 BNB Wealth Management LLC35,114$4.11M2.6%N/A0.628%
2/17/2026 Cetera Investment Advisers22,789$2.67M0.0%+0.7%0.408%
2/17/2026 Hilltop Holdings Inc.7,685$899K0.1%-86.5%0.137%
2/17/2026 Equitable Holdings Inc.2,128$249K0.0%N/A0.038%
2/17/2026 Osaic Holdings Inc.13,500$1.58M0.0%-48.0%0.242%
2/17/2026 &PARTNERS2,063$241K0.0%-6.8%0.037%
2/17/2026 Royal Bank of Canada83,267$9.74M0.0%-22.1%1.490%
2/17/2026 Hyundai Investments Co. Ltd.2,932$347K0.3%N/A0.052%
2/17/2026 Abound Financial LLC18,051$2.11M0.5%-5.9%0.323%
2/16/2026 MML Investors Services LLC23,752$2.78M0.0%-12.2%0.425%
2/16/2026 Mariner LLC8,565$1.00M0.0%-16.8%0.153%
2/13/2026 CreativeOne Wealth LLC5,533$647K0.0%N/A0.099%
2/13/2026 Kestra Advisory Services LLC12,748$1.49M0.0%-11.4%0.228%
2/13/2026 Winter & Associates Inc.20,737$2.43M2.2%N/A0.371%
2/13/2026 Stifel Financial Corp3,856$451K0.0%+44.7%0.069%
2/13/2026 Avant Capital LLC3,636$425K0.3%+6.1%0.065%
2/13/2026 Wells Fargo & Company MN381,649$44.64M0.0%+75.8%6.827%
2/12/2026 Jane Street Group LLC5,004$585K0.0%-24.2%0.090%
2/12/2026 Burke & Herbert Bank & Trust Co.2,650$310K0.1%-73.7%0.047%
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2/12/2026 Commonwealth Equity Services LLC17,106$2.00M0.0%+13.8%0.306%
2/12/2026 Renaissance Technologies LLC3,800$444K0.0%-78.9%0.068%
2/12/2026EHP Funds Inc.15,500$1.81M4.2%-17.1%0.277%
2/12/2026 Bank of Montreal Can21,153$2.47M0.0%+16.4%0.378%
2/11/2026 Gateway Wealth Partners LLC2,466$289K0.0%+14.4%0.044%
2/11/2026 Janney Montgomery Scott LLC3,017$353K0.0%+38.6%0.054%
2/11/2026 Focus Partners Advisor Solutions LLC20,737$2.43M0.0%-27.6%0.371%
2/11/2026 LPL Financial LLC221,840$25.95M0.0%+11.9%3.969%
2/11/2026 JPMorgan Chase & Co.50,011$5.85M0.0%+6.9%0.895%
2/11/2026 XML Financial LLC3,076$360K0.0%+23.5%0.055%
2/10/2026 Goldman Sachs Group Inc.710,002$83.05M0.0%-21.3%12.701%
2/10/2026 BNP Paribas Financial Markets110,429$12.92M0.0%-35.2%1.975%
2/10/2026 Weaver Consulting Group5,129$600K0.1%-9.2%0.092%
2/10/2026 Northwestern Mutual Wealth Management Co.14,930$1.75M0.0%+72.0%0.267%
2/6/2026 Axxcess Wealth Management LLC2,340$274K0.0%N/A0.042%
2/6/2026 Fortis Group Advisors LLC34,738$4.21M0.7%N/A0.621%
2/5/2026 Northwestern Mutual Wealth Management Co.382,849$44.42M0.0%+4,310.2%6.849%
2/4/2026 Money Concepts Capital Corp28,308$3.31M0.2%N/A0.508%
2/3/2026 International Assets Investment Management LLC420$49K0.0%N/A0.008%
2/2/2026 Advisors Preferred LLC9,200$1.10M0.2%+1.1%0.165%
2/2/2026 Cornerstone Planning Group LLC228$28K0.0%N/A0.004%
1/30/2026 Reicon Wealth Advisors LLC3,706$433K0.3%N/A0.067%
1/29/2026Comerica Bank4,765$557K0.0%-1.7%0.085%
1/29/2026 D.A. Davidson & CO.10,222$1.20M0.0%-1.3%0.183%
1/29/2026 UBS Group AG71,514$8.37M0.0%+64.7%1.282%
1/29/2026 Concurrent Investment Advisors LLC2,304$269K0.0%N/A0.041%
1/28/2026Fischer Investment Strategies LLC1,854$217K0.1%N/A0.033%
1/27/2026 PFG Advisors117,266$13.72M0.7%+25.9%2.102%
1/23/2026 E&G Advisors LP14,565$1.70M0.4%-1.7%0.263%
1/23/2026 Axiom Financial Strategies LLC130,070$15.21M6.4%-4.1%2.348%
1/21/2026 KFG Wealth Management LLC3,916$458K0.1%N/A0.071%
1/21/2026 Flagship Harbor Advisors LLC920$108K0.0%N/A0.017%
1/21/2026 Sowell Financial Services LLC8,860$1.04M0.0%N/A0.160%
1/20/2026 Secure Asset Management LLC4,837$566K0.1%+75.1%0.088%
1/20/2026 Realta Investment Advisors630$74K0.0%N/A0.011%
1/20/2026 Stratos Wealth Advisors LLC5,800$678K0.0%+1.7%0.105%
1/20/2026 NTV Asset Management LLC29,817$3.49M0.4%-3.4%0.541%
1/14/2026 Wealthcare Advisory Partners LLC6,631$776K0.0%N/A0.125%
1/13/2026 Synergy Asset Management LLC22,745$2.66M0.3%N/A0.450%
1/9/2026 Tactive Advisors LLC20,523$2.40M0.7%-11.5%0.394%
1/8/2026 Chesapeake Asset Management LLC350$41K0.0%N/A0.007%
1/8/2026 Hutchens & Kramer Investment Management Group LLC5,112$598K0.2%N/A0.098%
1/1/2026 JPMorgan Chase & Co.46,767$5.14M0.0%-6.5%0.978%
11/17/2025 Quadcap Wealth Management LLC4,870$535K0.1%-13.1%0.102%
11/17/2025 Northwestern Mutual Wealth Management Co.8,681$953K0.0%+26.2%0.182%
11/17/2025 Mariner LLC10,294$1.13M0.0%N/A0.215%
11/17/2025 National Bank of Canada FI806$88K0.0%-65.7%0.017%
11/17/2025 Integrated Wealth Concepts LLC4,620$507K0.0%N/A0.097%
11/17/2025 Hilltop Holdings Inc.56,921$6.25M0.3%+116.3%1.191%
11/17/2025 Flow Traders U.S. LLC13,811$1.52M0.1%N/A0.289%
Read this warning immediately (Ad)

Porter Stansberry, founder of one of the world's largest financial research firms, says he's breaking the biggest story of his 26-year career. A famous historian whose books have sold over 45 million copies in 65 languages is warning of a structural shift so large it has only one historical parallel - 1776. One Stanford economist calls it 'the biggest change ever - bigger than electricity, bigger than the steam engine.' Stansberry outlines the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.tc pixel

Read Porter Stansberry's full breakdown and protect your wealth now
11/17/2025 Citadel Advisors LLC101,679$11.16M0.0%+0.5%2.127%
11/17/2025 Axiom Financial Strategies LLC135,621$14.89M6.4%N/A2.837%
11/17/2025 Bank of America Corp DE74,473$8.18M0.0%-84.7%1.558%
11/17/2025 Ameriprise Financial Inc.27,458$3.02M0.0%+185.0%0.574%
11/14/2025 Creative Planning15,203$1.67M0.0%-17.9%0.318%
11/14/2025 Raymond James Financial Inc.66,499$7.30M0.0%-58.4%1.391%
11/14/2025 TRUE Private Wealth Advisors1,903$209K0.0%-77.0%0.040%
11/14/2025 Tower Research Capital LLC TRC 20,146$2.21M0.1%N/A0.421%
11/14/2025EHP Funds Inc.18,700$2.05M1.8%-12.2%0.391%
11/13/2025 UBS Group AG43,430$4.77M0.0%+42.8%0.909%


SPHB Institutional Ownership - Frequently Asked Questions

During the previous two years, 141 institutional investors and hedge funds held shares of Invesco S&P 500 High Beta ETF. The most heavily invested institutionals were Goldman Sachs Group Inc. ($83.05M), Wells Fargo & Company MN ($44.64M), LPL Financial LLC ($25.95M), Allianz SE ($21.80M), Raymond James & Associates ($17.40M), NewEdge Advisors LLC ($16.36M), and Axiom Financial Strategies LLC ($15.21M).Learn more on Invesco S&P 500 High Beta ETF's institutional investors.

Of the 111 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), Northwestern Mutual Wealth Management Co. ($382.22K), LPL Financial LLC ($275.41K), Allianz SE ($223.51K), Wells Fargo & Company MN ($164.52K), NewEdge Advisors LLC ($141.06K), and Axiom Financial Strategies LLC ($135.62K).

Institutional investors have bought a total of 1,890,955 shares in the last 24 months. This purchase volume represents approximately $210.35M in transactions.

Of the 49 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: Bank of America Corp DE ($860.59K), Goldman Sachs Group Inc. ($225.43K), Raymond James Financial Inc. ($93.65K), BNP Paribas Financial Markets ($60.11K), Hilltop Holdings Inc. ($49.24K), Royal Bank of Canada ($33.64K), and EHP Funds Inc. ($19.30K).

Institutional investors have sold a total of 1,508,062 shares in the last 24 months. This volume of shares sold represents approximately $161.44M in transactions.


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This page (NYSEARCA:SPHB) was last updated on 5/26/2026 by MarketBeat.com Staff.
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