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

Invesco S&P 500 High Beta ETF logo
$89.91 +1.56 (+1.77%)
(As of 12/20/2024 04:33 PM ET)
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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)
54
Total
Institutional Inflows
(last 12 months)
$107.41M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$201.08M
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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
11/25/2024 Sanctuary Advisors LLC2,958$274K0.0%-63.9%0.042%
11/15/2024 MML Investors Services LLC36,918$3.29M0.0%-19.8%0.520%
11/15/2024 Delos Wealth Advisors LLC388$35K0.0%-35.1%0.005%
11/15/2024 National Bank of Canada FI1,023$91K0.0%N/A0.014%
11/15/2024 Jane Street Group LLC72,041$6.43M0.0%-16.6%1.015%
11/15/2024 Weaver Consulting Group6,239$557K0.2%-12.9%0.088%
11/15/2024 IHT Wealth Management LLC8,823$781K0.0%+79.0%0.124%
11/15/2024 Integrated Wealth Concepts LLC4,853$433K0.0%-77.9%0.068%
11/15/2024 HighTower Advisors LLC2,700$241K0.0%-12.5%0.038%
11/15/2024 Hilltop Holdings Inc.9,320$832K0.1%-77.7%0.131%
11/14/2024 Plotkin Financial Advisors LLC5,088$454K0.3%N/A0.072%
11/14/2024 Flow Traders U.S. LLC11,915$1.06M0.1%+17.7%0.168%
11/13/2024 BNP 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%
11/13/2024 Bank 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%
11/1/2024 Assetmark 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%
10/22/2024 Private Advisor Group LLC6,206$554K0.0%-49.8%0.087%
10/18/2024E&G Advisors LP26,104$2.33M0.6%-4.6%0.368%
10/18/2024Legacy Financial Strategies LLC8,500$758K0.2%-11.0%0.120%
10/18/2024Raymond James & Associates195,037$17.40M0.0%-2.4%2.747%
10/18/2024Stratos Wealth Advisors LLC5,609$501K0.0%-3.4%0.079%
10/16/2024 Vontobel Holding Ltd.2,436$217K0.0%N/A0.034%
9/5/2024 Sanctuary Advisors LLC8,197$682K0.0%N/A0.115%
8/22/2024 Cetera Investment Advisers12,349$1.04M0.0%+10.7%0.174%
8/16/2024 Northwestern Mutual Wealth Management Co.14,523$1.23M0.0%-28.7%0.205%
8/16/2024 Creative Planning21,220$1.79M0.0%-7.0%0.299%
8/16/2024 Chicago Wealth Management Inc.6,435$543K0.3%+131.6%0.091%
8/16/2024 Ascent Group LLC14,276$1.21M0.1%-7.0%0.201%
8/15/2024 Millennium Management LLC46,948$3.97M0.0%N/A0.661%
8/14/2024 Bank 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%
8/8/2024 Oppenheimer Asset Management Inc.7,261$613K0.0%-19.4%0.102%
8/8/2024 VitalStone Financial LLC375$32K0.0%-42.6%0.005%
8/6/2024 Hanlon Investment Management Inc.4,876$412K0.1%+11.8%0.069%
8/2/2024 Aveo Capital Partners LLC45,240$3.82M0.4%+4.3%0.637%
7/31/2024Commonwealth Equity Services LLC16,383$1.38M0.0%+60.5%0.231%
7/30/2024 International Assets Investment Management LLC871$74K0.0%N/A0.012%
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7/24/2024 Secure Asset Management LLC2,896$245K0.0%-7.6%0.041%
7/19/2024Raymond James & Associates199,780$16.87M0.0%-1.7%2.814%
7/19/2024E&G Advisors LP27,371$2.31M0.7%-3.3%0.386%
7/16/2024 TRUE Private Wealth Advisors4,726$399K0.0%-2.5%0.067%
7/16/2024 Burke & Herbert Bank & Trust Co.12,920$1.09M0.3%N/A0.182%
7/12/2024 Ignite Planners LLC3,564$304K0.1%-8.0%0.050%
7/10/2024 Csenge Advisory Group20,022$1.69M0.1%-4.0%0.282%
7/10/2024Legacy Financial Strategies LLC9,555$815K0.2%-9.0%0.135%
7/10/2024 CWM LLC1,786$151K0.0%-13.9%0.025%
5/17/2024 Comerica Bank2,740$240K0.0%-14.2%0.039%
5/16/2024 Jane Street Group LLC106,251$9.32M0.0%+33.4%1.496%
5/15/2024 Ascent Group LLC15,346$1.35M0.1%N/A0.216%
5/10/2024 Osaic Holdings Inc.117,848$10.34M0.0%+140.0%1.660%
5/10/2024 Cumberland Partners Ltd12,305$1.08M0.1%-76.2%0.173%
5/9/2024 Koshinski Asset Management Inc.8,107$711K0.1%-19.4%0.114%
5/8/2024 Avantax Advisory Services Inc.19,597$1.72M0.0%+235.3%0.276%
5/7/2024 NTV Asset Management LLC51,925$4.56M0.7%-10.7%0.731%
5/7/2024 Oppenheimer & Co. Inc.2,356$207K0.0%-10.4%0.033%
5/7/2024 Oppenheimer Asset Management Inc.9,014$791K0.0%-12.7%0.127%
5/6/2024 Envestnet Portfolio Solutions Inc.5,321$467K0.0%N/A0.075%
5/6/2024 MGB Wealth Management LLC2,552$224K0.1%+17.2%0.036%
5/6/2024 VitalStone Financial LLC653$57K0.0%-76.6%0.009%
5/4/2024 Csenge Advisory Group20,860$1.83M0.1%N/A0.294%
5/3/2024 Proficio Capital Partners LLC11,930$1.05M0.1%-2.7%0.168%
5/2/2024 Hanlon Investment Management Inc.4,362$383K0.1%N/A0.059%
5/1/2024 BNP Paribas Financial Markets49,149$4.31M0.0%-2.3%0.664%
4/30/2024 Private Advisor Group LLC12,419$1.09M0.0%+22.7%0.168%
4/30/2024Commonwealth Equity Services LLC10,209$896K0.0%-4.5%0.138%
4/25/2024 Capital Investment Advisory Services LLC19,164$1.68M0.2%+14.0%0.259%
4/25/2024 L.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%
4/23/2024Raymond James Financial Services Advisors Inc.43,276$3.80M0.0%-16.7%0.585%
4/22/2024Raymond James & Associates203,164$17.83M0.0%-5.8%2.745%
4/19/2024E&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%
4/5/2024Summit Financial Group Inc.13,225$1.16M0.4%-3.5%0.152%
3/5/2024 Greenwood Capital Associates LLC4,784$394K0.1%N/A0.055%
2/14/2024 VitalStone Financial LLC2,795$230K0.2%+698.6%0.032%
2/14/2024 XML Financial LLC3,229$266K0.0%+4.4%0.037%
2/14/2024 Wealth Quarterback LLC74,302$6.12M3.7%N/A0.856%
2/13/2024 Tower Research Capital LLC TRC1,118$92K0.0%+2,500.0%0.013%
2/12/2024 Fischer Investment Strategies LLC109,225$9M6.8%N/A1.258%
2/12/2024 Parallel Advisors LLC725$60K0.0%-45.3%0.008%
2/12/2024 Hilltop Holdings Inc.39,183$3.23M0.4%+56.4%0.451%
2/9/2024 Advisory Services Network LLC2,933$242K0.0%-15.4%0.034%
2/9/2024 Trexquant Investment LP6,989$576K0.0%+76.9%0.081%
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2/9/2024 D.A. Davidson & CO.27,207$2.24M0.0%+3.1%0.313%
2/9/2024 Wells Fargo & Company MN475,958$39.22M0.0%-64.7%5.483%
2/7/2024 BNP Paribas Financial Markets50,289$4.14M0.0%-2.3%0.579%
2/6/2024 NTV Asset Management LLC58,125$4.79M0.8%-17.1%0.670%
2/6/2024 Sykon Capital LLC130,938$10.79M4.3%N/A1.509%
2/6/2024 Vestmark Advisory Solutions Inc.54,553$4.50M0.2%N/A0.628%
2/5/2024 Win Advisors Inc.5,815$479K0.2%N/A0.067%
2/2/2024 Simplex Trading LLC5,254$432K0.0%N/A0.061%
2/2/2024 Atria Wealth Solutions Inc.2,713$224K0.0%N/A0.031%
2/1/2024 Cumberland Partners Ltd51,805$4.25M0.4%+76.8%0.597%
(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, 123 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), Cambridge Investment Research Advisors Inc. ($19.32M), Raymond James & Associates ($17.40M), Sykon Capital LLC ($10.79M), and Osaic Holdings Inc. ($10.34M).Learn more on SPHB's institutional investors.

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

Of the 92 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 ($320.88K), Cambridge Investment Research Advisors Inc. ($213.19K), Wealth Quarterback LLC ($175.82K), Sykon Capital LLC ($151.86K), and WJ Wealth Management LLC ($121.72K).

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

Institutional investors have bought a total of 3,568,005 shares in the last 24 months. This purchase volume represents approximately $263.71M 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: Assetmark Inc. ($1.14M), Wells Fargo & Company MN ($873.93K), LPL Financial LLC ($346.24K), Legend Financial Advisors Inc. ($93.57K), Advisor Group Holdings Inc. ($79.36K), Raymond James Financial Services Advisors Inc. ($70.81K), and Raymond James & Associates ($65.65K).

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

Institutional investors have sold a total of 3,171,979 shares in the last 24 months. This volume of shares sold represents approximately $260.56M in transactions.


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This page (NYSEARCA:SPHB) was last updated on 12/21/2024 by MarketBeat.com Staff
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