Invesco S&P 500 Value with Momentum ETF (SPVM) Institutional Ownership $72.23 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Value with Momentum ETF (NYSEARCA:SPVM)Number ofInstitutional Buyers(last 12 months)15TotalInstitutional Inflows(last 12 months)$22.92MNumber ofInstitutional Sellers(last 12 months)9TotalInstitutional Outflows(last 12 months)$3.78M 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 ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026 Bank of America Corp DE32,086$2.21M0.0%-13.9%1.945% 5/18/2026 Royal Bank of Canada613$42K0.0%-22.4%0.037% 5/7/2026 Beta Wealth Group Inc.172,124$11.86M4.9%-1.5%10.432% 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% 2/18/2026 Mercer Global Advisors Inc. ADV3,100$210K0.0%N/A0.199% 2/18/2026 NewEdge Advisors LLC4,567$310K0.0%-6.3%0.293% 2/17/2026 Abound Financial LLC559$38K0.0%N/A0.036% 2/16/2026 Beta Wealth Group Inc.174,674$11.84M4.7%-1.8%11.197% 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. 2/13/2026 Kestra Advisory Services LLC1,103$75K0.0%N/A0.071% 2/11/2026 LPL Financial LLC139,258$9.44M0.0%+20.1%8.927% 2/6/2026 Larson Financial Group LLC548$37K0.0%N/A0.035% 1/8/2026 Cooper Financial Group8,171$554K0.1%-15.0%0.556% 11/17/2025 Susquehanna International Group LLP4,580$301K0.0%N/A0.420% 11/17/2025 Bank of America Corp DE37,162$2.44M0.0%+1.5%3.409% 11/17/2025 Ameriprise Financial Inc.18,374$1.21M0.0%+432.0%1.686% 11/14/2025 Raymond James Financial Inc.19,571$1.29M0.0%-15.0%1.796% 11/12/2025 IFG Advisory LLC12,536$824K0.0%-4.9%1.150% 11/12/2025 Capstone Wealth Management Group LLC152,218$10.01M6.1%N/A10.355% 11/7/2025 Beta Wealth Group Inc.177,959$11.70M4.6%+0.1%16.327% 11/4/2025 Jones Financial Companies Lllp5,344$350K0.0%+61.5%0.490% 10/7/2025 Cooper Financial Group9,613$632K0.1%-79.8%0.907% 9/4/2025 Osaic Holdings Inc.1,183$71K0.0%-50.3%0.114% 8/15/2025 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% 5/16/2025Jones 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% Nobody Understands Why Trump Is Invading Iran (here’s the answer) (Ad)Most investors are reacting to the Iran strikes without understanding the underlying motive driving the decision. Addison Wiggin, Founder of Grey Swan Investment Fraternity, says there is a hidden reason behind the bombing - and knowing it could change how you position your money right now.Discover the real reason behind the Iran strikes before markets react2/13/2025NewEdge 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, 22 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. ($11.86M), Capstone Wealth Management Group LLC ($11M), LPL Financial LLC ($9.44M), Tactive Advisors LLC ($6.22M), Bank of America Corp DE ($2.21M), 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 347,379 shares in the last 24 months. This purchase volume represents approximately $22.92M in transactions. Which of Invesco S&P 500 Value with Momentum ETF's major shareholders have been selling company stock? Of the 9 institutional investors that sold Invesco S&P 500 Value with Momentum ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cooper Financial Group ($39.79K), Beta Wealth Group Inc. ($5.84K), Bank of America Corp DE ($5.19K), Raymond James Financial Inc. ($3.46K), Osaic Holdings Inc. ($1.20K), IFG Advisory LLC ($650.00), and Tower Research Capital LLC TRC ($608.00). How much institutional selling is happening at Invesco S&P 500 Value with Momentum ETF? Institutional investors have sold a total of 57,213 shares in the last 24 months. This volume of shares sold represents approximately $3.78M in transactions. Related Companies BKCG Institutional Ownership FLCC Institutional Ownership DECT Institutional Ownership SSPY Institutional Ownership DOG Institutional Ownership DWUS Institutional Ownership PGRO Institutional Ownership SPYC Institutional Ownership AGRW Institutional Ownership PSTP Institutional Ownership This page (NYSEARCA:SPVM) was last updated on 5/25/2026 by MarketBeat.com Staff. 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