Who owns Invesco S&P 500 High Beta ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SPHB from SEC Form 13F filings across 171 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 171 institutions disclosed 4.7M shares of Invesco S&P 500 High Beta ETF worth $736.5M — about 67.9% of shares outstanding; the largest disclosed holder is GOLDMAN SACHS GROUP INC. Source: SEC Form 13F filings, parsed by EvidInvest.
171
13F holders
$736.5M
value, 2026 filers
67.9%
of shares outstanding (4.7M sh)
49
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SPHB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 929,520 | $144.6M | 0.0% | 13.4% | +28.1% |
| 2 | MORGAN STANLEY | 271,143 | $42.2M | 0.0% | 3.9% | +21.3% |
| 3 | LPL Financial LLC | 261,857 | $40.7M | 0.0% | 3.8% | +9.7% |
| 4 | Cambridge Investment Research Advisors, Inc. | 235,701 | $36.7M | 0.1% | 3.4% | +2283.9% |
| 5 | Proficio Capital Partners LLC | 234,468 | $36.5M | 1.3% | 3.4% | +218.1% |
| 6 | WELLS FARGO & COMPANY/MN | 223,072 | $34.7M | 0.0% | 3.2% | +88.8% |
| 7 | Axiom Financial Strategies, LLC | 209,633 | $32.6M | 10.2% | 3% | -1.3% |
| 8 | BANK OF AMERICA CORP /DE/ | 198,596 | $30.9M | 0.0% | 2.9% | +155.8% |
| 9 | NewEdge Advisors, LLC | 143,770 | $22.4M | 0.1% | 2.1% | +1.9% |
| 10 | TRUE Private Wealth Advisors | 122,944 | $19.1M | 1.7% | 1.8% | +1498.8% |
| 11 | CITADEL ADVISORS LLC | 102,271 | $15.9M | 0.0% | 1.5% | -7.1% |
| 12 | Jump Financial, LLC | 99,662 | $15.5M | 0.1% | 1.4% | +86.5% |
| 13 | JONES FINANCIAL COMPANIES LLLP | 96,120 | $14.5M | 0.0% | 1.4% | +46.2% |
| 14 | UBS Group AG | 86,804 | $13.5M | 0.0% | 1.2% | -6.5% |
| 15 | RAYMOND JAMES FINANCIAL INC | 81,949 | $12.8M | 0.0% | 1.2% | +16.1% |
| 16 | Fortis Group Advisors, LLC | 77,235 | $12.0M | 1.9% | 1.1% | +77.3% |
| 17 | BNB Wealth Management, LLC | 53,847 | $8.4M | 4.6% | 0.8% | +29.1% |
| 18 | BNP PARIBAS FINANCIAL MARKETS | 50,409 | $7.8M | 0.0% | 0.7% | -16.6% |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 50,126 | $7.8M | 0.0% | 0.7% | +70.9% |
| 20 | Focus Partners Advisor Solutions, LLC | 49,302 | $7.7M | 0.1% | 0.7% | +71.3% |
| 21 | Winter & Associates, Inc. | 49,302 | $7.7M | 5.8% | 0.7% | +70.9% |
| 22 | ROYAL BANK OF CANADA | 48,042 | $7.5M | 0.0% | 0.7% | -34.4% |
| 23 | Chicago Wealth Management, Inc.NEW | 46,706 | $7.3M | 2.6% | 0.7% | new |
| 24 | Quadrature Capital LtdNEW | 39,661 | $6.2M | 0.1% | 0.6% | new |
| 25 | Csenge Advisory Group | 38,047 | $5.9M | 0.2% | 0.5% | +7.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.