SPVM INVESCO EXCHANGE TRADED FD T
FollowS&P 500 VLU MOMN (fund)
21 managers (21 13F filers) reported a position in SPVM shares at 2025-06-30, 459,973 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.
- Managers
- 21
- 13F filers
- 21
- New
- 3
- Added
- 8
- Reduced
- 4
- Sold out
- 5
- Shares held by filers
- 459,973
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, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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 |
|---|---|---|---|---|---|
| Beta Wealth Group, Inc. | 177,779 | $10.6M | 3.89% | +36,823 | 13F-HRTimeline |
| LPL Financial LLC | 109,725 | $6.56M | <0.01% | +28,143 | 13F-HRTimeline |
| Cooper Financial Group | 47,500 | $2.84M | 0.33% | -460 | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 36,610 | $2.19M | <0.01% | +864 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 30,503 | $1.82M | <0.01% | -1,047 | 13F-HRTimelineGroup |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 23,030 | $1.38M | <0.01% | +2,980 | 13F-HRTimelineGroup |
| IFG Advisory, LLC | 13,186 | $788K | 0.04% | +188 | 13F-HRTimeline |
| NewEdge Advisors, LLC | 4,873 | $291K | <0.01% | 0 | 13F-HRTimeline |
| PRIVATE TRUST CO NA | 4,620 | $276K | 0.03% | +2,220 | 13F-HRTimeline |
| AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC | 3,454 | $206K | <0.01% | new | 13F-HRTimelineGroup |
| JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP | 3,310 | $196K | <0.01% | +1,535 | 13F-HRTimelineGroup |
| Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T… | 1,923 | $115K | <0.01% | -608 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,183 | $70.7K | <0.01% | -1,199 | 13F-HR/ATimelineGroup |
| Accent Capital Management, LLC | 1,000 | $59.8K | 0.03% | 0 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 704 | $42K | <0.01% | +3 | 13F-HR/ATimelineGroup |
| Clearstead Advisors, LLC | 400 | $23.9K | <0.01% | 0 | 13F-HRTimeline |
| Key Financial Inc | 143 | $8.55K | <0.01% | 0 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 28 | $1.67K | <0.01% | new | 13F-HRTimelineGroup |
| FMR LLCin group FMR LLC | 1 | $60 | <0.01% | new | 13F-HRTimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 1 | $58 | <0.01% | 0 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |