Skip to content

SPVM INVESCO EXCHANGE TRADED FD T

Follow

S&P 500 VLU MOMN (fund)

22 managers (22 13F filers) reported a position in SPVM shares at 2025-09-30, 588,017 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
22
13F filers
22
New
4
Added
7
Reduced
5
Sold out
2
Shares held by filers
588,017

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
Beta Wealth Group, Inc.177,959$11.7M4.62%+18013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC152,218$10M4.24%new13F-HRTimeline
LPL Financial LLC115,905$7.62M<0.01%+6,18013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/37,162$2.44M<0.01%+55213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY21,154$1.39M<0.01%-9,34913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,571$1.29M<0.01%-3,45913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC18,374$1.21M<0.01%+14,92013F-HRTimelineGroup
IFG Advisory, LLC12,536$824K0.04%-65013F-HRTimeline
Cooper Financial Group9,613$632K0.07%-37,88713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,344$350K<0.01%+2,03413F-HRTimelineGroup
NewEdge Advisors, LLC4,873$320K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA4,620$304K0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,580$301K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,573$102K<0.01%+39013F-HRTimelineGroup
Accent Capital Management, LLC1,000$65.8K0.03%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA707$46K<0.01%+313F-HRTimelineGroup
Clearstead Advisors, LLC400$26.3K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…172$11.3K<0.01%-1,75113F-HRTimelineGroup
Key Financial Inc143$9.35K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC100$6.58K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.12$789<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$65<0.01%013F-HRTimelineGroup