Invesco S&P 500 High Beta EtSPHBETF
13F holders, Q4 2025 (December 31)132holders +15
26new positions
16sold out
3famous investors
$117.11avg. 13F price*
At the end of Q4 2025, 132 institutions reported holding Invesco S&P 500 High Beta Et (SPHB) in their 13F filings, up 15 from Q3 2025. 26 opened new positions and 16 sold out. The largest holders were Goldman Sachs Group Inc. ($83.0M), Wells Fargo & Company ($44.6M) and LPL Financial LLC ($25.9M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $16.4M |
| Exits | 16 | $12.3M |
All 13F filers, Q3 2025 → Q4 2025: 631,269 shares bought and 994,436 shares sold, net −363,167 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 132 holders
| Goldman Sachs Group Inc. | 0.01% | Reduce -21.3% | 710,002 | $83.0M |
| Wells Fargo & Company | 0.01% | Add +75.8% | 381,649 | $44.6M |
| LPL Financial LLC | 0.01% | Add +11.9% | 221,840 | $25.9M |
| Morgan Stanley | 0.00% | Reduce -48.7% | 205,871 | $24.1M |
| Ameriprise Financial Inc. | 0.01% | Add +594.7% | 190,748 | $22.3M |
| Axiom Financial Strategies, LLC | 6.40% | Reduce -4.1% | 130,070 | $15.2M |
| PFG Advisors | 0.67% | Add +25.9% | 117,266 | $13.7M |
| BNP Paribas Financial Markets | 0.01% | Reduce -35.3% | 110,429 | $12.9M |
| Bank of America Corp. | 0.00% | Add +39.6% | 103,977 | $12.2M |
| Bank Hapoalim BM | 0.90% | No change | 86,000 | $10.1M |
| Royal Bank of Canada | 0.00% | Reduce -22.1% | 83,267 | $9.7M |
| Citadel Advisors | 0.01% | Reduce -18.6% | 82,820 | $9.7M |
| UBS Group AG | 0.00% | Add +64.7% | 71,514 | $8.4M |
| Raymond James Financial Inc. | 0.00% | Add +1.6% | 67,578 | $7.9M |
| JPMorgan Chase & Co. | 0.00% | Add +6.9% | 50,011 | $5.8M |
| Fortis Group Advisors, LLC | 0.71% | New | 34,738 | $4.2M |
| BNB Wealth Management, LLC | 2.65% | — | 35,114 | $4.1M |
| Jones Financial Companies LLLP | 0.00% | Add +52.2% | 30,115 | $3.5M |
| NTV Asset Management LLC | 0.37% | Reduce -3.4% | 29,817 | $3.5M |
| Money Concepts Capital Corp. | 0.19% | New | 28,308 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Add +37.8% | 27,408 | $3.2M |
| Ayalon Insurance Comp Ltd. | 0.74% | No change | 26,021 | $3.0M |
| MML Investors Services, LLC | 0.01% | Reduce -12.2% | 23,752 | $2.8M |
| Cetera Investment Advisers | 0.00% | Add +0.7% | 22,789 | $2.7M |
| Synergy Asset Management, LLC | 0.28% | New | 22,745 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +139.7% | 21,587 | $2.5M |
| Bank of Montreal | 0.00% | Add +16.4% | 21,153 | $2.5M |
| Winter & Associates, Inc. | 2.24% | — | 20,737 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -27.6% | 20,737 | $2.4M |
| Tactive Advisors, LLC | 0.70% | Reduce -11.4% | 20,523 | $2.4M |
| Sig Brokerage, LP | 0.79% | No change | 20,000 | $2.3M |
| Abound Financial, LLC | 0.82% | Reduce -5.9% | 18,051 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.8% | 17,106 | $2.0M |
| EHP Funds Inc. | 4.15% | Reduce -17.1% | 15,500 | $1.8M |
| Creative Planning | 0.00% | No change | 15,203 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +72.0% | 14,930 | $1.7M |
| E&G Advisors, LLC | 0.38% | Reduce -1.7% | 14,565 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -48.0% | 13,500 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -11.4% | 12,748 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -95.8% | 11,984 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Reduce -1.3% | 10,222 | $1.2M |
| Advisors Preferred, LLC | 0.18% | Add +1.1% | 9,200 | $1.1M |
| Seros Financial, LLC | 0.63% | No change | 9,220 | $1.1M |
| TRUE Private Wealth Advisors | 0.10% | Add +367.8% | 8,903 | $1.0M |
| Sowell Financial Services LLC | 0.04% | New | 8,860 | $1.0M |
| Sequent Asset Management, LLC | 0.45% | No change | 8,613 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -16.8% | 8,565 | $1.0M |
| Hilltop Holdings Inc. | 0.05% | Reduce -86.5% | 7,685 | $899K |
| Wealthcare Advisory Partners LLC | 0.02% | New | 6,631 | $776K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +1.7% | 5,800 | $678K |
| CreativeOne Wealth, LLC | 0.02% | New | 5,533 | $647K |
| Legacy Financial Strategies, LLC | 0.11% | No change | 5,500 | $643K |
| Koshinski Asset Management, Inc. | 0.04% | No change | 5,172 | $605K |
| Weaver Consulting Group | 0.15% | Reduce -9.2% | 5,129 | $600K |
| Hutchens & Kramer Investment Management Group, LLC | 0.21% | New | 5,112 | $598K |
| Jane Street Group, LLC | 0.00% | Reduce -45.6% | 5,004 | $585K |
| Quadcap Wealth Management, LLC | 0.07% | No change | 4,870 | $570K |
| &partners | 0.00% | Reduce -6.8% | 2,063 | $566K |
| Secure Asset Management, LLC | 0.09% | Add +75.1% | 4,837 | $566K |
| Comerica Bank | 0.00% | Reduce -1.7% | 4,765 | $557K |
| Plotkin Financial Advisors, LLC | 0.27% | No change | 4,650 | $544K |
| One Wealth Management Investment & Advisory Services, LLC | 0.53% | Reduce -1.6% | 4,127 | $483K |
| Private Advisor Group, LLC | 0.00% | Add +0.5% | 4,125 | $482K |
| DV Trading LLC | 0.04% | — | 4,075 | $477K |
| Townsend Asset Management Corp. /NC/ | 0.17% | No change | 4,033 | $472K |
| KFG Wealth Management, LLC | 0.06% | New | 3,916 | $458K |
| Stifel Financial Corp. | 0.00% | Add +44.7% | 3,856 | $451K |
| Adapt Wealth Advisors, LLC | 0.15% | New | 3,824 | $447K |
| Renaissance Technologies | 0.00% | Reduce -78.9% | 3,800 | $444K |
| Reicon Wealth Advisors, LLC | 0.32% | — | 3,706 | $433K |
| Avant Capital LLC | 0.29% | Add +6.1% | 3,636 | $425K |
| New England Professional Planning Group Inc. | 0.18% | Add +0.2% | 3,604 | $422K |
| Fingerlakes Wealth Management, Inc. | 0.26% | No change | 3,562 | $417K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -1.9% | 3,558 | $416K |
| Captrust Financial Advisors | 0.00% | No change | 3,104 | $363K |
| XML Financial, LLC | 0.03% | Add +23.5% | 3,076 | $360K |
| Janney Montgomery Scott LLC | 0.00% | Add +38.6% | 3,017 | $353K |
| Hyundai Investments Co., Ltd. | 0.34% | New | 2,932 | $347K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.0% | 2,848 | $333K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 2,733 | $320K |
| Focus Partners Wealth | 0.00% | No change | 2,705 | $316K |
| D. E. Shaw & Co. | 0.00% | Reduce -39.2% | 2,668 | $312K |
| Burke & Herbert Bank & Trust Co. | 0.09% | Reduce -73.7% | 2,650 | $310K |
| IHT Wealth Management, LLC | 0.01% | Reduce -17.2% | 2,630 | $308K |
| Gateway Wealth Partners, LLC | 0.03% | Add +14.4% | 2,466 | $289K |
| Advisory Services Network, LLC | 0.00% | Add +0.0% | 2,416 | $283K |
| MGB Wealth Management, LLC | 0.08% | Reduce -12.7% | 2,399 | $281K |
| Axxcess Wealth Management, LLC | 0.00% | New | 2,340 | $274K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 2,304 | $269K |
| Mercer Global Advisors Inc. | 0.00% | New | 2,127 | $250K |
| Equitable Holdings, Inc. | 0.00% | New | 2,128 | $249K |
| VestGen Advisors, LLC | 0.01% | New | 2,086 | $244K |
| Betterment LLC | 0.00% | Reduce -6.1% | 2,053 | $240K |
| Independent Financial Group, LLC | 0.01% | No change | 2,000 | $234K |
| Fischer Investment Strategies, LLC | 0.13% | New | 1,854 | $217K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.6% | 1,821 | $213K |
| FMR LLC | 0.00% | Add +26.1% | 1,646 | $192K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +0.6% | 1,216 | $142K |
| Allworth Financial LP | 0.00% | No change | 1,133 | $133K |
| IFP Advisors, Inc | 0.00% | No change | 985 | $115K |
"% 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.