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SPVM INVESCO EXCHANGE TRADED FD T

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S&P 500 VLU MOMN (fund)

23 managers (23 13F filers) reported a position in SPVM shares at 2025-03-31, 473,091 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
23
13F filers
23
New
5
Added
4
Reduced
8
Sold out
1
Shares held by filers
473,091

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Beta Wealth Group, Inc.140,956$8.09M2.9%new13F-HRTimeline
LPL Financial LLC81,582$4.68M<0.01%+8,06713F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC76,790$4.41M2.51%new13F-HRTimeline
Cooper Financial Group47,960$2.75M0.36%-1,46713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/35,746$2.05M<0.01%-44013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY31,550$1.81M<0.01%+2,59813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC20,050$1.15M<0.01%-6,89813F-HRTimelineGroup
IFG Advisory, LLC12,998$746K0.04%013F-HRTimeline
NewEdge Advisors, LLC4,873$280K<0.01%-6913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,695$269K<0.01%-2,72013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,996$229K<0.01%-513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,531$145K<0.01%-1,32113F-HRTimelineGroup
PRIVATE TRUST CO NA2,400$138K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,382$137K<0.01%+68213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,775$101K<0.01%+1,02813F-HR/ATimelineGroup
Accent Capital Management, LLC1,000$57.4K0.03%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA701$40K<0.01%-26813F-HR/ATimelineGroup
ABOUND FINANCIAL, LLC550$31.5K0.02%new13F-HRTimeline
Clearstead Advisors, LLC400$22.9K<0.01%013F-HRTimeline
Key Financial Inc143$8.2K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.12$688<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$70<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.