Invesco S&P 500 Value with Momentum ETF (SPVM) Institutional Ownership $61.14 +0.38 (+0.63%) As of 07/3/2025 05:00 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Value with Momentum ETF (NYSEARCA:SPVM)Number ofInstitutional Buyers(last 12 months)9TotalInstitutional Inflows(last 12 months)$18.49MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$510.19K 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 CompanyDetails5/16/2025Jones Financial Companies Lllp32,272$1.85M0.0%+4,220.2%3.508% 5/12/2025Cooper Financial Group47,960$2.75M0.4%-3.0%5.213% 5/9/2025Beta Wealth Group Inc.140,956$8.09M2.9%N/A15.838% 5/7/2025LPL Financial LLC81,582$4.68M0.0%+11.0%9.167% 4/30/2025Abound Financial LLC550$32K0.0%N/A0.062% 4/28/2025Capstone Wealth Management Group LLC76,790$4.41M3.5%N/A8.347% 4/28/2025Private 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% 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. 2/12/2025Accent Capital Management LLC1,000$58K0.0%N/A0.132% 2/11/2025LPL Financial LLC73,515$4.23M0.0%+4.2%9.673% 2/10/2025Commonwealth Equity Services LLC4,001$230K0.0%-8.8%0.526% 2/6/2025Raymond James Financial Inc.26,948$1.55M0.0%N/A3.546% 1/13/2025Cooper Financial Group49,427$2.84M0.3%-7.0%6.504% 7/31/2024Commonwealth Equity Services LLC6,001$325K0.0%-4.8%0.790% 7/16/2024Cooper Financial Group53,820$2.92M0.4%-3.9%7.082% 4/11/2024Cooper 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% 1/16/2024Cooper Financial Group72,505$3.68M0.7%+4.3%8.842% 11/14/2023Tower Research Capital LLC TRC6,335$301K0.0%-16.3%0.773% 10/30/2023RFP 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% 10/23/2023Commonwealth Equity Services LLC6,512$309K0.0%N/A0.794% 10/13/2023Cooper Financial Group69,529$3.30M0.8%-4.7%8.479% 8/1/2023RFP Financial Group LLC3,800$183K0.1%N/A0.463% 7/31/2023LPL Financial LLC62,512$3.00M0.0%-6.3%7.623% 7/7/2023Cooper Financial Group72,924$3.51M0.9%+37.2%8.287% 5/11/2023Cooper Financial Group53,146$2.52M0.7%+17.5%5.840% 5/10/2023LPL Financial LLC66,695$3.16M0.0%-33.1%7.329% 5/9/2023Tower Research Capital LLC TRC8,942$424K0.0%+29.3%0.983% 2/8/2023Cambridge Investment Research Advisors Inc.17,415$859K0.0%+84.2%1.935% 2/7/2023LPL Financial LLC99,745$4.92M0.0%+0.6%11.083% 1/24/2023RFP Financial Group LLC3,800$187K0.1%N/A0.422% 1/13/2023Cooper 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, 15 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. ($8.09M), LPL Financial LLC ($4.68M), Capstone Wealth Management Group LLC ($4.41M), Cooper Financial Group ($2.75M), Bank of America Corp DE ($2.08M), Jones Financial Companies Lllp ($1.85M), and Raymond James Financial Inc. ($1.55M).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. ($140.96K), Capstone Wealth Management Group LLC ($76.79K), Raymond James Financial Inc. ($53.90K), Jones Financial Companies Lllp ($31.53K), Cooper Financial Group ($22.75K), LPL Financial LLC ($11.00K), and Commonwealth Equity Services LLC ($6.51K). How much institutional buying is happening at Invesco S&P 500 Value with Momentum ETF? Institutional investors have bought a total of 322,077 shares in the last 24 months. This purchase volume represents approximately $18.49M 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 ($7.39K), NewEdge Advisors LLC ($939.00), and Commonwealth Equity Services LLC ($686.00). How much institutional selling is happening at Invesco S&P 500 Value with Momentum ETF? Institutional investors have sold a total of 9,019 shares in the last 24 months. This volume of shares sold represents approximately $510.19K in transactions. Related Companies KARS Institutional Ownership SPXN Institutional Ownership JANU Institutional Ownership SIXP Institutional Ownership MFSV Institutional Ownership CPSM Institutional Ownership SPXE Institutional Ownership BSTP Institutional Ownership JGRW Institutional Ownership JUNW Institutional Ownership This page (NYSEARCA:SPVM) was last updated on 7/5/2025 by MarketBeat.com Staff From Our PartnersPresidential Bombshell: $150T Resource to Be Released as soon as this Summer?Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...Paradigm Press | SponsoredTrump’s New Order Could Boost Social Security Benefits by 400%If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...InvestorPlace | SponsoredElon’s NEXT Big IPO?Cancel your internet TODAY!? 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