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

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$47.96
+0.62 (+1.31%)
(As of 11:34 AM ET)
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Stock AnalysisChartHoldingsOwnershipRatings

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

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$25.77M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$31.17M
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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
4/17/2024Trilogy Capital Inc.44,705$2.23M0.1%+63.9%1.886%
4/15/2024Sunbelt Securities Inc.1,046$52K0.0%-48.9%0.044%
2/14/2024Royal Bank of Canada3,384$150K0.0%-80.8%0.146%
2/12/2024Avestar Capital LLC23,440$1.04M0.1%+34.9%1.010%
2/9/2024Assetmark Inc.615$27K0.0%N/A0.027%
2/8/2024Lmcg Investments LLC5,988$265K0.0%+6.0%0.258%
2/6/2024Avidian Wealth Solutions LLC14,847$656K0.0%-30.6%0.640%
2/6/2024Great Valley Advisor Group Inc.10,129$448K0.0%-2.2%0.437%
2/1/2024Armbruster Capital Management Inc.172,328$7.62M1.7%+45.4%7.428%
2/1/2024Capital Investment Advisory Services LLC4,100$181K0.0%-17.9%0.177%
1/31/2024Xponance Inc.88,700$3.92M0.0%N/A3.823%
1/24/2024Clear Creek Financial Management LLC24,337$1.08M0.2%N/A1.049%
1/16/2024Raymond James Financial Services Advisors Inc.38,150$1.69M0.0%-51.0%1.644%
1/12/2024Trilogy Capital Inc.27,276$1.21M0.1%+50.1%1.176%
1/10/2024Creative Financial Designs Inc. ADV11,178$494K0.1%+138.1%0.482%
11/15/2023Royal Bank of Canada17,588$712K0.0%+1.8%0.758%
11/13/2023LPL Financial LLC161,951$6.56M0.0%+5.2%6.981%
11/13/2023Invesco Ltd.180,827$7.32M0.0%-6.5%7.794%
10/26/2023Capasso Planning Partners LLC14,002$567K0.3%+12.1%0.604%
10/25/2023Professional Financial Advisors LLC7,763$314K0.1%N/A0.335%
10/24/2023Raymond James Financial Services Advisors Inc.77,808$3.15M0.0%+36.6%3.354%
10/20/2023Avestar Capital LLC17,378$704K0.1%N/A0.749%
10/17/2023Armbruster Capital Management Inc.118,528$4.80M1.2%+1.0%5.109%
10/16/2023Trilogy Capital Inc.18,170$736K0.0%+25.1%0.783%
10/13/2023Global Retirement Partners LLC2,906$114K0.0%+218.6%0.125%
10/13/2023Avidian Wealth Solutions LLC21,400$867K0.1%-4.9%0.922%
10/11/2023Koss Olinger Consulting LLC48,716$1.97M0.3%-1.8%2.100%
8/21/2023Osaic Holdings Inc.6,415$261K0.0%-4.0%0.277%
8/15/2023Royal Bank of Canada17,271$702K0.0%-79.6%0.744%
8/15/2023Citadel Advisors LLC26,640$1.08M0.0%+13.1%1.148%
8/11/2023Capasso Planning Partners LLC12,490$508K0.3%-3.1%0.538%
8/10/2023Osaic Holdings Inc.6,415$261K0.0%-4.0%0.277%
8/9/2023Flow Traders U.S. LLC12,298$501K0.0%N/A0.530%
8/3/2023Avidian Wealth Solutions LLC22,498$916K0.1%-2.7%0.970%
8/3/2023Armbruster Capital Management Inc.117,325$4.78M1.2%+2.3%5.057%
8/3/2023Lmcg Investments LLC5,523$225K0.0%N/A0.238%
7/31/2023LPL Financial LLC153,951$6.27M0.0%-0.4%6.636%
7/31/2023Koss Olinger Consulting LLC49,614$2.02M0.2%-2.0%2.139%
7/28/2023Capital Investment Advisory Services LLC5,042$205K0.0%-20.5%0.221%
7/25/2023Raymond James Financial Services Advisors Inc.56,965$2.32M0.0%-19.1%2.498%
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7/24/2023Trilogy Capital Inc.14,522$616K0.0%+123.0%0.637%
5/17/2023Sunbelt Securities Inc.2,172$86K0.0%N/A0.085%
5/16/2023Susquehanna International Group LLP21,743$872K0.0%+11.5%0.846%
5/16/2023Jane Street Group LLC5,777$232K0.0%-53.1%0.225%
5/16/2023Goodman Advisory Group LLC110,941$4.45M2.4%-70.0%4.317%
5/12/2023Koss Olinger Consulting LLC50,608$2.03M0.3%-4.1%1.969%
5/12/2023Bank of America Corp DE414,376$16.62M0.0%+115.6%16.124%
5/12/2023UBS Group AG7,761$311K0.0%-37.8%0.302%
5/11/2023Balentine LLC17,382$697K0.0%-34.1%0.676%
5/10/2023LPL Financial LLC154,636$6.20M0.0%+51.5%6.017%
5/9/2023Armbruster Capital Management Inc.114,675$4.60M1.2%+19.1%4.462%
5/8/2023Avidian Wealth Solutions LLC23,133$928K0.1%+37.9%0.900%
5/8/2023Global Retirement Partners LLC894$35K0.0%-68.9%0.035%
5/2/2023Capasso Planning Partners LLC12,890$517K0.3%N/A0.502%
4/20/2023Avestar Capital LLC64,298$2.58M0.5%-83.4%2.502%
4/17/2023Trilogy Capital Inc.6,511$261K0.0%+21.8%0.253%
4/14/2023Raymond James Financial Services Advisors Inc.70,441$2.83M0.0%N/A2.048%
4/14/2023Raymond James & Associates18,826$755K0.0%-4.7%0.547%
2/15/2023Jane Street Group LLC12,321$504K0.0%-71.3%0.358%
2/14/2023Susquehanna International Group LLP19,505$798K0.0%+50.4%0.567%
2/13/2023Armbruster Capital Management Inc.96,300$3.94M1.0%-10.5%2.799%
2/10/2023Bank of America Corp DE192,206$7.86M0.0%-14.2%5.587%
2/10/2023Advisor Group Holdings Inc.9,064$370K0.0%-64.0%0.263%
2/9/2023Trilogy Capital Inc.5,346$219K0.0%-4.2%0.155%
2/8/2023Raymond James & Associates19,751$808K0.0%+2.1%0.574%
2/8/2023UBS Group AG12,478$510K0.0%+2.5%0.363%
2/8/2023 Advance Capital Management Inc.6,816$279K0.0%N/A0.198%
2/7/2023Commonwealth Equity Services LLC5,398$220K0.0%N/A0.157%
2/7/2023LPL Financial LLC102,060$4.17M0.0%-19.1%2.967%
2/7/2023IFP Advisors Inc1,847$63K0.0%+98.2%0.054%
2/6/2023Avidian Wealth Solutions LLC16,779$686K0.0%+1.6%0.488%
2/3/2023Capital Investment Advisory Services LLC6,498$266K0.0%N/A0.189%
2/1/2023Great Valley Advisor Group Inc.10,129$414K0.0%N/A0.294%
1/31/2023Balentine LLC26,357$1.08M0.0%-3.9%0.766%
1/20/2023Avestar Capital LLC388,188$15.88M2.9%+884.1%11.059%
1/20/2023Goodman Advisory Group LLC369,763$15.12M8.8%+236.6%10.535%
11/16/2022Jane Street Group LLC42,967$1.56M0.0%+151.1%1.260%
11/15/2022Koss Olinger Consulting LLC58,131$2.10M0.4%-9.1%1.875%
11/14/2022Royal Bank of Canada135,647$4.91M0.0%-25.5%4.376%
11/10/2022UBS Group AG12,175$441K0.0%+83.2%0.393%
11/3/2022Global Retirement Partners LLC800$33K0.0%-48.8%0.026%
11/1/2022Creative Financial Designs Inc. ADV1,723$62K0.0%-16.9%0.055%
10/26/2022Balentine LLC27,415$992K0.0%-66.0%0.870%
10/26/2022Avestar Capital LLC39,445$1.43M0.4%-89.0%1.252%
10/25/2022Raymond James & Associates19,344$700K0.0%-44.2%0.614%
10/21/2022Trilogy Capital Inc.5,579$202K0.0%N/A0.177%
10/20/2022Koshinski Asset Management Inc.800$703K0.1%N/A0.025%
10/19/2022Armbruster Capital Management Inc.107,650$3.90M1.1%+1.1%3.473%
10/18/2022Koshinski Asset Management Inc.800$703K0.1%N/A0.025%
10/17/2022Goodman Advisory Group LLC109,849$3.98M2.2%-29.6%3.487%
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8/16/2022Jane Street Group LLC17,113$672K0.0%N/A0.503%
8/15/2022Citadel Advisors LLC6,064$238K0.0%N/A0.178%
8/13/2022Flow Traders U.S. LLC13,087$514K0.0%N/A0.385%
8/12/2022LPL Financial LLC126,679$4.98M0.0%+2.0%3.726%
8/11/2022UBS Group AG6,644$261K0.0%+4.0%0.195%
8/11/2022Woodard & Co. Asset Management Group Inc. ADV24,682$970K0.4%+89.2%0.726%
8/4/2022Retirement Group LLC914$36K0.0%+100.0%0.027%
8/3/2022Goodman Advisory Group LLC155,967$6.13M2.7%-14.7%4.495%
8/1/2022Armbruster Capital Management Inc.106,450$4.18M1.1%+5.4%3.068%
8/1/2022Creative Financial Designs Inc. ADV2,073$81K0.0%+243.8%0.060%
(Data available from 1/1/2016 forward)

SPVU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPVU shares?

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 ($16.62M), Armbruster Capital Management Inc. ($7.62M), Invesco Ltd. ($7.32M), LPL Financial LLC ($6.56M), Goodman Advisory Group LLC ($4.45M), Xponance Inc. ($3.92M), and Trilogy Capital Inc. ($2.23M).Learn more on SPVU's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Enhanced Value ETF stock?

Of the 35 institutional investors that purchased Invesco S&P 500 Enhanced Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Avestar Capital LLC ($732.18K), Bank of America Corp DE ($423.75K), Goodman Advisory Group LLC ($370.29K), Royal Bank of Canada ($156.10K), Raymond James Financial Services Advisors Inc. ($91.28K), Xponance Inc. ($88.70K), and Armbruster Capital Management Inc. ($82.68K).

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

Institutional investors have bought a total of 2,296,810 shares in the last 24 months. This purchase volume represents approximately $97.39M in transactions.

Which Invesco S&P 500 Enhanced Value ETF major shareholders have been selling company stock?

Of the 25 institutional investors that sold Invesco S&P 500 Enhanced Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Avestar Capital LLC ($644.44K), Goodman Advisory Group LLC ($331.83K), Royal Bank of Canada ($127.97K), Balentine LLC ($63.16K), Raymond James Financial Services Advisors Inc. ($53.13K), Invesco Ltd. ($38.89K), and Jane Street Group LLC ($37.19K).

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

Institutional investors have sold a total of 1,460,875 shares in the last 24 months. This volume of shares sold represents approximately $57.32M in transactions.


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This page (NYSEARCA:SPVU) was last updated on 4/19/2024 by MarketBeat.com Staff

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