Invesco S&P 500 High Beta ETFSPHB
SPHB
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
12.97% more ownership
Funds ownership: 63.24% [Q4 2024] → 76.2% (+12.97%) [Q1 2025]
7% less funds holding
Funds holding: 115 [Q4 2024] → 107 (-8) [Q1 2025]
24% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 17
42% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 45
50% less funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 1 (-1) [Q1 2025]
63% less capital invested
Capital invested by funds: $691M [Q4 2024] → $257M (-$434M) [Q1 2025]
98% less call options, than puts
Call options by funds: $908K | Put options by funds: $42.7M
Research analyst outlook
We haven’t received any recent analyst ratings for SPHB.
Financial journalist opinion
Positive
Zacks Investment Research
7 hours ago
High Beta ETF (SPHB) Hits New 52-Week High
SPHB hits a 52-week high, gaining 61% off its low as bullish market momentum fuels high-beta strength.
Positive
Seeking Alpha
1 week ago
SPHB: Don't Chase High-Beta Right Now
SPHB has surged 45% since mid-April, outperforming quality-focused ETFs, but this high-beta rally may be short-lived. Despite strong technical momentum and a breakout above resistance, bearish seasonality in August-September warrants caution. SPHB trades at a discount to the S&P 500 and is heavily weighted in Information Technology, but carries high volatility risk.
Positive
Zacks Investment Research
2 months ago
Court Ruling Lifts Markets: High Beta, Momentum ETFs in Focus
Court ruling halts Trump-era tariffs, boosting stocks and spotlighting high-beta, momentum ETFs like SPHB, MTUM, XMMO, SPMO and XSMO.
Positive
Investors Business Daily
2 months ago
Investors Make Fast Money On 8 ETFs In Just One Month
Just a month ago, ETF investors were pleased to simply hold onto their money. Now they're looking for big gains in the S&P 500 again.
Positive
Zacks Investment Research
2 months ago
Trade Hopes Boost Wall Street: ETFs to Tap
U.S. stock markets climbed on Thursday, thanks to President Trump's announcement of a new trade agreement with the UK and his upbeat comments on future negotiations with China. The Nasdaq Composite gained about 1%, while both the S&P 500 and the Dow Jones Industrial Average rose roughly 0.6%.
Neutral
Seeking Alpha
2 months ago
SPHB: Look Elsewhere If Looking For Volatility
SPHB, an Invesco ETF, targets the most volatile 100 S&P 500 stocks but has underperformed compared to other low-fee ETFs like SPY and SPUU. The fund's portfolio somewhat resembles the S&P 500 but with higher weightings in technology and industrials, yet it hasn't driven significant gains. For U.S. market recovery, SPHB isn't the best option; SPY or SPUU offer better performance and lower fees.
Positive
Zacks Investment Research
3 months ago
High-Beta & Momentum ETFs to Play on Hints of Easing Trade Tensions?
Trump signals steep China tariffs may drop, boosting hopes for trade de-escalation.
Neutral
Zacks Investment Research
3 months ago
Is the Wall Street Rally Sustainable? ETFs in Focus
Although Wall Street is off to a good start this week amid hopes of an administrative windfall for some sectors, volatility will persist.
Positive
Zacks Investment Research
3 months ago
Buy High Beta & High Momentum ETFs for Near-Term Gains
In a surprising development in the tariff saga, Trump announced a temporary drop in tariff rates for most countries to 10% for 90 days, triggering a historic stock market surge.
Positive
Seeking Alpha
5 months ago
SPHB: Not The Right Time For High Beta Equities
SPHB aggregates high beta equities, investing in the 100 S&P 500 stocks with the highest market sensitivity, rebalanced quarterly. High beta stocks underperformed in 2024 despite a robust equity market, highlighting the need for specific catalysts for these stocks to excel. High beta names perform best in rebound years following significant market sell-offs, often posting returns close to +30%.
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