INVESCO S&P 500 HIGH BETA ET (SPHB) Institutional Ownership Changes & 13F Activity

INVESCO S&P 500 HIGH BETA ET (SPHB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Goldman Sachs Group Inc, Proficio Capital Partners Llc, Bank Of America Corp, Wells Fargo & Company/Mn, and Ameriprise Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+440+9.4%5,116$795.98KQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-7,784-7.1%102,271$15.91MQ2 2026Sep 02, 2026
Beacon Pointe Advisors, LlcBuy+1,9611,961$305.17KQ2 2026Aug 18, 2026
Proficio Capital Partners LlcBuy+160,750+218.1%234,468$36.48MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+1,393+10.3%14,897$2.32MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+1,3651,365$212.44KQ2 2026Aug 17, 2026
Goldman Sachs Group IncBuy+204,016+28.1%929,520$144.62MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+120,958+155.8%198,596$30.90MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+104,896+88.8%223,072$34.71MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+36,42736,427$5.67MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+30,373+46.2%96,120$14.47MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-25,198-34.4%48,042$7.47MQ2 2026Aug 14, 2026
Q3 Asset ManagementBuy+24,35224,352$3.79MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+15,512+70.0%37,662$5.86MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+11,388+16.1%81,949$12.75MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+7,091+327.1%9,259$1.44MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcSell-6,930-22.7%23,642$3.68MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+5,2445,244$816.39KQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcBuy+4,812+439.1%5,908$362.60KQ2 2026Aug 14, 2026
Two Sigma Securities, LlcBuy+3,9443,944$613.65KQ2 2026Aug 14, 2026
Hyundai Investments Co., Ltd.Sell-3,260-42.9%4,341$664.91KQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+2,6772,677$416.51KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+2,172+35.9%8,228$1.28MQ2 2026Aug 14, 2026
&PartnersBuy+1,685+25.5%8,281$1.19MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+1,386+39.5%4,897$761.92KQ2 2026Aug 14, 2026
Ancora Advisors LlcBuy+1,1261,126$175.21KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,079+6.3%18,100$2.82MQ2 2026Aug 14, 2026
Magnolia Capital Advisors LlcBuy+451+7.0%6,868$1.07MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-233-8.9%2,386$371.24KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+176176$27.39KQ2 2026Aug 14, 2026
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Frequently asked questions about SPHB activity

  • Which institutional owners are buying SPHB?

    Institutional owners buying SPHB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SPHB activity?

    "Buy" means an investor increased their reported position in SPHB compared to the prior reporting period. This reflects growing exposure to INVESCO S&P 500 HIGH BETA ET (SPHB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SPHB increasing?

    Institutional interest in SPHB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.