Who owns SPHB?
Invesco S&P 500 High Beta ETF · Invesco
171 institutions reported holding SPHB, worth $773.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SPHB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Goldman Sachs Group Inc. | New York, NY | $144.6M | 929,520 | +204,016 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $73.3M | 471,402 | +461,515 shares |
| Morgan Stanley | New York, NY | $42.2M | 271,143 | +47,575 shares |
| LPL Financial LLC | Fort Mill, SC | $40.7M | 261,857 | +23,217 shares |
| Proficio Capital Partners LLC | Newton, MA | $36.5M | 234,468 | +160,750 shares |
| Wells Fargo & Company | San Francisco, CA | $34.7M | 223,072 | +104,896 shares |
| Axiom Financial Strategies, LLC | New Albany, IN | $32.6M | 209,633 | −2,820 shares |
| Bank of America Corp. | Charlotte, NC | $30.9M | 198,596 | +120,958 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $22.4M | 143,770 | +2,661 shares |
| TRUE Private Wealth Advisors | Salem, OR | $19.1M | 122,944 | +115,254 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SPHB?
171 institutional managers reported holding SPHB in Form 13F filings for June 30, 2026, worth $773.3M in total. The largest reported position was held by Goldman Sachs Group Inc., at $144.6M.
Did institutions buy or sell SPHB last quarter?
Reported 13F value rose 111.7% from March 31, 2026, which includes price moves as well as buying and selling. 48 firms reported a new position and 9 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SPHB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.