Who Owns SPHB?
Invesco S&P 500 High Beta ETF — Institutional Ownership & 13F Holdings
$134.11
-0.60 (-0.45%)
Market Cap
$612.7M
Shares Outstanding
5,919,881
Institutional Holders
107
Total Inst. Value
$834.0M
% of Float Held
—
QoQ Holder Change
+27
Institutional data as of Q1 2025
New Positions
25
Closed Positions
21
Increased
25
Decreased
41
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $620.4M | 7,928 |
| 2 | BANK OF AMERICA CORP /DE/ | $71.1M | 908,723 |
| 3 | MORGAN STANLEY | $13.2M | 169,046 |
| 4 | RAYMOND JAMES FINANCIAL INC | $12.5M | 160,144 |
| 5 | ROYAL BANK OF CANADA | $10.7M | 137,049 |
| 6 | BNP PARIBAS FINANCIAL MARKETS | $9.8M | 125,293 |
| 7 | WELLS FARGO & COMPANY/MN | $8.6M | 110,434 |
| 8 | Vestmark Advisory Solutions, Inc.New | $7.4M | 95,018 |
| 9 | GOLDMAN SACHS GROUP INC | $6.8M | 86,487 |
| 10 | GTS SECURITIES LLCNew | $5.1M | 64,965 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +805K | $71.1M |
| ROYAL BANK OF CANADA | +16K | $10.7M |
| Vestmark Advisory Solutions, Inc.New | +95K | $7.4M |
| GTS SECURITIES LLCNew | +65K | $5.1M |
| Cynosure Group, LLCNew | +64K | $5.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | -254K | $8.6M |
| MORGAN STANLEY | -111K | $13.2M |
| JANE STREET GROUP, LLC | -73K | $445K |
| EHP Funds Inc. | -63K | $2.7M |
| AMERIPRISE FINANCIAL INC | -46K | $772K |
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Frequently Asked Questions
How many institutional investors hold SPHB?
As of Q1 2025, 107 institutional investors report holding SPHB (Invesco S&P 500 High Beta ETF) in their 13F filings.
Which hedge fund owns the most SPHB?
The largest institutional holder of SPHB is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $620.4M in shares.
Are institutions buying or selling SPHB?
This quarter, 25 institutions opened new positions in SPHB and 21 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.