SPVM INVESCO EXCHANGE TRADED FD T
FollowS&P 500 VLU MOMN (fund)
19 managers (19 13F filers) reported a position in SPVM shares at 2024-12-31, 253,197 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 19
- 13F filers
- 19
- New
- 1
- Added
- 3
- Reduced
- 9
- Sold out
- 1
- Shares held by filers
- 253,197
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| LPL Financial LLC | 73,515 | $4.23M | <0.01% | +2,935 | 13F-HRTimeline |
| Cooper Financial Group | 49,427 | $2.84M | 0.34% | -3,724 | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 36,186 | $2.08M | <0.01% | +3,958 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 28,952 | $1.67M | <0.01% | -834 | 13F-HR/ATimelineGroup |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 26,948 | $1.55M | <0.01% | 13F-HR/ATimelineGroup | |
| IFG Advisory, LLC | 12,998 | $748K | 0.04% | -308 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 7,415 | $427K | <0.01% | +2,264 | 13F-HRTimelineGroup |
| NewEdge Advisors, LLC | 4,942 | $284K | <0.01% | -939 | 13F-HRTimeline |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,001 | $230K | <0.01% | -384 | 13F-HRTimeline |
| Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T… | 3,852 | $222K | <0.01% | -143 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,700 | $97.8K | <0.01% | 0 | 13F-HR/ATimelineGroup |
| Accent Capital Management, LLC | 1,000 | $57.5K | 0.03% | new | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 969 | $56K | <0.01% | -582 | 13F-HRTimelineGroup |
| JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP | 747 | $43K | <0.01% | -52 | 13F-HRTimelineGroup |
| Clearstead Advisors, LLC | 400 | $23K | <0.01% | 0 | 13F-HRTimeline |
| Key Financial Inc | 143 | $8.23K | <0.01% | 0 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 1 | $58 | <0.01% | -8 | 13F-HRTimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 1 | $49 | <0.01% | 0 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |