Invesco S&P 500 Value with Momentum ETF (SPVM) Institutional Ownership $64.47 +0.32 (+0.50%) As of 11:49 AM Eastern This is a fair market value 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)11TotalInstitutional Inflows(last 12 months)$21.27MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$438.31K 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. 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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 CompanyDetails8/15/2025 Tower Research Capital LLC TRC 1,923$115K0.0%-24.0%0.185% 8/15/2025 Bank of America Corp DE36,610$2.19M0.0%+2.4%3.520% 8/15/2025 Ameriprise Financial Inc.3,454$206K0.0%N/A0.332% 8/14/2025 Raymond 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% 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. 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% 4/30/2025 Abound Financial LLC550$32K0.0%N/A0.062% 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% 2/17/2025 Bank of America Corp DE36,186$2.08M0.0%+12.3%4.761% 2/13/2025 NewEdge Advisors LLC4,942$284K0.0%-16.0%0.650% 2/13/2025 Raymond 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% 2/6/2025 Raymond 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% 11/14/2023 Tower 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% 5/9/2023 Tower 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% (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, 17 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 ($2.19M), 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 14 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 Bank of America Corp DE ($4.82K). How much institutional buying is happening at Invesco S&P 500 Value with Momentum ETF? Institutional investors have bought a total of 368,606 shares in the last 24 months. This purchase volume represents approximately $21.27M 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), Tower Research Capital LLC TRC ($608.00), 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 7,582 shares in the last 24 months. This volume of shares sold represents approximately $438.31K in transactions. Related Companies JUNW Institutional Ownership SEPW Institutional Ownership JANU Institutional Ownership SIXF Institutional Ownership CPSM Institutional Ownership OCTT Institutional Ownership SPXE Institutional Ownership QARP Institutional Ownership DABS Institutional Ownership BKEM Institutional Ownership This page (NYSEARCA:SPVM) was last updated on 9/4/2025 by MarketBeat.com Staff From Our PartnersWhat's the Best Way to Lower RMD Taxes?Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain r...SmartAsset | SponsoredMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredWhat Steve Bannon revealed about Trump’s gold playA Trump advisor just said 3 words that could reset the dollar. 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