Who Owns Invesco S&P 500 Value with Momentum ETF (SPVM)?Hedge Fund & Institutional Holders
Institutional Holders
31
as of Q4 2025
Total Institutional Value
$1.600011840106959e+51T
% of Float Held
—
QoQ Change in Holders
+10 / -2
Price History
SPVM — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| PRIVATE TRUST CO NA | New Position | +5K | +$313K |
| Sound Income Strategies, LLC | New Position | +209 | +$14K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | New Position | +150 | +$10K |
| Key FInancial Inc | New Position | +59 | +$3K |
| IFP Advisors, Inc | New Position | +62 | +$0 |
| Larson Financial Group LLC | New Position | +548 | +$0 |
| Kestra Advisory Services, LLC | New Position | +1K | +$0 |
| SageView Advisory Group, LLC | New Position | +634 | +$0 |
| JONES FINANCIAL COMPANIES LLLP | New Position | +9K | +$0 |
| MERCER GLOBAL ADVISORS INC /ADV | New Position | +3K | +$0 |
| ROYAL BANK OF CANADA | Increased | +83 | +$-46.0M |
| OSAIC HOLDINGS, INC. | Increased | +2 | +$-101.9M |
| AMERIPRISE FINANCIAL INC | Increased | +868 | +$-1.2B |
| RAYMOND JAMES FINANCIAL INC | Increased | +234K | +$-1.3B |
| MORGAN STANLEY | Increased | +1K | +$-1.4B |
SPVM — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Beta Wealth Group, Inc. | Decreased | -3K | -$11.7B |
| Cooper Financial Group | Decreased | -1K | -$631.5M |
| NewEdge Advisors, LLC | Decreased | -306 | -$320.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Decreased | -1K | -$301.1M |
| Tower Research Capital LLC (TRC) | Closed Position | -172 | -$11.3M |
| CITIGROUP INC | Closed Position | -100 | -$6.6M |
Top Institutional Holders(Q4 2025)
SPVM Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 27 | $52.4M | +8 |
| Q3 2025 | 19 | $38.0B | +0 |
| Q2 2025 | 19 | $25.6B | -3 |
| Q1 2025 | 22 | $28.4B | +2 |
| Q4 2024 | 20 | $18.6B | +2 |
| Q3 2024 | 18 | $9.7T | +1 |
| Q2 2024 | 17 | $8.1T | -3 |
| Q1 2024 | 20 | $10.3T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 31 institutional investors hold SPVM (Invesco S&P 500 Value with Momentum ETF). The largest holder is RAYMOND JAMES FINANCIAL INC with $16.0M in shares. This quarter, 10 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own SPVM?
As of Q4 2025, 31 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 RAYMOND JAMES FINANCIAL INC with $16.0M in shares.
Is institutional ownership of SPVM increasing or decreasing?
This quarter, 10 institutions opened new positions in SPVM and 2 closed their positions.