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Invesco S&P 500 High Beta ET (SPHB)

CUSIP: 46138E370 | NYSE | 464 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Cambridge Investment Research Advisors, Inc.254,060
0.2% of portfolio›$38.3M
True Private Wealth Advisors118,276
1.5% of portfolio›$17.8M
Winter & Associates, Inc.53,341
5.4% of portfolio›$7.5M
BNB Wealth Management, LLC53,117
4.4% of portfolio›$8.0M
Csenge Advisory Group38,014
0.2% of portfolio›$5.7M
Hutchens & Kramer Investment Management Group, LLC32,732
1.5% of portfolio›$4.9M
PFG Advisors31,200
0.2% of portfolio›$4.7M
Ayalon Insurance Comp Ltd.26,951
0.0% of portfolio›$4.1K
NTV Asset Management LLC25,526
0.4% of portfolio›$3.8M
Kestra Advisory Services, LLC22,387
0.0% of portfolio›$3.4M
Commonwealth Equity Services, LLC17,022
0.0% of portfolio›$2.6M
Creative Planning14,653
0.0% of portfolio›$2.2M
E&G Advisors, LLC14,565
0.4% of portfolio›$2.2M
Visionary Horizons, LLC14,134
0.8% of portfolio›$2.1M
Midwest Financial Network, LLC12,312
1.3% of portfolio›$1.9M
D.A. Davidson & Co.10,109
0.0% of portfolio›$1.5M
Davenport & Co LLC7,602
0.0% of portfolio›$1.1M
Seros Financial, LLC5,991
0.5% of portfolio›$903.0K
Legacy Financial Strategies, LLC5,500
0.1% of portfolio›$829.0K
Koshinski Asset Management, Inc.5,172
0.0% of portfolio›$779.6K
Belvedere Trading LLC4,954
0.0% of portfolio›$746.7K
Fifth Third Bancorp4,765
0.0% of portfolio›$718.2K
Weaver Consulting Group4,129
0.1% of portfolio›$622.4K
Townsend Asset Management Corp4,034
0.2% of portfolio›$608.1K
Financial Partners Group, Inc3,678
0.1% of portfolio›$554.4K
New England Professional Planning Group Inc.3,619
0.2% of portfolio›$545.4K
Quadcap Wealth Management, LLC3,422
0.0% of portfolio›$515.8K
Reicon Wealth Advisors, LLC3,356
0.3% of portfolio›$505.9K
Wealthcare Advisory Partners LLC2,997
0.0% of portfolio›$451.8K
Burke & Herbert Bank & Trust Co2,595
0.1% of portfolio›$391.1K
Concurrent Investment Advisors, LLC2,514
0.0% of portfolio›$379.0K
Oppenheimer Asset Management Inc.2,502
0.0% of portfolio›$377.1K
City Center Advisors, LLC2,486
0.3% of portfolio›$374.7K
XML Financial, LLC2,437
0.0% of portfolio›$367.3K
Commonwealth Financial Services, LLC2,073
0.1% of portfolio›$312.5K
Synergy Asset Management, LLC2,072
0.0% of portfolio›$312.3K
Independent Financial Group, LLC2,000
0.0% of portfolio›$301.5K
Grandview Asset Management LLC1,843
0.1% of portfolio›$277.8K
Focus Financial Network, Inc.1,699
0.0% of portfolio›$256.2K
Wealth Enhancement Advisory Services, LLC1,655
0.0% of portfolio›$251.6K
Aurora Private Wealth, Inc.1,521
0.0% of portfolio›$229
Indivisible Partners1,512
0.0% of portfolio›$227.9K
Sigma Planning Corp1,503
0.0% of portfolio›$226.5K
VestGen Advisors, LLC1,420
0.0% of portfolio›$214.1K
Capital Investment Advisors, LLC1,356
0.0% of portfolio›$204.4K
Oppenheimer & Co Inc1,338
0.0% of portfolio›$201.7K
IFP Advisors, Inc1,009
0.0% of portfolio›$152.1K
Parallel Advisors, LLC840
0.0% of portfolio›$126.6K
TD Waterhouse Canada Inc.796
0.0% of portfolio›$121.6K
Beacon Investment Advisory Services, Inc.403
0.0% of portfolio›$60.7K
Archer Investment Corp364
0.0% of portfolio›$54.9K
US Bancorp \de\322
0.0% of portfolio›$48.5K
Cape Investment Advisory, Inc.319
0.0% of portfolio›$48.2K
Spire Wealth Management200
0.0% of portfolio›$30.1K
Key FInancial Inc121
0.0% of portfolio›$18.2K
Jacobi Capital Management LLC110
0.0% of portfolio›$16.6K
Triumph Capital Management109
0.0% of portfolio›$16.5K
Main Street Group, LTD40
0.0% of portfolio›$6.0K
Farther Finance Advisors, LLC17
0.0% of portfolio›$2.6K
Assetmark, Inc15
0.0% of portfolio›$2.3K
Ascentis Independent Advisors0
0.0% of portfolio›$15
StyleTurnoverLocationFiled
Cambridge Investment Research Advisors, Inc.
254,060$38.3M0.2%ETFLowFairfield, IA2026-11-02
True Private Wealth Advisors
118,276$17.8M1.5%ETFMediumSalem, OR2026-10-19
Winter & Associates, Inc.
53,341$7.5M5.4%ETFMediumSt. Paul, MN2026-10-23
BNB Wealth Management, LLC
53,117$8.0M4.4%ETFMediumSilver Spring, MD2026-10-28
Csenge Advisory Group
38,014$5.7M0.2%ETFMediumClearwater, FL2026-11-04
Hutchens & Kramer Investment Management Group, LLC
32,732$4.9M1.5%ETFLowIndianapolis, IN2026-10-16
PFG Advisors
31,200$4.7M0.2%ETFMediumPhoenix, AZ2026-10-16
Ayalon Insurance Comp Ltd.
26,951$4.1K0.0%ETFLowRamat Gan, Luxembourg2026-10-08
NTV Asset Management LLC
25,526$3.8M0.4%GrowthLowCharleston, WV2026-10-23
Kestra Advisory Services, LLC
22,387$3.4M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
17,022$2.6M0.0%ETFLowWaltham, MA2026-11-02
Creative Planning
14,653$2.2M0.0%IndexVery LowOverland Park, KS2026-11-02
E&G Advisors, LLC
14,565$2.2M0.4%ETFVery LowHouston, TX2026-10-13
Visionary Horizons, LLC
14,134$2.1M0.8%ETFLowKnoxville, TN2026-10-22
Midwest Financial Network, LLC
12,312$1.9M1.3%ETFHighTinley Park, IL2026-10-13
D.A. Davidson & Co.
10,109$1.5M0.0%CoreLowGreat Falls, MT2026-10-28
Davenport & Co LLC
7,602$1.1M0.0%CoreMediumRichmond, VA2026-10-14
Seros Financial, LLC
5,991$903.0K0.5%ETFMediumGilbert, AZ2026-10-21
Legacy Financial Strategies, LLC
5,500$829.0K0.1%ETFLowOverland Park, KS2026-10-15
Koshinski Asset Management, Inc.
5,172$779.6K0.0%ETFLowDecatur, IL2026-10-29
Belvedere Trading LLC
4,954$746.7K0.0%Agg GrowthVery HighChicago, IL2026-11-05
Fifth Third Bancorp
4,765$718.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Weaver Consulting Group
4,129$622.4K0.1%ETFLowHuntington Beach, CA2026-10-07
Townsend Asset Management Corp
4,034$608.1K0.2%CoreLowRaleigh, NC2026-10-29
Financial Partners Group, Inc
3,678$554.4K0.1%ETFLowOverland Park, KS2026-10-19
New England Professional Planning Group Inc.
3,619$545.4K0.2%ETFVery LowWesterly, RI2026-10-29
Quadcap Wealth Management, LLC
3,422$515.8K0.0%ETFLowFrisco, TX2026-11-02
Reicon Wealth Advisors, LLC
3,356$505.9K0.3%ETFLowAtlanta, GA2026-11-04
Wealthcare Advisory Partners LLC
2,997$451.8K0.0%ETFLowWest Chester, PA2026-10-21
Burke & Herbert Bank & Trust Co
2,595$391.1K0.1%CoreVery LowAlexandria, VA2026-11-02
Concurrent Investment Advisors, LLC
2,514$379.0K0.0%GrowthMediumTampa, FL2026-10-16
Oppenheimer Asset Management Inc.
2,502$377.1K0.0%CoreMediumNew York, NY2026-10-27
City Center Advisors, LLC
2,486$374.7K0.3%ETFMediumTroy, MI2026-10-08
XML Financial, LLC
2,437$367.3K0.0%ETFLowBethesda, MD2026-10-29
Commonwealth Financial Services, LLC
2,073$312.5K0.1%ETFMediumVienna, WV2026-10-20
Synergy Asset Management, LLC
2,072$312.3K0.0%GrowthHighVancouver, WA2026-11-05
Independent Financial Group, LLC
2,000$301.5K0.0%GrowthLowSan Diego, CA2026-10-13
Grandview Asset Management LLC
1,843$277.8K0.1%Agg GrowthLowHarrisburg, PA2026-10-19
Focus Financial Network, Inc.
1,699$256.2K0.0%ETFLowMinneapolis, MN2026-10-14
Wealth Enhancement Advisory Services, LLC
1,655$251.6K0.0%CoreLowPlymouth, MN2026-10-13
Aurora Private Wealth, Inc.
1,521$2290.0%ETFLowRockaway, NJ2026-10-20
Indivisible Partners
1,512$227.9K0.0%GrowthMediumClearwater, FL2026-10-26
Sigma Planning Corp
1,503$226.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
VestGen Advisors, LLC
1,420$214.1K0.0%GrowthMediumChicago, IL2026-10-27
Capital Investment Advisors, LLC
1,356$204.4K0.0%CoreLowAtlanta, GA2026-10-22
Oppenheimer & Co Inc
1,338$201.7K0.0%CoreLowNew York, NY2026-10-26
IFP Advisors, Inc
1,009$152.1K0.0%GrowthLowTampa, FL2026-10-16
Parallel Advisors, LLC
840$126.6K0.0%IndexLowSan Francisco, CA2026-11-03
TD Waterhouse Canada Inc.
796$121.6K0.0%CoreLowToronto, Australia2026-10-16
Beacon Investment Advisory Services, Inc.
403$60.7K0.0%GrowthLowMorristown, NJ2026-10-13
Archer Investment Corp
364$54.9K0.0%CoreMediumCarmel, IN2026-11-05
US Bancorp \de\
322$48.5K0.0%IndexLowMinneapolis, MN2026-11-05
Cape Investment Advisory, Inc.
319$48.2K0.0%ETFLowMcdonough, GA2026-10-13
Spire Wealth Management
200$30.1K0.0%GrowthMediumMclean, VA2026-10-30
Key FInancial Inc
121$18.2K0.0%ETFLowWest Chester, PA2026-11-02
Jacobi Capital Management LLC
110$16.6K0.0%CoreLowPittston, PA2026-11-05
Triumph Capital Management
109$16.5K0.0%ETFMediumDenver, CO2026-10-14
Main Street Group, LTD
40$6.0K0.0%ETFMediumGlen Allen, VA2026-10-28
Farther Finance Advisors, LLC
17$2.6K0.0%IndexLowSan Francisco, CA2026-10-08
Assetmark, Inc
15$2.3K0.0%ETFLowConcord, CA2026-10-21
Ascentis Independent Advisors
0$150.0%ETFLowDallas, TX2026-11-03