INVESCO S&P 500 HIGH BETA ET SPHB
$147.85
-2.9% 52w: $91.81 – $156.76
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data91.81124.29156.76
Jun 20, 2025 Jul 2, 2026
Institutional holders
135
+3 QoQ
13F value
$381.1M
-4.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.2×
$1.2M calls / $951K puts
Institutional value by quarter
Number of holders
Who owns SPHB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | Bank broker | 725.5K | $84.1M | 0.0% | +2.2% |
| LPL Financial LLC | Bank broker | 238.6K | $27.7M | 0.0% | +7.6% |
| MORGAN STANLEY | Bank broker | 223.6K | $25.9M | 0.0% | +8.6% |
| Axiom Financial Strategies, LLC | Wealth advisor | 212.5K | $24.6M | 8.7% | +63.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 141.2K | $16.4M | 0.1% | +271363.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 118.2K | $13.7M | 0.0% | -69.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 110.1K | $12.8M | 0.0% | +32.9% |
| UBS Group AG | Bank broker | 92.8K | $10.8M | 0.0% | +29.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 77.6K | $9.0M | 0.0% | -25.3% |
| Proficio Capital Partners LLC | Wealth advisor | 73.7K | $8.5M | 0.5% | New |
| ROYAL BANK OF CANADA | Bank broker | 73.2K | $8.5M | 0.0% | -12.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 70.6K | $8.2M | 0.0% | +4.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 65.7K | $7.5M | 0.0% | +118.3% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 60.4K | $7.0M | 0.0% | -45.3% |
| Jump Financial, LLC | Market maker | 53.4K | $6.2M | 0.1% | New |
| Fortis Group Advisors, LLC | Wealth advisor | 43.6K | $5.9M | 1.0% | +25.4% |
| BNB Wealth Management, LLC | Wealth advisor | 41.7K | $4.8M | 3.1% | +18.8% |
| Csenge Advisory Group | Wealth advisor | 35.5K | $4.1M | 0.2% | New |
| AMERIPRISE FINANCIAL INC | Bank broker | 34.5K | $4.0M | 0.0% | -81.9% |
| PFG Advisors | Wealth advisor | 32.8K | $3.8M | 0.2% | -72.0% |
| Hutchens & Kramer Investment Management Group, LLC | Wealth advisor | 31.2K | $3.6M | 1.1% | +509.5% |
| FLOW TRADERS U.S. LLC | Market maker | 30.6K | $3.5M | 0.1% | New |
| Cetera Investment Advisers | Wealth advisor | 29.6K | $3.4M | 0.0% | +29.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 29.3K | $3.4M | 0.0% | +35.9% |
| Winter & Associates, Inc. | Wealth advisor | 28.9K | $3.4M | 3.0% | +39.1% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 28.8K | $3.3M | 0.0% | +38.8% |
| NTV Asset Management LLC | Wealth advisor | 27.3K | $3.2M | 0.3% | -8.6% |
| Ayalon Insurance Comp Ltd. | Wealth advisor | 27.0K | $3.1M | 0.6% | +3.6% |
| JPMORGAN CHASE & CO | Bank broker | 26.9K | $3.0M | 0.0% | -46.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 22.6K | $2.6M | 0.0% | -4.6% |
| BANK OF MONTREAL /CAN/ | Bank broker | 22.4K | $2.6M | 0.0% | +6.1% |
| GTS SECURITIES LLC | Market maker | 22.1K | $2.6M | 0.1% | New |
| SIG BROKERAGE, LP | Quant stat arb | 20.0K | $2.3M | 0.7% | Held |
| ABOUND FINANCIAL, LLC | Wealth advisor | 17.9K | $2.1M | 0.9% | -0.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 17.6K | $2.0M | 0.0% | +3.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 17.0K | $2.0M | 0.0% | +26.1% |
| Commonwealth Financial Services, LLC | Wealth advisor | 16.0K | $1.9M | 0.3% | New |
| Creative Planning | Wealth advisor | 15.4K | $1.8M | 0.0% | +1.2% |
| E&G Advisors, LP | Wealth advisor | 14.5K | $1.7M | 0.4% | -0.7% |
| Equitable Holdings, Inc. | Wealth advisor | 13.5K | $1.6M | 0.0% | +534.6% |
| Hilltop Holdings Inc. | Other | 13.5K | $1.6M | 0.1% | +75.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 12.7K | $1.5M | 0.0% | -0.5% |
| D.A. DAVIDSON & CO. | Wealth advisor | 10.1K | $1.2M | 0.0% | -0.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 9.9K | $1.1M | 0.0% | -17.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 8.9K | $1.0M | 0.0% | -40.2% |
| Sowell Financial Services LLC | Wealth advisor | 8.8K | $1.0M | 0.0% | -0.6% |
| Mariner, LLC | Diversified mechanical | 8.7K | $1.0M | 0.0% | +1.2% |
| JANE STREET GROUP, LLC | Market maker | 8.0K | $922K | 0.0% | +59.0% |
| &PARTNERS | Diversified mechanical | 6.6K | $917K | 0.0% | +219.7% |
| TRUE Private Wealth Advisors | Wealth advisor | 7.7K | $892K | 0.1% | -13.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.