Who Owns SPVM?
Invesco S&P 500 Value with Momentum ETF — Institutional Ownership & 13F Holdings
$71.06
+0.21 (+0.30%)
Market Cap
$75.4M
Shares Outstanding
1,075,868
Institutional Holders
22
Total Inst. Value
$24.0M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
5
Closed Positions
2
Increased
4
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Beta Wealth Group, Inc.New | $8.1M | 140,956 |
| 2 | CAPSTONE WEALTH MANAGEMENT GROUP, LLCNew | $4.4M | 76,790 |
| 3 | Cooper Financial Group | $2.8M | 47,960 |
| 4 | BANK OF AMERICA CORP /DE/ | $2.0M | 35,746 |
| 5 | MORGAN STANLEY | $1.8M | 31,550 |
| 6 | JONES FINANCIAL COMPANIES LLLP | $1.6M | 32,272 |
| 7 | RAYMOND JAMES FINANCIAL INC | $1.2M | 20,050 |
| 8 | IFG Advisory, LLC | $746K | 12,998 |
| 9 | NewEdge Advisors, LLC | $280K | 4,873 |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $269K | 4,695 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Beta Wealth Group, Inc.New | +141K | $8.1M |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLCNew | +77K | $4.4M |
| MORGAN STANLEY | +3K | $1.8M |
| JONES FINANCIAL COMPANIES LLLP | +32K | $1.6M |
| PRIVATE TRUST CO NANew | +2K | $138K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -7K | $1.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -3K | $269K |
| Cooper Financial Group | -1K | $2.8M |
| Tower Research Capital LLC (TRC) | -1K | $145K |
| BANK OF AMERICA CORP /DE/ | -440 | $2.0M |
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Frequently Asked Questions
How many institutional investors hold SPVM?
As of Q1 2025, 22 institutional investors report holding SPVM (Invesco S&P 500 Value with Momentum ETF) in their 13F filings.
Which hedge fund owns the most SPVM?
The largest institutional holder of SPVM is Beta Wealth Group, Inc. with $8.1M in shares.
Are institutions buying or selling SPVM?
This quarter, 5 institutions opened new positions in SPVM and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.