Who owns QVMS?
Invesco S&P SmallCap 600 QVM Multi-factor ETF · Invesco
7 institutions reported holding QVMS, worth $254.3M, in Form 13F filings for June 30, 2026.
Top 7 institutional holders of QVMS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Municipal Employees' Retirement System of Michigan | Lansing, MI | $249.4M | 7,114,414 | No change |
| Captrust Financial Advisors | Raleigh, NC | $2.0M | 55,726 | +5,261 shares |
| Abound Financial, LLC | Granite Bay, CA | $1.5M | 43,224 | −3,042 shares |
| LPL Financial LLC | Fort Mill, SC | $1.0M | 29,691 | +266 shares |
| Bank of America Corp. | Charlotte, NC | $360K | 10,280 | −141 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $30K | 850 | New position |
| Global Retirement Partners, LLC | San Rafael, CA | $13K | 368 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns QVMS?
7 institutional managers reported holding QVMS in Form 13F filings for June 30, 2026, worth $254.3M in total. The largest reported position was held by Municipal Employees' Retirement System of Michigan, at $249.4M.
Did institutions buy or sell QVMS last quarter?
Reported 13F value rose 20.0% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is QVMS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.