Invesco S&P 500 Value with Momentum ETF (SPVM) Institutional Ownership $63.20 -0.24 (-0.38%) Closing price 08/14/2025 04:10 PM EasternExtended Trading$63.20 +0.00 (+0.01%) As of 08/14/2025 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Value with Momentum ETF (NYSEARCA:SPVM)Number ofInstitutional Buyers(last 12 months)10TotalInstitutional Inflows(last 12 months)$21.01MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$401.96K Get SPVM Insider Trade Alerts Want to know when executives and insiders are buying or selling Invesco S&P 500 Value with Momentum ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SPVM Institutional Buying and Selling by Quarter Invesco S&P 500 Value with Momentum ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/14/2025Raymond James Financial Inc.23,030$1.38M0.0%+14.9%2.214% 8/11/2025 Beta Wealth Group Inc.177,779$10.63M3.9%+26.1%17.094% 8/4/2025 IFG Advisory LLC13,186$788K0.0%+1.4%1.268% 7/29/2025 Private Trust Co. NA4,620$276K0.0%+92.5%0.440% 7/18/2025 Cooper Financial Group47,500$2.84M0.3%-1.0%4.524% 5/16/2025 Jones Financial Companies Lllp32,272$1.85M0.0%+4,220.2%3.508% 5/12/2025 Cooper Financial Group47,960$2.75M0.4%-3.0%5.213% 5/9/2025 Beta Wealth Group Inc.140,956$8.09M2.9%N/A15.838% 5/7/2025 LPL Financial LLC81,582$4.68M0.0%+11.0%9.167% 4/30/2025Abound Financial LLC550$32K0.0%N/A0.062% Get the Latest News and Ratings for SPVM and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Invesco S&P 500 Value with Momentum ETF and its competitors with MarketBeat's FREE daily newsletter. 4/28/2025 Capstone Wealth Management Group LLC76,790$4.41M3.2%N/A7.455% 4/28/2025 Private Trust Co. NA2,400$138K0.0%N/A0.270% 2/17/2025Bank of America Corp DE36,186$2.08M0.0%+12.3%4.761% 2/13/2025NewEdge Advisors LLC4,942$284K0.0%-16.0%0.650% 2/13/2025Raymond James Financial Inc.26,948$1.55M0.0%N/A3.546% 2/12/2025 Accent Capital Management LLC1,000$58K0.0%N/A0.132% 2/11/2025 LPL Financial LLC73,515$4.23M0.0%+4.2%9.673% 2/10/2025 Commonwealth Equity Services LLC4,001$230K0.0%-8.8%0.526% 2/6/2025Raymond James Financial Inc.26,948$1.55M0.0%N/A3.546% 1/13/2025 Cooper Financial Group49,427$2.84M0.3%-7.0%6.504% 7/31/2024 Commonwealth Equity Services LLC6,001$325K0.0%-4.8%0.790% 7/16/2024 Cooper Financial Group53,820$2.92M0.4%-3.9%7.082% 4/11/2024 Cooper Financial Group56,023$3.16M0.5%-22.7%6.832% 1/16/2024Raymond James Financial Services Advisors Inc.13,708$695K0.0%+12.1%1.672% 1/16/2024 Cooper Financial Group72,505$3.68M0.7%+4.3%8.842% 11/14/2023Tower Research Capital LLC TRC6,335$301K0.0%-16.3%0.773% 10/30/2023 RFP Financial Group LLC950$45K0.0%-75.0%0.116% 10/24/2023Raymond James Financial Services Advisors Inc.12,224$580K0.0%+4.5%1.491% 10/23/2023 Commonwealth Equity Services LLC6,512$309K0.0%N/A0.794% 10/13/2023 Cooper Financial Group69,529$3.30M0.8%-4.7%8.479% 8/1/2023 RFP Financial Group LLC3,800$183K0.1%N/A0.463% 7/31/2023 LPL Financial LLC62,512$3.00M0.0%-6.3%7.623% 7/7/2023 Cooper Financial Group72,924$3.51M0.9%+37.2%8.287% 5/11/2023 Cooper Financial Group53,146$2.52M0.7%+17.5%5.840% 5/10/2023 LPL Financial LLC66,695$3.16M0.0%-33.1%7.329% 5/9/2023Tower Research Capital LLC TRC8,942$424K0.0%+29.3%0.983% 2/8/2023 Cambridge Investment Research Advisors Inc.17,415$859K0.0%+84.2%1.935% 2/7/2023 LPL Financial LLC99,745$4.92M0.0%+0.6%11.083% 1/24/2023 RFP Financial Group LLC3,800$187K0.1%N/A0.422% 1/13/2023 Cooper Financial Group45,234$2.23M0.7%+45.4%4.761% $100 Trillion “AI Metal” Found in American Ghost Town (Ad)Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.Click here to get the details on this virtual monopoly.(Data available from 1/1/2016 forward) SPVM Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SPVM shares? During the previous two years, 16 institutional investors and hedge funds held shares of Invesco S&P 500 Value with Momentum ETF. The most heavily invested institutionals were Beta Wealth Group Inc. ($10.63M), LPL Financial LLC ($4.68M), Capstone Wealth Management Group LLC ($4.41M), Cooper Financial Group ($2.84M), Bank of America Corp DE ($2.08M), Jones Financial Companies Lllp ($1.85M), and Raymond James Financial Inc. ($1.38M).Learn more on Invesco S&P 500 Value with Momentum ETF's institutional investors. Which institutional investors have been buying Invesco S&P 500 Value with Momentum ETF's stock? Of the 13 institutional investors that purchased Invesco S&P 500 Value with Momentum ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beta Wealth Group Inc. ($177.78K), Capstone Wealth Management Group LLC ($76.79K), Raymond James Financial Inc. ($56.88K), Jones Financial Companies Lllp ($31.53K), LPL Financial LLC ($11.00K), Commonwealth Equity Services LLC ($6.51K), and Private Trust Co. NA ($4.62K). How much institutional buying is happening at Invesco S&P 500 Value with Momentum ETF? Institutional investors have bought a total of 364,288 shares in the last 24 months. This purchase volume represents approximately $21.01M in transactions. Which of Invesco S&P 500 Value with Momentum ETF's major shareholders have been selling company stock? The following institutional investors have sold Invesco S&P 500 Value with Momentum ETF stock in the last 24 months: Cooper Financial Group ($5.65K), NewEdge Advisors LLC ($939.00), and Commonwealth Equity Services LLC ($384.00). How much institutional selling is happening at Invesco S&P 500 Value with Momentum ETF? Institutional investors have sold a total of 6,974 shares in the last 24 months. This volume of shares sold represents approximately $401.96K in transactions. 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