Free Trial
→ Countdown to the biggest trade of my 25 yr career (From Timothy Sykes) (Ad) Free SPHB Stock Alerts

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

Invesco S&P 500 High Beta ETF logo
$87.00
+0.40 (+0.46%)
(As of 11/1/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$108.83M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$201.67M
Get SPHB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P 500 High Beta ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Assetmark 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%
9/5/2024Sanctuary Advisors LLC8,197$682K0.0%N/A0.115%
8/22/2024Cetera Investment Advisers12,349$1.04M0.0%+10.7%0.174%
8/16/2024Northwestern 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%
8/16/2024Chicago Wealth Management Inc.6,435$543K0.3%+131.6%0.091%
8/16/2024Ascent Group LLC14,276$1.21M0.1%-7.0%0.201%
8/15/2024Millennium Management LLC46,948$3.97M0.0%N/A0.661%
8/14/2024Bank of Montreal Can8,732$742K0.0%+27.8%0.123%
8/8/2024Envestnet Asset Management Inc.65,593$5.54M0.0%-19.1%0.924%
8/8/2024Oppenheimer 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%
8/2/2024Aveo 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%
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%
7/16/2024TRUE 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%
7/10/2024Csenge 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%
5/17/2024Comerica Bank2,740$240K0.0%-14.2%0.039%
5/16/2024Jane Street Group LLC106,251$9.32M0.0%+33.4%1.496%
5/15/2024Ascent Group LLC15,346$1.35M0.1%N/A0.216%
5/10/2024Osaic Holdings Inc.117,848$10.34M0.0%+140.0%1.660%
5/10/2024Cumberland 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%
5/8/2024Avantax 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%
We recommended Nvidia in 2016, now we’re recommending this… (Ad)

The AI boom is just getting started. And the real wealth has still to be made…

You must read this new presentation from Porter Stansberry.
5/7/2024Oppenheimer & Co. Inc.2,356$207K0.0%-10.4%0.033%
5/7/2024Oppenheimer 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%
5/6/2024MGB Wealth Management LLC2,552$224K0.1%+17.2%0.036%
5/6/2024 VitalStone Financial LLC653$57K0.0%-76.6%0.009%
5/4/2024Csenge Advisory Group20,860$1.83M0.1%N/A0.294%
5/3/2024Proficio 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%
5/1/2024BNP 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%
4/25/2024L.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%
4/23/2024Raymond 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%
2/14/2024XML 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%
2/12/2024 Fischer 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%
2/6/2024 NTV 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%
2/1/2024Legacy Financial Strategies LLC10,505$866K0.2%+4.2%0.121%
2/1/2024 Capital 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%
1/30/2024 Vontobel Holding Ltd.6,182$510K0.0%N/A0.071%
1/29/2024 Koshinski Asset Management Inc.10,064$829K0.1%+83.8%0.116%
Musk Says ‘Dollar Will Be Worth Nothing…’ (Ad)

Elon Musk just issued an urgent warning… It's no secret that Musk is able to move markets with his words…

All you have to do is claim your free ticket to the event now…
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%
1/25/2024E&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%
1/24/2024Stratos 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%
1/22/2024Weaver Consulting Group7,164$590K0.2%-1.9%0.083%
1/19/2024 PFG Advisors11,990$988K0.1%-7.6%0.138%
1/19/2024 Synergy Asset Management LLC38,255$3.15M0.6%N/A0.441%
(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, 124 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), Cambridge Investment Research Advisors Inc. ($19.32M), Raymond James & Associates ($17.40M), and Sykon Capital LLC ($10.79M).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 3,693,278 shares in the last 24 months. This purchase volume represents approximately $269.27M in transactions.

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

Of the 69 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. ($94.70K), 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 3,192,338 shares in the last 24 months. This volume of shares sold represents approximately $258.94M in transactions.


Related Companies

This page (NYSEARCA:SPHB) was last updated on 11/2/2024 by MarketBeat.com Staff
From Our Partners
625,000% Gain
Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetche...
Crypto Swap Profits | Sponsored
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction
Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… ...
Paradigm Press | Sponsored
Sell NVDA Now?
Guess who's selling NVDA next The most successful hedge fund in history quietly sold 500,000 shares. Here's...
Chaikin Analytics | Sponsored
Market "Famine" Coming
Market Wizard Larry Benedict accurately predicted that all indexes would be negative in 2022... He predicte...
Opportunistic Trader | Sponsored
The centerpiece of Trump’s crypto’s masterplan …
Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin...
Weiss Ratings | Sponsored
How Will You Survive A Post Election Retirement Heist?
The clock is ticking, and your life savings are in an extremely vulnerable position. We are a few days away...
American Hartford Gold Group | Sponsored
Blackrock’s Sending THIS Crypto Higher on Purpose
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
I was wrong. Dead wrong.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored