Invesco S&P 500 High Beta ETF
SPHB
New York Stock Exchange Arca- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 11 Greenway Plaza, Suite 1000 Houston TX United States of America 77046
- IPO Date
- May 5, 2011
- CIK
- 0001378872
- Website
- invesco.com
- Similar Companies
- Business
- Invesco S&P 500 High Beta ETF (SPHB) is an exchange-traded fund that seeks to track the performance, before fees and expenses, of the S&P 500 High Beta Index. The fund invests at least 90% of its total assets in common stocks comprising the underlying index, which consists of the 100 securities from the S&P 500 exhibiting the highest sensitivity to market movements, as measured by beta over the prior 12 months; these holdings are weighted in the index according to their beta values to amplify exposure to large-cap U.S. equities with elevated volatility. SPHB provides passive management focused on high-beta stocks across sectors such as information technology, financials, and consumer discretionary, targeting investors seeking magnified market returns in bullish environments, with quarterly rebalancing, a 0.25% expense ratio, and quarterly distributions. Launched on May 5, 2011, and domiciled in the United States, SPHB is issued and managed by Invesco Ltd., with headquarters in Atlanta, Georgia; the fund operates primarily in the U.S. equity market, offering exposure to mid- and large-cap blend styles through its non-diversified portfolio of approximately 100 holdings. Key managers include Peter Hubbard, Michael Jeanette, Tony Seisser, and Pratik Doshi, overseeing daily pricing and full holdings transparency. Recent developments include a significant rally in 2025, with SPHB achieving a 52-week high and gaining over 60% from its lows amid strong bullish momentum in high-beta stocks, alongside increased institutional ownership from firms such as Global Retirement Partners LLC and Secure Asset Management LLC. The fund has seen heightened trading activity and positive analyst attention for its outperformance potential in recovery phases, though it carries elevated volatility risk compared to broader S&P 500 benchmarks. No major acquisitions, partnerships, or structural changes have been reported in the last 1-2 years, maintaining its core beta-weighted strategy.