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

Invesco S&P 500 High Beta ETF logo
$146.25 +1.93 (+1.34%)
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)
68
Total
Institutional Inflows
(last 12 months)
$195.21M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$110.44M
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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
8/23/2026 Hyundai Investments Co. Ltd.4,341$665K0.7%-42.9%0.063%
8/23/2026 Hutchens & Kramer Investment Management Group LLC32,356$5.03M1.4%+3.9%0.467%
8/22/2026 Valued Retirements Inc.1,400$218K0.2%-35.5%0.020%
8/21/2026 Continuum Advisory LLC500$78K0.0%N/A0.007%
7/10/2026 Wealthcare Advisory Partners LLC4,829$751K0.0%N/A0.072%
7/9/2026 Focus Financial Network Inc.1,699$264K0.0%N/A0.025%
7/8/2026 Midwest Financial Network LLC5,049$785K0.5%+105.3%0.074%
6/4/2026 Midwest Financial Network LLC2,459$285K0.2%N/A0.041%
6/3/2026 NewEdge Advisors LLC141,161$16.37M0.1%+271,363.5%2.353%
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%
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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%
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%
1/28/2026 Fischer 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%
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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%
11/17/2025 Citadel Advisors LLC101,679$11.16M0.0%+0.5%2.127%


SPHB Institutional Ownership - Frequently Asked Questions

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 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 ($16.37M), and Axiom Financial Strategies LLC ($15.21M).Learn more on Invesco S&P 500 High Beta ETF's institutional investors.

Of the 110 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), NewEdge Advisors LLC ($282.17K), LPL Financial LLC ($275.41K), Allianz SE ($223.51K), Wells Fargo & Company MN ($164.52K), and Axiom Financial Strategies LLC ($135.62K).

Institutional investors have bought a total of 1,702,140 shares in the last 24 months. This purchase volume represents approximately $195.21M in transactions.

Of the 42 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 ($437.77K), Goldman Sachs Group Inc. ($192.49K), Raymond James Financial Inc. ($93.20K), BNP Paribas Financial Markets ($60.11K), Hilltop Holdings Inc. ($49.24K), Royal Bank of Canada ($33.64K), and Renaissance Technologies LLC ($14.20K).

Institutional investors have sold a total of 976,217 shares in the last 24 months. This volume of shares sold represents approximately $110.44M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SPHB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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