Free Trial
→ The REAL Reason Trump is Invading Iran (From Banyan Hill Publishing) (Ad)tc pixel Free SPVM Stock Alerts

Invesco S&P 500 Value with Momentum ETF (SPVM) Institutional Ownership

$71.14 +0.37 (+0.52%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Value with Momentum ETF (NYSEARCA:SPVM)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$33.28M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$3.32M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2026 Capstone Wealth Management Group LLC159,658$11M4.6%+1.2%9.676%
4/16/2026 Tactive Advisors LLC90,263$6.22M1.8%N/A5.470%
4/16/2026 Capstone Wealth Management Group LLC157,786$10.70M6.6%+3.7%9.563%
2/18/2026Mercer Global Advisors Inc. ADV3,100$210K0.0%N/A0.199%
2/18/2026NewEdge Advisors LLC4,567$310K0.0%-6.3%0.293%
2/17/2026 Abound Financial LLC559$38K0.0%N/A0.036%
2/16/2026Beta Wealth Group Inc.174,674$11.84M4.7%-1.8%11.197%
2/13/2026 Kestra Advisory Services LLC1,103$75K0.0%N/A0.071%
2/11/2026LPL Financial LLC139,258$9.44M0.0%+20.1%8.927%
2/6/2026Larson Financial Group LLC548$37K0.0%N/A0.035%
1/8/2026 Cooper Financial Group8,171$554K0.1%-15.0%0.556%
11/17/2025Susquehanna International Group LLP4,580$301K0.0%N/A0.420%
11/17/2025Bank of America Corp DE37,162$2.44M0.0%+1.5%3.409%
11/17/2025Ameriprise Financial Inc.18,374$1.21M0.0%+432.0%1.686%
11/14/2025Raymond James Financial Inc.19,571$1.29M0.0%-15.0%1.796%
11/12/2025IFG Advisory LLC12,536$824K0.0%-4.9%1.150%
11/12/2025 Capstone Wealth Management Group LLC152,218$10.01M6.1%N/A10.355%
11/7/2025Beta Wealth Group Inc.177,959$11.70M4.6%+0.1%16.327%
11/4/2025Jones Financial Companies Lllp5,344$350K0.0%+61.5%0.490%
10/7/2025 Cooper Financial Group9,613$632K0.1%-79.8%0.907%
9/4/2025Osaic Holdings Inc.1,183$71K0.0%-50.3%0.114%
8/15/2025Tower Research Capital LLC TRC 1,923$115K0.0%-24.0%0.185%
8/15/2025Bank of America Corp DE36,610$2.19M0.0%+2.4%3.520%
8/15/2025Ameriprise Financial Inc.3,454$206K0.0%N/A0.332%
8/14/2025Raymond James Financial Inc.23,030$1.38M0.0%+14.9%2.214%
8/11/2025Beta Wealth Group Inc.177,779$10.63M3.9%+26.1%17.094%
8/4/2025IFG 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%
5/16/2025Jones 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$4.41M3.2%N/A7.455%
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%
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%


SPVM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPVM shares?

During the previous two years, 21 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. ($11.84M), Capstone Wealth Management Group LLC ($11M), LPL Financial LLC ($9.44M), Tactive Advisors LLC ($6.22M), Bank of America Corp DE ($2.44M), Raymond James Financial Inc. ($1.29M), and Ameriprise Financial Inc. ($1.21M).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 16 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: Capstone Wealth Management Group LLC ($236.45K), Beta Wealth Group Inc. ($177.96K), Tactive Advisors LLC ($90.26K), Raymond James Financial Inc. ($56.88K), LPL Financial LLC ($34.36K), Jones Financial Companies Lllp ($33.56K), and Ameriprise Financial Inc. ($18.37K).

How much institutional buying is happening at Invesco S&P 500 Value with Momentum ETF?

Institutional investors have bought a total of 527,927 shares in the last 24 months. This purchase volume represents approximately $33.28M 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 ($41.26K), Raymond James Financial Inc. ($3.46K), Beta Wealth Group Inc. ($3.29K), Osaic Holdings Inc. ($1.20K), IFG Advisory LLC ($650.00), Tower Research Capital LLC TRC ($608.00), and NewEdge Advisors LLC ($306.00).

How much institutional selling is happening at Invesco S&P 500 Value with Momentum ETF?

Institutional investors have sold a total of 50,763 shares in the last 24 months. This volume of shares sold represents approximately $3.32M in transactions.


Related Companies

This page (NYSEARCA:SPVM) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel