SPHB Institutional Ownership & Shareholders
INVESCO S&P 500 HIGH BETA ET (SPHB) is currently held by 157 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $681.64M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Goldman Sachs Group Inc is currently the largest disclosed institutional shareholder of SPHB tracked by InsiderSet, reporting ownership valued at approximately $144.62M in its June 30, 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 $127.44M, representing an estimated loss of -11.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed SPHB value among the investors covered in this analysis. Major shareholders include Goldman Sachs Group Inc, Morgan Stanley, Lpl Financial Llc, 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
157
Total Reported Value
$681.64M
Largest Holder
Goldman Sachs Group Inc
Largest Position
$144.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
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 | 0.02% | 929,520 | $144,624,017 | $127,437,192 | -$17,186,825 | -11.88% | |
| Morgan Stanley | 0.00% | 271,143 | $42,187,344 | $37,173,705 | -$5,013,639 | -11.88% | |
| Lpl Financial Llc | 0.01% | 261,857 | $40,742,344 | $35,900,595 | -$4,841,749 | -11.88% | |
| Proficio Capital Partners Llc | 1.31% | 234,468 | $36,480,909 | $32,145,563 | -$4,335,346 | -11.88% | |
| Wells Fargo & Company/Mn | 0.01% | 223,072 | $34,707,731 | $30,583,171 | -$4,124,560 | -11.88% | |
| Axiom Financial Strategies, Llc | 10.22% | 209,633 | $32,616,831 | $28,740,684 | -$3,876,147 | -11.88% | |
| Bank Of America Corp | 0.00% | 198,596 | $30,899,489 | $27,227,512 | -$3,671,977 | -11.88% | |
| Newedge Advisors, Llc | 0.07% | 143,770 | $22,369,218 | $19,710,867 | -$2,658,351 | -11.88% | |
| True Private Wealth Advisors | 1.52% | 118,276 | $17,827,856 | $16,215,640 | -$1,612,216 | -9.04% | |
| Citadel Advisors Llc | 0.01% | 102,271 | $15,912,345 | $14,021,354 | -$1,890,991 | -11.88% | |
| Jump Financial, Llc | 0.14% | 99,662 | $15,506,411 | $13,663,660 | -$1,842,751 | -11.88% | |
| Jones Financial Companies Lllp | 0.01% | 96,120 | $14,465,099 | $13,178,052 | -$1,287,047 | -8.90% | |
| Ubs Group Ag | 0.00% | 86,804 | $13,505,835 | $11,900,828 | -$1,605,007 | -11.88% | |
| Raymond James Financial Inc | 0.00% | 81,949 | $12,750,467 | $11,235,208 | -$1,515,259 | -11.88% | |
| Fortis Group Advisors, Llc | 1.92% | 77,235 | $12,017,023 | $10,588,919 | -$1,428,105 | -11.88% | |
| Bnb Wealth Management, Llc | 4.41% | 53,117 | $8,006,316 | $7,282,341 | -$723,975 | -9.04% | |
| Bnp Paribas Financial Markets | 0.00% | 50,409 | $7,843,136 | $6,911,074 | -$932,062 | -11.88% | |
| Envestnet Asset Management Inc | 0.00% | 50,126 | $7,799,071 | $6,872,275 | -$926,796 | -11.88% | |
| Focus Partners Advisor Solutions, Llc | 0.07% | 49,302 | $7,670,898 | $6,759,304 | -$911,594 | -11.88% | |
| Winter & Associates, Inc. | 5.44% | 53,341 | $7,541,884 | $7,313,051 | -$228,833 | -3.03% | |
| Royal Bank Of Canada | 0.00% | 48,042 | $7,475,000 | $6,586,558 | -$888,442 | -11.89% | |
| Chicago Wealth Management, Inc. | 2.58% | 46,706 | $7,266,987 | $6,403,393 | -$863,594 | -11.88% | |
| Quadrature Capital Ltd | 0.05% | 39,661 | $6,170,855 | $5,437,523 | -$733,332 | -11.88% | |
| Gts Securities Llc | 0.12% | 37,662 | $5,860,475 | $5,163,460 | -$697,015 | -11.89% | |
| Csenge Advisory Group | 0.23% | 38,014 | $5,729,858 | $5,211,719 | -$518,139 | -9.04% | |
| Ameriprise Financial Inc | 0.00% | 36,427 | $5,673,542 | $4,994,142 | -$679,400 | -11.97% | |
| Jpmorgan Chase & Co | 0.00% | 34,954 | $5,353,924 | $4,792,193 | -$561,731 | -10.49% | |
| Cetera Investment Advisers | 0.00% | 33,491 | $5,210,948 | $4,591,616 | -$619,332 | -11.89% | |
| Hutchens & Kramer Investment Management Group, Llc | 1.47% | 32,732 | $4,933,694 | $4,487,557 | -$446,137 | -9.04% | |
| Pfg Advisors | 0.24% | 31,200 | $4,702,812 | $4,277,520 | -$425,292 | -9.04% | |
| Mml Investors Services, Llc | 0.01% | 29,435 | $4,579,831 | $4,035,539 | -$544,293 | -11.88% | |
| Ntv Asset Management Llc | 0.36% | 25,526 | $3,847,534 | $3,499,615 | -$347,919 | -9.04% | |
| Q3 Asset Management | 0.69% | 24,352 | $3,788,000 | $3,338,659 | -$449,341 | -11.86% | |
| Flow Traders U.S. Llc | 0.15% | 23,642 | $3,678,000 | $3,241,318 | -$436,682 | -11.87% | |
| Hilltop Holdings Inc. | 0.29% | 23,222 | $3,613,111 | $3,183,736 | -$429,375 | -11.88% | |
| Kestra Advisory Services, Llc | 0.01% | 22,387 | $3,374,447 | $3,069,258 | -$305,189 | -9.04% | |
| Sig Brokerage, Lp | 0.50% | 20,000 | $3,111,800 | $2,742,000 | -$369,800 | -11.88% | |
| Bank Of Montreal | 0.00% | 18,483 | $2,875,770 | $2,534,019 | -$341,751 | -11.88% | |
| Osaic Holdings, Inc. | 0.00% | 18,100 | $2,816,353 | $2,481,510 | -$334,843 | -11.89% | |
| Abound Financial, Llc | 1.10% | 17,791 | $2,768,058 | $2,439,146 | -$328,912 | -11.88% | |
| Coppell Advisory Solutions Llc | 0.22% | 87 | $2,672,006 | $11,928 | -$2,660,078 | -99.55% | |
| Summit Financial, Llc | 0.03% | 17,152 | $2,668,654 | $2,351,539 | -$317,115 | -11.88% | |
| Commonwealth Equity Services, Llc | 0.00% | 17,022 | $2,565,770 | $2,333,716 | -$232,054 | -9.04% | |
| Equitable Holdings, Inc. | 0.01% | 14,897 | $2,317,763 | $2,042,379 | -$275,384 | -11.88% | |
| Creative Planning | 0.00% | 14,653 | $2,208,647 | $2,008,926 | -$199,721 | -9.04% | |
| E&G Advisors, Lp | 0.42% | 14,565 | $2,195,382 | $1,996,862 | -$198,521 | -9.04% | |
| Visionary Horizons, Llc | 0.85% | 14,134 | $2,130,466 | $1,937,771 | -$192,695 | -9.04% | |
| Midwest Financial Network, Llc | 1.26% | 12,312 | $1,855,809 | $1,687,975 | -$167,834 | -9.04% | |
| Private Advisor Group, Llc | 0.01% | 10,939 | $1,701,990 | $1,499,737 | -$202,253 | -11.88% | |
| Tower Research Capital Llc (Trc) | 0.04% | 10,378 | $1,614,713 | $1,422,824 | -$191,889 | -11.88% |
Frequently asked questions about SPHB
Who are the largest institutional holders of SPHB?
The largest institutional holders of SPHB reported in the latest SEC Form 13F filings include Goldman Sachs Group Inc, Morgan Stanley, Lpl Financial Llc, Proficio Capital Partners Llc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported SPHB position.
What is SPHB institutional ownership?
This page tracks SPHB positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P 500 HIGH BETA ET (SPHB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPHB?
InsiderSet currently tracks 157 institutional managers reporting SPHB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPHB shareholders.
How much SPHB stock do institutions own?
Institutional investment managers disclosed approximately $681.64M in SPHB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPHB institutional ownership last updated?
The latest SPHB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPHB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPHB position after the reporting date.
Are institutions buying or selling SPHB?
Institutional buying and selling can be analyzed by comparing SPHB positions across consecutive 13F reporting periods. InsiderSet's SPHB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPHB ownership changes.
How has SPHB institutional ownership changed over time?
InsiderSet tracks SPHB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.