Invesco S&P 500 High Beta ETF

SPHB

Market cap $448M

Overview Fund Activity

107.47 USD

-0.44

0.41%

At close Updated Sep 12, 4:00 PM EDT

1 day

-0.41%

5 days

1.69%

1 month

3.2%

3 months

15.96%

6 months

33.92%

Year to date

21.26%

1 year

28.11%

5 years

145.03%

10 years

258.11%

Financials Asset Management

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

10% more capital invested

Capital invested by funds: $257M [Q1] → $282M (+$24.9M) [Q2]

1% less funds holding

Funds holding: 107 [Q1] → 106 (-1) [Q2]

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2.91% less ownership

Funds ownership: 76.2% [Q1] → 73.3% (-2.91%) [Q2]

65% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 46

77% less call options, than puts

Call options by funds: $1.98M | Put options by funds: $8.48M

100% less funds holding in top 10

Funds holding in top 10: 1 [Q1] → 0 (-1) [Q2]

See Fund Rankings

Financial journalist opinion

Zacks Investment Research

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.

High Beta ETF (SPHB) Hits New 52-Week High

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.

SPHB: Don't Chase High-Beta Right Now

Zacks Investment Research

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.

Court Ruling Lifts Markets: High Beta, Momentum ETFs in Focus

Investors Business Daily

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.

Investors Make Fast Money On 8 ETFs In Just One Month

Zacks Investment Research

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%.

Trade Hopes Boost Wall Street: ETFs to Tap

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.

SPHB: Look Elsewhere If Looking For Volatility

Zacks Investment Research

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.

High-Beta & Momentum ETFs to Play on Hints of Easing Trade Tensions?

Zacks Investment Research

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.

Is the Wall Street Rally Sustainable? ETFs in Focus

Zacks Investment Research

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.

Buy High Beta & High Momentum ETFs for Near-Term Gains

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%.

SPHB: Not The Right Time For High Beta Equities

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