Invesco S&P 500 High Beta EtSPHBETF
13F holders, Q2 2026 (June 30)171holders +33
43new positions
10sold out
3famous investors
$155.88avg. 13F price*
At the end of Q2 2026, 171 institutions reported holding Invesco S&P 500 High Beta Et (SPHB) in their 13F filings, up 33 from Q1 2026. 43 opened new positions and 10 sold out. The largest holders were Goldman Sachs Group Inc. ($144.6M), Morgan Stanley ($42.2M) and LPL Financial LLC ($40.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Invesco S&P 500 High Beta Et
- CUSIP
- 46138E370
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $37.8M |
| Exits | 10 | $2.3M |
All 13F filers, Q1 2026 → Q2 2026: 1,536,997 shares bought and 112,430 shares sold, net +1,424,567 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 171 holders
| Goldman Sachs Group Inc. | 0.02% | Add +28.1% | 929,520 | $144.6M |
| Morgan Stanley | 0.00% | Add +21.3% | 271,143 | $42.2M |
| LPL Financial LLC | 0.01% | Add +9.7% | 261,857 | $40.7M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +2283.9% | 235,701 | $36.7M |
| Proficio Capital Partners LLC | 1.31% | Add +218.1% | 234,468 | $36.5M |
| Wells Fargo & Company | 0.01% | Add +88.8% | 223,072 | $34.7M |
| Axiom Financial Strategies, LLC | 10.22% | Reduce -1.3% | 209,633 | $32.6M |
| Bank of America Corp. | 0.00% | Add +155.8% | 198,596 | $30.9M |
| NewEdge Advisors, LLC | 0.07% | Add +1.9% | 143,770 | $22.4M |
| TRUE Private Wealth Advisors | 1.65% | Add +1498.8% | 122,944 | $19.1M |
| Citadel Advisors | 0.01% | Reduce -7.1% | 102,271 | $15.9M |
| Jump Financial, LLC | 0.15% | Add +86.5% | 99,662 | $15.5M |
| Jones Financial Companies LLLP | 0.01% | Add +46.2% | 96,120 | $14.5M |
| UBS Group AG | 0.00% | Reduce -6.5% | 86,804 | $13.5M |
| Raymond James Financial Inc. | 0.00% | Add +16.1% | 81,949 | $12.8M |
| Fortis Group Advisors, LLC | 1.92% | Add +77.3% | 77,235 | $12.0M |
| BNB Wealth Management, LLC | 4.58% | Add +29.1% | 53,847 | $8.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -16.6% | 50,409 | $7.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +70.9% | 50,126 | $7.8M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +71.3% | 49,302 | $7.7M |
| Winter & Associates, Inc. | 5.76% | Add +70.9% | 49,302 | $7.7M |
| Royal Bank of Canada | 0.00% | Reduce -34.4% | 48,042 | $7.5M |
| Chicago Wealth Management, Inc. | 2.58% | New | 46,706 | $7.3M |
| Quadrature Capital Ltd | 0.05% | New | 39,661 | $6.2M |
| Csenge Advisory Group | 0.24% | Add +7.3% | 38,047 | $5.9M |
| GTS Securities LLC | 0.12% | Add +70.0% | 37,662 | $5.9M |
| Ameriprise Financial Inc. | 0.00% | Add +5.5% | 36,427 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Add +30.1% | 34,954 | $5.4M |
| Cetera Investment Advisers | 0.00% | Add +13.2% | 33,491 | $5.2M |
| Hutchens & Kramer Investment Management Group, LLC | 1.35% | Add +3.9% | 32,356 | $5.0M |
| MML Investors Services, LLC | 0.01% | Add +30.0% | 29,435 | $4.6M |
| PFG Advisors | 0.23% | Reduce -11.0% | 29,242 | $4.5M |
| Ayalon Insurance Comp Ltd. | 0.51% | No change | 26,951 | $4.2M |
| NTV Asset Management LLC | 0.40% | Reduce -3.5% | 26,301 | $4.1M |
| Q3 Asset Management | 0.69% | New | 24,352 | $3.8M |
| Flow Traders U.S. LLC | 0.15% | Reduce -22.7% | 23,642 | $3.7M |
| Hilltop Holdings Inc. | 0.29% | Add +72.4% | 23,222 | $3.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +69.7% | 21,525 | $3.3M |
| Sig Brokerage, LP | 0.50% | No change | 20,000 | $3.1M |
| Bank of Montreal | 0.00% | Reduce -17.6% | 18,483 | $2.9M |
| Osaic Holdings, Inc. | 0.00% | Add +6.3% | 18,100 | $2.8M |
| Abound Financial, LLC | 1.10% | Reduce -0.6% | 17,791 | $2.8M |
| Coppell Advisory Solutions LLC | 0.22% | New | 87 | $2.7M |
| Summit Financial, LLC | 0.03% | New | 17,152 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.8% | 16,978 | $2.6M |
| Commonwealth Financial Services, LLC | 0.33% | Reduce -1.5% | 15,774 | $2.5M |
| Creative Planning | 0.00% | Add +0.3% | 15,430 | $2.4M |
| Equitable Holdings, Inc. | 0.01% | Add +10.3% | 14,897 | $2.3M |
| E&G Advisors, LLC | 0.43% | No change | 14,465 | $2.3M |
| Visionary Horizons, LLC | 0.90% | New | 13,828 | $2.2M |
| Ramiah Investment Group | 1.63% | New | 13,747 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +161.7% | 10,939 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +1035.5% | 10,378 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.5% | 10,088 | $1.6M |
| D. E. Shaw & Co. | 0.00% | Add +327.1% | 9,259 | $1.4M |
| Sowell Financial Services LLC | 0.05% | Add +2.3% | 9,005 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.2% | 8,942 | $1.4M |
| Sequent Asset Management, LLC | 0.57% | No change | 8,613 | $1.3M |
| HRT Financial LP | 0.00% | Add +35.9% | 8,228 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | New | 7,696 | $1.2M |
| &partners | 0.00% | Add +25.6% | 8,281 | $1.2M |
| Magnolia Capital Advisors LLC | 0.18% | Add +7.0% | 6,868 | $1.1M |
| Seros Financial, LLC | 0.49% | Reduce -7.7% | 6,007 | $935K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +2.8% | 5,969 | $929K |
| Advyzon Investment Management, LLC | 0.07% | Add +2.5% | 5,810 | $904K |
| Legacy Financial Strategies, LLC | 0.13% | No change | 5,500 | $856K |
| Benjamin Edwards Inc. | 0.01% | Reduce -1.5% | 5,456 | $849K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -1.5% | 5,449 | $848K |
| Fiduciary Financial Advisors | 0.08% | New | 5,344 | $832K |
| Rockefeller Capital Management L.P. | 0.00% | Add +76.0% | 5,189 | $807K |
| Koshinski Asset Management, Inc. | 0.04% | No change | 5,172 | $805K |
| Integrated Wealth Concepts LLC | 0.01% | Add +9.4% | 5,116 | $796K |
| Midwest Financial Network, LLC | 0.54% | Add +105.3% | 5,049 | $785K |
| XTX Topco Ltd | 0.01% | Add +39.5% | 4,897 | $762K |
| Fifth Third Bancorp | 0.00% | Add +2.2% | 4,869 | $758K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 4,829 | $751K |
| Optivise Advisory Services LLC | 0.38% | New | 4,763 | $741K |
| Belvedere Trading LLC | 0.06% | Add +803.8% | 4,763 | $741K |
| Plotkin Financial Advisors, LLC | 0.29% | No change | 4,436 | $690K |
| Hyundai Investments Co., Ltd. | 0.72% | Reduce -42.9% | 4,341 | $665K |
| OneDigital Investment Advisors LLC | 0.01% | New | 4,171 | $649K |
| Weaver Consulting Group | 0.13% | Reduce -19.5% | 4,129 | $642K |
| Townsend Asset Management Corp. /NC/ | 0.20% | No change | 4,034 | $628K |
| Adapt Wealth Advisors, LLC | 0.20% | Reduce -1.5% | 3,994 | $621K |
| Stifel Financial Corp. | 0.00% | Add +4.0% | 3,966 | $617K |
| Two Sigma Securities, LLC | 0.05% | New | 3,944 | $614K |
| RCS Financial Planning, LLC | 0.29% | Add +25.6% | 3,914 | $609K |
| Financial Partners Group, Inc | 0.06% | Add +12.7% | 3,868 | $602K |
| One Wealth Management Investment & Advisory Services, LLC | 0.62% | Reduce -6.2% | 3,791 | $590K |
| New England Professional Planning Group Inc. | 0.21% | Add +0.1% | 3,615 | $562K |
| Avant Capital LLC | 0.35% | Add +5.9% | 3,589 | $558K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -1.2% | 3,438 | $535K |
| Harbour Investments, Inc. | 0.01% | Add +345.9% | 3,344 | $520K |
| Reicon Wealth Advisors, LLC | 0.32% | Add +5.7% | 3,315 | $516K |
| FMR LLC | 0.00% | Add +15.4% | 3,181 | $495K |
| Fingerlakes Wealth Management, Inc. | 0.26% | Reduce -13.2% | 3,091 | $481K |
| Goldstone Financial Group, LLC | 0.04% | New | 3,044 | $474K |
| Nova Wealth Management, Inc. | 0.24% | Reduce -67.3% | 2,850 | $443K |
| Sanctuary Advisors, LLC | 0.00% | No change | 2,848 | $443K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -1.9% | 2,766 | $430K |
"% of holder's portfolio" is SPHB's weight in each manager's 13F, not the share of Invesco S&P 500 High Beta Et the manager owns.