INVESCO S&P 500 HIGH BETA ET (SPHB) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $693.32M 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 $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 $137.08M, representing an estimated loss of -5.22% 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
163
Total Reported Value
$693.32M
Largest Holder
Goldman Sachs Group Inc
Largest Position
$144.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
122
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 | $137,076,314 | -$7,547,703 | -5.22% | |
| Morgan Stanley | 0.00% | 271,143 | $42,187,344 | $39,985,458 | -$2,201,886 | -5.22% | |
| Lpl Financial Llc | 0.01% | 261,857 | $40,742,344 | $38,616,052 | -$2,126,292 | -5.22% | |
| Proficio Capital Partners Llc | 1.31% | 234,468 | $36,480,909 | $34,576,996 | -$1,903,913 | -5.22% | |
| Wells Fargo & Company/Mn | 0.01% | 223,072 | $34,707,731 | $32,896,428 | -$1,811,303 | -5.22% | |
| Axiom Financial Strategies, Llc | 10.22% | 209,633 | $32,616,831 | $30,914,579 | -$1,702,252 | -5.22% | |
| Bank Of America Corp | 0.00% | 198,596 | $30,899,489 | $29,286,952 | -$1,612,537 | -5.22% | |
| Newedge Advisors, Llc | 0.07% | 143,770 | $22,369,218 | $21,201,762 | -$1,167,456 | -5.22% | |
| True Private Wealth Advisors | 1.65% | 122,944 | $19,128,931 | $18,130,552 | -$998,379 | -5.22% | |
| Citadel Advisors Llc | 0.01% | 102,271 | $15,912,345 | $15,081,904 | -$830,441 | -5.22% | |
| Jump Financial, Llc | 0.14% | 99,662 | $15,506,411 | $14,697,155 | -$809,256 | -5.22% | |
| Jones Financial Companies Lllp | 0.01% | 96,120 | $14,465,099 | $14,174,816 | -$290,283 | -2.01% | |
| Ubs Group Ag | 0.00% | 86,804 | $13,505,835 | $12,800,986 | -$704,849 | -5.22% | |
| Raymond James Financial Inc | 0.00% | 81,949 | $12,750,467 | $12,085,019 | -$665,448 | -5.22% | |
| Fortis Group Advisors, Llc | 1.92% | 77,235 | $12,017,023 | $11,389,845 | -$627,178 | -5.22% | |
| Bnb Wealth Management, Llc | 4.58% | 53,847 | $8,378,026 | $7,940,817 | -$437,209 | -5.22% | |
| Bnp Paribas Financial Markets | 0.00% | 50,409 | $7,843,136 | $7,433,815 | -$409,321 | -5.22% | |
| Envestnet Asset Management Inc | 0.00% | 50,126 | $7,799,071 | $7,392,081 | -$406,990 | -5.22% | |
| Focus Partners Advisor Solutions, Llc | 0.07% | 49,302 | $7,670,898 | $7,270,566 | -$400,332 | -5.22% | |
| Winter & Associates, Inc. | 5.76% | 49,302 | $7,670,894 | $7,270,566 | -$400,328 | -5.22% | |
| Royal Bank Of Canada | 0.00% | 48,042 | $7,475,000 | $7,084,754 | -$390,246 | -5.22% | |
| Chicago Wealth Management, Inc. | 2.58% | 46,706 | $7,266,987 | $6,887,734 | -$379,253 | -5.22% | |
| Quadrature Capital Ltd | 0.05% | 39,661 | $6,170,855 | $5,848,808 | -$322,047 | -5.22% | |
| Csenge Advisory Group | 0.24% | 38,047 | $5,919,733 | $5,610,791 | -$308,942 | -5.22% | |
| Gts Securities Llc | 0.12% | 37,662 | $5,860,475 | $5,554,015 | -$306,460 | -5.23% | |
| Ameriprise Financial Inc | 0.00% | 36,427 | $5,673,542 | $5,371,890 | -$301,652 | -5.32% | |
| Jpmorgan Chase & Co | 0.00% | 34,954 | $5,353,924 | $5,154,666 | -$199,258 | -3.72% | |
| Cetera Investment Advisers | 0.00% | 33,491 | $5,210,948 | $4,938,918 | -$272,030 | -5.22% | |
| Hutchens & Kramer Investment Management Group, Llc | 1.35% | 32,356 | $5,034,270 | $4,771,539 | -$262,731 | -5.22% | |
| Mml Investors Services, Llc | 0.01% | 29,435 | $4,579,831 | $4,340,779 | -$239,052 | -5.22% | |
| Pfg Advisors | 0.23% | 29,242 | $4,549,833 | $4,312,318 | -$237,515 | -5.22% | |
| Ayalon Insurance Comp Ltd. | 0.51% | 26,951 | $4,193,000 | $3,974,464 | -$218,536 | -5.21% | |
| Ntv Asset Management Llc | 0.40% | 26,301 | $4,092,173 | $3,878,608 | -$213,565 | -5.22% | |
| Q3 Asset Management | 0.69% | 24,352 | $3,788,000 | $3,591,189 | -$196,811 | -5.20% | |
| Flow Traders U.S. Llc | 0.15% | 23,642 | $3,678,000 | $3,486,486 | -$191,514 | -5.21% | |
| Hilltop Holdings Inc. | 0.29% | 23,222 | $3,613,111 | $3,424,548 | -$188,563 | -5.22% | |
| Kestra Advisory Services, Llc | 0.01% | 21,525 | $3,349,033 | $3,174,292 | -$174,741 | -5.22% | |
| Sig Brokerage, Lp | 0.50% | 20,000 | $3,111,800 | $2,949,400 | -$162,400 | -5.22% | |
| Bank Of Montreal | 0.00% | 18,483 | $2,875,770 | $2,725,688 | -$150,082 | -5.22% | |
| Osaic Holdings, Inc. | 0.00% | 18,100 | $2,816,353 | $2,669,207 | -$147,146 | -5.22% | |
| Abound Financial, Llc | 1.10% | 17,791 | $2,768,058 | $2,623,639 | -$144,419 | -5.22% | |
| Coppell Advisory Solutions Llc | 0.22% | 87 | $2,672,006 | $12,830 | -$2,659,176 | -99.52% | |
| Summit Financial, Llc | 0.03% | 17,152 | $2,668,654 | $2,529,405 | -$139,249 | -5.22% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,978 | $2,641,570 | $2,503,746 | -$137,824 | -5.22% | |
| Commonwealth Financial Services, Llc | 0.33% | 15,774 | $2,454,354 | $2,326,192 | -$128,162 | -5.22% | |
| Equitable Holdings, Inc. | 0.01% | 14,897 | $2,317,763 | $2,196,861 | -$120,902 | -5.22% | |
| E&G Advisors, Lp | 0.43% | 14,465 | $2,250,609 | $2,133,154 | -$117,455 | -5.22% | |
| Visionary Horizons, Llc | 0.90% | 13,828 | $2,151,547 | $2,039,215 | -$112,332 | -5.22% | |
| Ramiah Investment Group | 1.63% | 13,747 | $2,138,896 | $2,027,270 | -$111,626 | -5.22% | |
| Private Advisor Group, Llc | 0.01% | 10,939 | $1,701,990 | $1,613,174 | -$88,816 | -5.22% |
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.