Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free SPVU Stock Alerts

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

Invesco S&P 500 Enhanced Value ETF logo
$66.92 +0.42 (+0.63%)
As of 06/4/2026
Compare

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

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$9.16M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$13.53M
Get SPVU Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P 500 Enhanced Value 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

SPVU Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Professional Financial Advisors LLC5,461$335K0.1%-30.9%0.252%
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%
5/13/2026 Cetera Investment Advisers5,484$326K0.0%+6.9%0.253%
5/7/2026 Koss Olinger Consulting LLC20,128$1.20M0.1%-18.4%0.928%
5/5/2026Sanctuary Advisors LLC5,514$328K0.0%+9.6%0.254%
4/29/2026 Lmcg Investments LLC37,406$2.22M0.1%+12.9%1.724%
4/21/2026Sequent Planning LLC10,585$629K0.2%-14.5%0.488%
4/21/2026 Delta Wealth Advisors LLC8,111$482K0.4%-91.0%0.374%
4/21/2026 Armbruster 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%
2/17/2026 Cetera Investment Advisers5,129$293K0.0%+4.5%0.236%
2/17/2026Osaic Holdings Inc.7,595$434K0.0%-10.5%0.350%
2/13/2026 Summit Financial LLC4,030$230K0.0%N/A0.186%
2/11/2026 LPL Financial LLC214,768$12.26M0.0%-16.0%9.897%
2/10/2026 Koss Olinger Consulting LLC24,674$1.41M0.1%-6.5%1.137%
2/9/2026 Harbour Investments Inc.5,235$299K0.0%+216.3%0.241%
2/6/2026 Global Retirement Partners LLC5,517$315K0.0%+8.2%0.254%
2/6/2026 Creative Financial Designs Inc. ADV11,825$675K0.0%+25.1%0.545%
2/5/2026Sequent Planning LLC12,383$707K0.2%+225.4%0.571%
2/5/2026 WealthPlan Investment Management LLC4,838$276K0.0%N/A0.223%
2/3/2026 Lmcg Investments LLC33,138$1.89M0.1%+5.6%1.527%
1/29/2026Sanctuary Advisors LLC5,032$287K0.0%+20.5%0.232%
1/28/2026 Delta Wealth Advisors LLC89,844$5.13M4.3%-6.1%4.140%
1/23/2026 Farther Finance Advisors LLC10,949$625K0.0%-7.4%0.539%
1/23/2026 Sage Mountain Advisors LLC1,790$102K0.0%N/A0.088%
1/23/2026 Armbruster Capital Management Inc.167,123$9.54M1.6%-1.1%8.233%
1/22/2026 Paragon Capital Management Ltd11,785$673K0.1%-12.0%0.581%
1/21/2026 Capital 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%
11/18/2025 Advisory 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%
11/12/2025 Creative Financial Designs Inc. ADV9,449$518K0.0%+8.2%0.477%
11/5/2025 Envestnet Asset Management Inc.12,760$700K0.0%+2.2%0.644%
11/3/2025 Truist Financial Corp8,122$446K0.0%-6.9%0.410%
10/29/2025 Lmcg 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%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
10/21/2025 Delta Wealth Advisors LLC95,714$5.25M4.1%+2.0%4.859%
10/20/2025 Koss Olinger Consulting LLC26,386$1.37M0.1%+1.4%1.339%
10/20/2025 Armbruster Capital Management Inc.169,003$9.27M1.6%-0.7%8.579%
10/15/2025 Paragon Capital Management Ltd13,386$734K0.1%-6.2%0.679%
10/14/2025 Farther 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%
8/12/2025 Global Retirement Partners LLC5,120$266K0.0%N/A0.250%
8/8/2025 Cetera Investment Advisers4,903$255K0.0%+24.8%0.238%
8/5/2025 Arrowroot Family Office LLC15,481$805K0.4%N/A0.752%
8/4/2025 Creative Financial Designs Inc. ADV8,735$454K0.0%+18.3%0.424%
8/1/2025 Koss Olinger Consulting LLC26,017$1.35M0.1%-11.4%1.263%
8/1/2025 Envestnet Asset Management Inc.12,490$650K0.0%-1.7%0.606%
7/24/2025 Lmcg Investments LLC29,113$1.52M0.1%+13.0%1.413%
7/23/2025 Armbruster Capital Management Inc.170,203$8.86M1.6%+3.4%8.262%
7/16/2025 Paragon Capital Management Ltd14,270$742K0.1%N/A0.686%
7/11/2025 Farther Finance Advisors LLC13,629$709K0.0%+670.4%0.655%
7/10/2025 Focus 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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
1/22/2025Armbruster Capital Management Inc.167,103$8.22M1.7%-0.5%6.821%
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%


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 36 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), Focus Financial Network Inc. ($28.36K), LPL Financial LLC ($27.03K), Lmcg Investments LLC ($26.79K), Arrowroot Family Office LLC ($15.48K), and MassMutual Private Wealth & Trust FSB ($14.51K).

Institutional investors have bought a total of 163,357 shares in the last 24 months. This purchase volume represents approximately $9.16M in transactions.

Of the 15 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 ($6.26K), Invesco Ltd. ($5.53K), and Farther Finance Advisors LLC ($2.68K).

Institutional investors have sold a total of 237,632 shares in the last 24 months. This volume of shares sold represents approximately $13.53M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SPVU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
Ray Dalio: Buy Gold. Get Paid.
Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and c...
Investors Alley | Sponsoredtc pixel
BSEM Is Officially on Nasdaq... The Next Chapter Begins!
BioStem Technologies (NASDAQ: BSEM) debuted on Nasdaq August 7th, marking its move from OTC markets into a new...
Huge Alerts | Sponsoredtc pixel