Who owns SPVM?
Invesco S&P 500 Value with Momentum ETF · Invesco
38 institutions reported holding SPVM, worth $65.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SPVM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $14.4M | 193,280 | −2,836 shares |
| Beta Wealth Group, Inc. | San Diego, CA | $12.9M | 173,484 | +1,360 shares |
| Capstone Wealth Management Group, LLC | Dunmore, PA | $12.5M | 167,795 | +8,137 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $5.7M | 76,585 | +22,747 shares |
| Bank of America Corp. | Charlotte, NC | $3.1M | 42,156 | +10,070 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $2.4M | 31,544 | +13,884 shares |
| Perennial Investment Advisors, LLC | Los Angeles, CA | $2.1M | 28,634 | +19,972 shares |
| Harbour Investments, Inc. | Madison, WI | $1.6M | 21,969 | +1,356 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.5M | 19,843 | −56 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $1.5M | 19,508 | −980 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 SPVM?
38 institutional managers reported holding SPVM in Form 13F filings for June 30, 2026, worth $65.6M in total. The largest reported position was held by LPL Financial LLC, at $14.4M.
Did institutions buy or sell SPVM last quarter?
Reported 13F value rose 12.9% from March 31, 2026, which includes price moves as well as buying and selling. 11 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 SPVM 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.