Invesco S&P 500 High Beta ETF (SPHB)

ETF ยท NYSE Arca

Invesco S&P 500 High Beta ETF (SPHB) is an exchange-traded fund listed on NYSE Arca, where it has traded since May 5, 2011.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
May 5, 2011

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 168 institutions reported holding SPHB, with 4.7 million shares worth $734.8 million in aggregate. The largest reported holder was Goldman Sachs, with 929,520 shares worth $144.6 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.

InstitutionSharesValueQuarter change
Goldman Sachs929,520$145MAdded 28.12%
Morgan Stanley271,143$42MAdded 21.28%
Lpl Financial261,857$41MAdded 9.73%
Cambridge Investment Research Advisors235,701$37MAdded 2283.95%
Proficio Capital Partners234,468$36MAdded 218.06%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is SPHB?

Invesco S&P 500 High Beta ETF (SPHB) is an exchange-traded fund listed on NYSE Arca, where it has traded since May 5, 2011.

Who are the largest institutional holders of SPHB?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SPHB were Goldman Sachs, Morgan Stanley and Lpl Financial.

How many institutions own SPHB?

168 institutions reported a position in SPHB for the quarter ended June 30, 2026, worth $734.8 million in total.

Did institutions buy or sell SPHB last quarter?

Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for SPHB.

Every reported institutional holder, plus insider and congressional trades in SPHB, on SentiSense.