INVESCO S&P 500 HIGH BETA ET (SPHB) Top Institutional Shareholders
INVESCO S&P 500 HIGH BETA ET (SPHB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $353.71M in SPHB holdings during the latest filing period.
Goldman Sachs Group Inc is currently the largest disclosed institutional shareholder of SPHB tracked by InsiderSet, reporting ownership valued at approximately $84.12M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $109.46M, representing an estimated gain of +30.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed SPHB value among the investors covered in this analysis. Major shareholders include Goldman Sachs Group Inc, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 HIGH BETA ET (SPHB).
This page ranks the largest institutional SPHB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
133
Total Reported Value
$353.71M
Largest Holder
Goldman Sachs Group Inc
Largest Position
$84.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
155
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 0.01% | 725,504 | $84,122,189 | $109,464,044 | +$25,341,855 | +30.13% | |
| Lpl Financial Llc | 0.01% | 238,640 | $27,670,356 | $36,006,003 | +$8,335,647 | +30.12% | |
| Morgan Stanley | 0.00% | 223,568 | $25,922,872 | $33,731,940 | +$7,809,068 | +30.12% | |
| Axiom Financial Strategies, Llc | 8.67% | 212,453 | $24,633,973 | $32,054,909 | +$7,420,936 | +30.12% | |
| Wells Fargo & Company/Mn | 0.00% | 118,176 | $13,702,443 | $17,830,395 | +$4,127,952 | +30.13% | |
| Citadel Advisors Llc | 0.01% | 110,055 | $12,760,877 | $16,605,098 | +$3,844,221 | +30.13% | |
| Ubs Group Ag | 0.00% | 92,801 | $10,760,276 | $14,001,815 | +$3,241,539 | +30.13% | |
| Bank Of America Corp | 0.00% | 77,638 | $9,002,124 | $11,714,021 | +$2,711,897 | +30.13% | |
| Proficio Capital Partners Llc | 0.46% | 73,718 | $8,547,602 | $11,122,572 | +$2,574,970 | +30.13% | |
| Royal Bank Of Canada | 0.00% | 73,240 | $8,492,000 | $11,050,451 | +$2,558,451 | +30.13% | |
| Raymond James Financial Inc | 0.00% | 70,561 | $8,181,477 | $10,646,244 | +$2,464,767 | +30.13% | |
| Jones Financial Companies Lllp | 0.00% | 65,747 | $7,461,627 | $9,919,907 | +$2,458,280 | +32.95% | |
| Bnp Paribas Financial Markets | 0.00% | 60,419 | $7,005,583 | $9,116,019 | +$2,110,436 | +30.13% | |
| Jump Financial, Llc | 0.09% | 53,427 | $6,194,861 | $8,061,066 | +$1,866,205 | +30.13% | |
| Fortis Group Advisors, Llc | 0.97% | 43,564 | $5,861,973 | $6,572,936 | +$710,963 | +12.13% | |
| Bnb Wealth Management, Llc | 3.10% | 41,704 | $4,835,663 | $6,292,300 | +$1,456,637 | +30.12% | |
| Csenge Advisory Group | 0.19% | 35,467 | $4,112,399 | $5,351,261 | +$1,238,862 | +30.13% | |
| Ameriprise Financial Inc | 0.00% | 34,545 | $4,005,418 | $5,212,150 | +$1,206,732 | +30.13% | |
| Pfg Advisors | 0.19% | 32,845 | $3,808,403 | $4,955,654 | +$1,147,251 | +30.12% | |
| Hutchens & Kramer Investment Management Group, Llc | 1.14% | 31,156 | $3,612,538 | $4,700,817 | +$1,088,279 | +30.13% | |
| Cetera Investment Advisers | 0.00% | 29,595 | $3,431,520 | $4,465,294 | +$1,033,774 | +30.13% | |
| Envestnet Asset Management Inc | 0.00% | 29,329 | $3,400,746 | $4,425,160 | +$1,024,414 | +30.12% | |
| Winter & Associates, Inc. | 2.97% | 28,852 | $3,392,995 | $4,353,190 | +$960,195 | +28.30% | |
| Focus Partners Advisor Solutions, Llc | 0.03% | 28,782 | $3,337,273 | $4,342,628 | +$1,005,355 | +30.13% | |
| Ntv Asset Management Llc | 0.35% | 27,251 | $3,159,753 | $4,111,631 | +$951,878 | +30.13% | |
| Mml Investors Services, Llc | 0.01% | 22,648 | $2,626,049 | $3,417,130 | +$791,081 | +30.12% | |
| Bank Of Montreal | 0.00% | 22,438 | $2,601,686 | $3,385,445 | +$783,759 | +30.13% | |
| Gts Securities Llc | 0.09% | 22,150 | $2,569,898 | $3,341,992 | +$772,094 | +30.04% | |
| Sig Brokerage, Lp | 0.66% | 20,000 | $2,319,000 | $3,017,600 | +$698,600 | +30.13% | |
| Abound Financial, Llc | 0.91% | 17,895 | $2,074,949 | $2,699,998 | +$625,049 | +30.12% | |
| Commonwealth Equity Services, Llc | 0.00% | 17,641 | $2,045,420 | $2,661,674 | +$616,254 | +30.13% | |
| Osaic Holdings, Inc. | 0.00% | 17,021 | $1,973,757 | $2,568,128 | +$594,371 | +30.11% | |
| Commonwealth Financial Services, Llc | 0.29% | 16,012 | $1,856,538 | $2,415,891 | +$559,353 | +30.13% | |
| Creative Planning | 0.00% | 15,384 | $1,783,775 | $2,321,138 | +$537,363 | +30.13% | |
| E&G Advisors, Lp | 0.37% | 14,465 | $1,677,217 | $2,182,479 | +$505,262 | +30.13% | |
| Equitable Holdings, Inc. | 0.01% | 13,504 | $1,579,563 | $2,037,484 | +$457,921 | +28.99% | |
| Hilltop Holdings Inc. | 0.14% | 13,473 | $1,562,194 | $2,032,806 | +$470,612 | +30.13% | |
| Kestra Advisory Services, Llc | 0.01% | 12,686 | $1,470,977 | $1,914,064 | +$443,087 | +30.12% | |
| D.A. Davidson & Co. | 0.01% | 10,138 | $1,175,501 | $1,529,621 | +$354,120 | +30.13% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 8,925 | $1,034,879 | $1,346,604 | +$311,725 | +30.12% | |
| Sowell Financial Services Llc | 0.04% | 8,805 | $1,020,940 | $1,328,498 | +$307,558 | +30.13% | |
| Nova Wealth Management, Inc. | 0.66% | 8,730 | $1,012,188 | $1,317,182 | +$304,994 | +30.13% | |
| Mariner, Llc | 0.00% | 8,669 | $1,005,119 | $1,307,979 | +$302,860 | +30.13% | |
| Jane Street Group, Llc | 0.00% | 7,954 | $922,266 | $1,200,100 | +$277,834 | +30.13% | |
| &Partners | 0.00% | 6,596 | $917,146 | $995,204 | +$78,058 | +8.51% | |
| True Private Wealth Advisors | 0.09% | 7,690 | $891,762 | $1,160,267 | +$268,505 | +30.11% | |
| Hyundai Investments Co., Ltd. | 0.95% | 7,601 | $846,447 | $1,146,839 | +$300,392 | +35.49% | |
| Seros Financial, Llc | 0.48% | 6,507 | $754,487 | $981,776 | +$227,289 | +30.12% | |
| Magnolia Capital Advisors Llc | 0.15% | 6,417 | $744,051 | $968,197 | +$224,146 | +30.13% | |
| Medallion Wealth Advisors, Llc | 0.05% | 7,156 | $720,132 | $1,079,697 | +$359,565 | +49.93% |
Frequently asked questions about SPHB
Who owns the most SPHB stock?
The largest holders of SPHB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO S&P 500 HIGH BETA ET (SPHB).
Is SPHB widely held by superinvestors?
Many widely followed stocks like SPHB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPHB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.