Who Owns Invesco S&P 500 Value with Momentum ETF (SPVM)?Hedge Fund & Institutional Holders

$69.94+0.50 (+0.72%)Financial ServicesNYSE_ARCA

Institutional Holders

22

as of QNaN NaN

Total Institutional Value

$25.9T

% of Float Held

QoQ Change in Holders

+22 / -0

Price History

$50.71$56.14$61.56$66.99$72.42Sep 24Jun 25Mar 26

SPVM — Biggest Institutional Buyers This Quarter

FundShares AddedValue% of Portfolio
Beta Wealth Group, Inc.New141K$8.1T2.90%
LPL Financial LLCNew82K$4.7T1.82%
CAPSTONE WEALTH MANAGEMENT GROUP, LLCNew77K$4.4T2.51%
BANK OF AMERICA CORP /DE/New36K$2.0T0.17%
MORGAN STANLEYNew32K$1.8T0.13%
JONES FINANCIAL COMPANIES LLLPNew32K$1.6T1.45%
RAYMOND JAMES FINANCIAL INCNew20K$1.2T0.43%
IFG Advisory, LLCNew13K$745.7B0.04%
NewEdge Advisors, LLCNew5K$279.6B1.66%
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew5K$269.4B0.05%
COMMONWEALTH EQUITY SERVICES, LLCNew4K$229.0B0.32%
Tower Research Capital LLC (TRC)New3K$145.2B0.00%
PRIVATE TRUST CO NANew2K$137.7B0.01%
OSAIC HOLDINGS, INC.New2K$136.6B0.30%
Accent Capital Management, LLCNew1K$57.4B0.03%

Top Institutional Holders(QNaN NaN)

#FundSharesValue% of PortfolioQoQ Share Change
1Beta Wealth Group, Inc.140,956$8.1T2.90%New
2LPL Financial LLC81,582$4.7T1.82%New
3CAPSTONE WEALTH MANAGEMENT GROUP, LLC76,790$4.4T2.51%New
4BANK OF AMERICA CORP /DE/35,746$2.0T0.17%New
5MORGAN STANLEY31,550$1.8T0.13%New
6JONES FINANCIAL COMPANIES LLLP32,272$1.6T1.45%New
7RAYMOND JAMES FINANCIAL INC20,050$1.2T0.43%New
8IFG Advisory, LLC12,998$745.7B0.04%New
9NewEdge Advisors, LLC4,873$279.6B1.66%New
10SUSQUEHANNA INTERNATIONAL GROUP, LLP4,695$269.4B0.05%New
11COMMONWEALTH EQUITY SERVICES, LLC3,996$229.0B0.32%New
12Tower Research Capital LLC (TRC)2,531$145.2B0.00%New
13PRIVATE TRUST CO NA2,400$137.7B0.01%New
14OSAIC HOLDINGS, INC.2,382$136.6B0.30%New
15Accent Capital Management, LLC1,000$57.4B0.03%New
16ROYAL BANK OF CANADA701$40.0B0.01%New
17ABOUND FINANCIAL, LLC550$31.5B0.02%New
18Clearstead Advisors, LLC400$22.9B0.36%New
19Cooper Financial Group47,960$2.8B0.36%New
20Sunbelt Securities, Inc.12$688.0M0.00%New
21WELLS FARGO & COMPANY/MN1$70.0M0.00%New
22Key FInancial Inc143$8.0M0.00%New

Similar Stocks by Institutional Ownership

As of QNaN NaN, 22 institutional investors hold SPVM (Invesco S&P 500 Value with Momentum ETF). The largest holder is Beta Wealth Group, Inc. with $8.1T in shares. This quarter, 22 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own SPVM?

As of QNaN NaN, 22 institutional investors report holding SPVM (Invesco S&P 500 Value with Momentum ETF) in their 13F filings.

Who is the largest institutional holder of SPVM?

The largest institutional holder of SPVM is Beta Wealth Group, Inc. with $8.1T in shares.

Is institutional ownership of SPVM increasing or decreasing?

This quarter, 22 institutions opened new positions in SPVM and 0 closed their positions.