Invesco S&P 500 High Beta ETFSPHB
SPHB
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
220% more capital invested
Capital invested by funds: $216M [Q3] → $692M (+$476M) [Q4]
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
11% more funds holding
Funds holding: 104 [Q3] → 115 (+11) [Q4]
0.55% more ownership
Funds ownership: 62.91% [Q3] → 63.46% (+0.55%) [Q4]
19% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 36
23% less call options, than puts
Call options by funds: $949K | Put options by funds: $1.23M
Research analyst outlook
We haven’t received any recent analyst ratings for SPHB.
Financial journalist opinion
Neutral
Zacks Investment Research
4 days 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
1 week 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
2 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%.
Positive
Zacks Investment Research
3 months ago
ETFs to Play on Gaza Truce, Easing Inflation & Solid Bank Earnings
High beta and high momentum ETFs should win amid the Gaza truce, cooling inflation and solid bank earnings.
Positive
Zacks Investment Research
3 months ago
High Beta & Momentum ETFs to Tap the Santa Claus Rally
High-beta and high-momentum products are expected to outperform as investors are bracing for a Santa Claus rally.
Neutral
Seeking Alpha
6 months ago
SPHB: Not The Best Time To Own Right Now
SPHB, with a high beta strategy, targets 100 volatile S&P 500 stocks, offering potential short-term outperformance but higher downside risk. The fund's expense ratio is 0.25%, higher than similar ETFs, and it rebalances quarterly. SPHB rebounds faster post-market corrections but lags the S&P 500 in long-term returns due to its high beta stock selection.
Positive
Zacks Investment Research
7 months ago
Time for Momentum ETFs?
On Monday, U.S. stocks closed at session highs, continuing their rally from last week's strong performance.
Positive
Zacks Investment Research
8 months ago
Momentum ETFs to Play as Wall Street Rallies?
Stocks surged higher on Thursday as retail sales showed gains and Fed cues of interest rate cuts.
Positive
Seeking Alpha
8 months ago
SPHB: A Solid Choice For Riding The Recovery Wave
SPHB tracks the S&P 500 High Beta Index, providing exposure to high-beta stocks in the S&P 500. High-beta stocks can amplify gains and losses, so exposure to them is suitable for only under certain circumstances. Right now, investing in this fund is too risky, but it can have its use when the market is in recovery, so familiarizing yourself with it is a good idea.
Negative
Seeking Alpha
11 months ago
SPHB: When The Risk-Reward Theory Falls Apart
Invesco S&P 500 High Beta ETF holds about 100 stocks of the S&P 500 index with higher volatility. SPHB has characteristics pointing to a blend of growth and value styles. SPHB high-risk / high-reward strategy has failed to bring excess return in a bull market, and it is unlikely to succeed over a complete market cycle.
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