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Invesco S&P 500 Enhanced Value ETF (SPVU) Institutional Ownership

Invesco S&P 500 Enhanced Value ETF logo
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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Enhanced Value ETF (NYSEARCA:SPVU)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$15.59M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$13.96M
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SPVU Institutional Buying and Selling by Quarter

Invesco S&P 500 Enhanced Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 MassMutual Private Wealth & Trust FSB18,453$1.13M0.0%-1.6%0.850%
5/19/2026Bank of America Corp DE254,177$15.11M0.0%+38.4%11.713%
5/13/2026Cetera Investment Advisers5,484$326K0.0%+6.9%0.253%
5/7/2026Koss Olinger Consulting LLC20,128$1.20M0.1%-18.4%0.928%
5/5/2026Sanctuary Advisors LLC5,514$328K0.0%+9.6%0.254%
4/29/2026Lmcg Investments LLC37,406$2.22M0.1%+12.9%1.724%
4/21/2026Sequent Planning LLC10,585$629K0.2%-14.5%0.488%
4/21/2026Delta Wealth Advisors LLC8,111$482K0.4%-91.0%0.374%
4/21/2026Armbruster Capital Management Inc.157,428$9.36M1.5%-5.8%7.255%
2/19/2026Invesco Ltd.159,168$9.09M0.0%-3.4%7.335%
2/17/2026Cetera Investment Advisers5,129$293K0.0%+4.5%0.236%
2/17/2026Osaic Holdings Inc.7,595$434K0.0%-10.5%0.350%
2/13/2026Summit Financial LLC4,030$230K0.0%N/A0.186%
2/11/2026LPL Financial LLC214,768$12.26M0.0%-16.0%9.897%
2/10/2026Koss Olinger Consulting LLC24,674$1.41M0.1%-6.5%1.137%
2/9/2026Harbour Investments Inc.5,235$299K0.0%+216.3%0.241%
2/6/2026Global Retirement Partners LLC5,517$315K0.0%+8.2%0.254%
2/6/2026Creative Financial Designs Inc. ADV11,825$675K0.0%+25.1%0.545%
2/5/2026Sequent Planning LLC12,383$707K0.2%+225.4%0.571%
2/5/2026WealthPlan Investment Management LLC4,838$276K0.0%N/A0.223%
2/3/2026Lmcg Investments LLC33,138$1.89M0.1%+5.6%1.527%
1/29/2026Sanctuary Advisors LLC5,032$287K0.0%+20.5%0.232%
1/28/2026Delta Wealth Advisors LLC89,844$5.13M4.3%-6.1%4.140%
1/23/2026Farther Finance Advisors LLC10,949$625K0.0%-7.4%0.539%
1/23/2026Sage Mountain Advisors LLC1,790$102K0.0%N/A0.088%
1/23/2026Armbruster Capital Management Inc.167,123$9.54M1.6%-1.1%8.233%
1/22/2026Paragon Capital Management Ltd11,785$673K0.1%-12.0%0.581%
1/21/2026Capital Investment Advisory Services LLC2,898$165K0.0%-13.3%0.143%
1/7/2026 MassMutual Private Wealth & Trust FSB15,249$871K0.0%+7.5%0.759%
11/18/2025Advisory Services Network LLC1,575$86K0.0%N/A0.080%
11/17/2025Bank of America Corp DE171,727$9.42M0.0%-29.5%8.673%
11/13/2025Invesco Ltd.164,696$9.04M0.0%+3.6%8.318%
11/13/2025UBS Group AG13,540$743K0.0%-7.9%0.684%
11/13/2025Sequent Planning LLC3,806$209K0.1%N/A0.192%
11/12/2025Creative Financial Designs Inc. ADV9,449$518K0.0%+8.2%0.477%
11/5/2025Envestnet Asset Management Inc.12,760$700K0.0%+2.2%0.644%
11/3/2025Truist Financial Corp8,122$446K0.0%-6.9%0.410%
10/29/2025Lmcg Investments LLC31,386$1.72M0.1%+7.8%1.585%
10/22/2025 MassMutual Private Wealth & Trust FSB14,187$778K0.0%+5.3%0.717%
10/21/2025Delta Wealth Advisors LLC95,714$5.25M4.1%+2.0%4.859%
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10/20/2025Koss Olinger Consulting LLC26,386$1.37M0.1%+1.4%1.339%
10/20/2025Armbruster Capital Management Inc.169,003$9.27M1.6%-0.7%8.579%
10/15/2025Paragon Capital Management Ltd13,386$734K0.1%-6.2%0.679%
10/14/2025Farther Finance Advisors LLC11,828$649K0.0%-13.2%0.600%
9/4/2025Osaic Holdings Inc.4,993$260K0.0%+54.2%0.244%
8/15/2025Bank of America Corp DE243,506$12.67M0.0%+18.7%11.878%
8/15/2025Ameriprise Financial Inc.16,160$841K0.0%+5.3%0.788%
8/14/2025Jane Street Group LLC5,715$297K0.0%+29.1%0.279%
8/14/2025Raymond James Financial Inc.2,000$104K0.0%N/A0.098%
8/13/2025Invesco Ltd.158,980$8.27M0.0%+63.3%7.755%
8/12/2025Global Retirement Partners LLC5,120$266K0.0%N/A0.250%
8/8/2025Cetera Investment Advisers4,903$255K0.0%+24.8%0.238%
8/5/2025Arrowroot Family Office LLC15,481$805K0.4%N/A0.752%
8/4/2025Creative Financial Designs Inc. ADV8,735$454K0.0%+18.3%0.424%
8/1/2025Koss Olinger Consulting LLC26,017$1.35M0.1%-11.4%1.263%
8/1/2025Envestnet Asset Management Inc.12,490$650K0.0%-1.7%0.606%
7/24/2025Lmcg Investments LLC29,113$1.52M0.1%+13.0%1.413%
7/23/2025Armbruster Capital Management Inc.170,203$8.86M1.6%+3.4%8.262%
7/16/2025Paragon Capital Management Ltd14,270$742K0.1%N/A0.686%
7/11/2025Farther Finance Advisors LLC13,629$709K0.0%+670.4%0.655%
7/10/2025Focus Financial Network Inc.20,412$1.06M0.0%-28.0%0.981%
7/9/2025 MassMutual Private Wealth & Trust FSB13,472$701K0.0%+5.4%0.648%
5/19/2025Jane Street Group LLC4,427$229K0.0%-47.5%0.217%
5/12/2025Koss Olinger Consulting LLC29,379$1.52M0.1%-5.4%1.440%
5/8/2025Harbour Investments Inc.1,605$83K0.0%+1,063.0%0.081%
5/7/2025LPL Financial LLC215,300$11.13M0.0%+0.3%10.819%
5/1/2025LRI Investments LLC766$40K0.0%N/A0.038%
4/29/2025Envestnet Asset Management Inc.12,701$657K0.0%-3.6%0.638%
4/25/2025Avidian Wealth Enterprises LLC8,776$454K0.0%+7.2%0.441%
4/23/2025Creative Financial Designs Inc. ADV7,386$382K0.0%+12.1%0.371%
4/22/2025Cambridge Investment Research Advisors Inc.69,904$3.62M0.0%+19.9%3.513%
4/17/2025Sowell Financial Services LLC4,409$228K0.0%N/A0.222%
4/16/2025Armbruster Capital Management Inc.164,643$8.52M1.7%-1.5%8.665%
4/15/2025Focus Financial Network Inc.28,361$1.47M0.1%N/A1.493%
4/10/2025Lmcg Investments LLC25,769$1.33M0.1%+46.7%1.356%
4/1/2025MassMutual Private Wealth & Trust FSB12,781$661K0.0%+91.1%0.673%
2/18/2025Sunbelt Securities Inc.653$32K0.0%-37.8%0.027%
2/17/2025Cetera Investment Advisers4,093$201K0.0%N/A0.167%
2/17/2025Bank of America Corp DE157,198$7.74M0.0%-9.2%6.416%
2/14/2025Jane Street Group LLC8,429$415K0.0%N/A0.344%
2/13/2025Envestnet Asset Management Inc.13,181$649K0.0%-4.7%0.538%
2/11/2025LPL Financial LLC214,604$10.56M0.0%+14.0%8.759%
2/11/2025Koss Olinger Consulting LLC31,072$1.53M0.1%-2.5%1.268%
2/6/2025Synergy Investment Management LLC1,502$74K0.0%N/A0.061%
1/31/2025Truist Financial Corp9,685$477K0.0%-2.3%0.395%
1/31/2025Sanctuary Advisors LLC6,585$340K0.0%+6.8%0.269%
1/29/2025Avidian Wealth Enterprises LLC8,186$403K0.0%-3.5%0.334%
1/24/2025Clear Creek Financial Management LLC185,525$9.13M1.0%+7.5%7.572%
1/23/2025Capital Investment Advisory Services LLC3,320$163K0.0%-6.8%0.136%
1/22/2025Armbruster Capital Management Inc.167,103$8.22M1.7%-0.5%6.821%
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1/16/2025Lmcg Investments LLC17,566$864K0.1%+54.8%0.717%
1/16/2025MassMutual Private Wealth & Trust FSB6,689$329K0.0%+800.3%0.273%
11/25/2024Sanctuary Advisors LLC6,164$331K0.0%N/A0.252%
11/15/2024MML Investors Services LLC5,150$256K0.0%N/A0.210%
11/15/2024Arrowroot Family Office LLC15,883$791K0.5%-3.7%0.648%
10/30/2024Avidian Wealth Enterprises LLC8,482$422K0.0%-19.3%0.346%
10/29/2024Clear Creek Financial Management LLC172,516$8.59M1.0%+0.6%7.041%
10/29/2024Lmcg Investments LLC11,351$565K0.0%+7.0%0.463%
10/29/2024Farther Finance Advisors LLC1,749$87K0.0%N/A0.071%
10/28/2024Creative Financial Designs Inc. ADV6,401$319K0.0%-67.1%0.261%


SPVU Institutional Ownership - Frequently Asked Questions

During the previous two years, 40 institutional investors and hedge funds held shares of Invesco S&P 500 Enhanced Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($15.11M), LPL Financial LLC ($12.26M), Armbruster Capital Management Inc. ($9.36M), Clear Creek Financial Management LLC ($9.13M), Invesco Ltd. ($9.09M), Cambridge Investment Research Advisors Inc. ($3.62M), and Lmcg Investments LLC ($2.22M).Learn more on Invesco S&P 500 Enhanced Value ETF's institutional investors.

Of the 37 institutional investors that purchased Invesco S&P 500 Enhanced Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($108.91K), Invesco Ltd. ($67.33K), Koss Olinger Consulting LLC ($33.70K), Lmcg Investments LLC ($29.04K), Focus Financial Network Inc. ($28.36K), LPL Financial LLC ($27.03K), and Clear Creek Financial Management LLC ($20.88K).

Institutional investors have bought a total of 286,912 shares in the last 24 months. This purchase volume represents approximately $15.59M in transactions.

Of the 16 institutional investors that sold Invesco S&P 500 Enhanced Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Delta Wealth Advisors LLC ($87.60K), Bank of America Corp DE ($71.78K), LPL Financial LLC ($40.87K), Armbruster Capital Management Inc. ($12.78K), Koss Olinger Consulting LLC ($9.62K), Focus Financial Network Inc. ($7.95K), and Invesco Ltd. ($5.53K).

Institutional investors have sold a total of 246,715 shares in the last 24 months. This volume of shares sold represents approximately $13.96M in transactions.


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This page (NYSEARCA:SPVU) was last updated on 7/5/2026 by MarketBeat.com Staff.
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