Invesco S&P 500 Value with Momentum ETF (SPVM) Institutional Ownership $57.43 -0.21 (-0.36%) As of 05/22/2025 04:10 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 CompanyDetails5/16/2025 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% 4/30/2025 Abound Financial LLC550$32K0.0%N/A0.062% 4/28/2025 Capstone Wealth Management Group LLC76,790$4.41M3.5%N/A8.347% 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% 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. 2/12/2025 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, 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 SPVM's institutional investors. Which institutional investors have been buying Invesco S&P 500 Value with Momentum ETF stock? Of the 13 institutional investors that purchased Invesco S&P 500 Value with Momentum ETF 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 357,150 shares in the last 24 months. This purchase volume represents approximately $20.18M in transactions. Which Invesco S&P 500 Value with Momentum ETF 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 ($27.27K), LPL Financial LLC ($4.18K), RFP Financial Group LLC ($2.85K), Tower Research Capital LLC TRC ($1.23K), 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 37,163 shares in the last 24 months. This volume of shares sold represents approximately $2.00M in transactions. Related Companies CPSD Institutional Ownership MFSV Institutional Ownership FLJJ Institutional Ownership BSTP Institutional Ownership QDVO Institutional Ownership JUNW Institutional Ownership DXD Institutional Ownership PSET Institutional Ownership DABS Institutional Ownership HQGO Institutional Ownership This page (NYSEARCA:SPVM) was last updated on 5/23/2025 by MarketBeat.com Staff From Our PartnersMarket 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 | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...Altimetry | SponsoredBuffett’s favorite chart just hit 209% – here’s what that means for goldA Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the ...Golden Portfolio | SponsoredEveryone’s watching Nvidia right now. Here’s why I’m excited.So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...Timothy Sykes | SponsoredIs President Trump Lying To You With This?President Trump’s economic transition isn’t without hardship. But what if there were a smart, tax-free way to ...Colonial Metals | SponsoredTrump’s Bitcoin Reserve is No Accident…Bitcoin's supply is being drained at unprecedented rates, but while most investors focus solely on Bitcoin, th...Crypto 101 Media | SponsoredSilver Is the New Oil—And the World’s Running DryElon's Next Market Move Could Send Silver Soaring Every industry Elon Musk touches explodes—from Tesla to S...Priority Gold | SponsoredJuly 2025 Rule Change to Impact Retirement InvestorsThere's a massive change from a new rule going into effect this July. And it's one the Big Banks are alread...Premier Gold Co | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Invesco S&P 500 Value with Momentum ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Invesco S&P 500 Value with Momentum ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.