Who owns QVMT?
Invesco S&P S&P 500 Concentrated QVM ETF · Invesco
54 institutions reported holding QVMT, worth $78.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of QVMT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $23.5M | 336,385 | +22,431 shares |
| Bank of America Corp. | Charlotte, NC | $13.0M | 185,910 | −68,267 shares |
| Armbruster Capital Management, Inc. | Pittsford, NY | $10.9M | 156,628 | −800 shares |
| Invesco Ltd. | Atlanta, GA | $10.7M | 152,533 | No change |
| LMCG Investments, LLC | Boston, MA | $2.7M | 37,989 | +583 shares |
| MassMutual Private Wealth & Trust, FSB | Windsor, CT | $1.3M | 18,453 | −306 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $1.3M | 17,909 | +9,755 shares |
| Arrowroot Family Office, LLC | Marina Del Rey, CA | $1.1M | 15,583 | +43 shares |
| Equitable Holdings, Inc. | New York, NY | $1.1M | 15,069 | New position |
| UBS Group AG | Zurich, Switzerland | $1.0M | 14,488 | +318 shares |
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 QVMT?
54 institutional managers reported holding QVMT in Form 13F filings for June 30, 2026, worth $78.3M in total. The largest reported position was held by LPL Financial LLC, at $23.5M.
Did institutions buy or sell QVMT last quarter?
Reported 13F value rose 14.2% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 5 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 QVMT 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.