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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)
25
Total
Institutional Inflows
(last 12 months)
$15.59M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$13.94M
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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
5/19/2026 Bank 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%
5/5/2026 Sanctuary Advisors LLC5,514$328K0.0%+9.6%0.254%
4/29/2026 Lmcg Investments LLC37,406$2.22M0.1%+12.9%1.724%
4/21/2026 Sequent 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%
2/19/2026 Invesco Ltd.159,168$9.09M0.0%-3.4%7.335%
2/17/2026 Cetera Investment Advisers5,129$293K0.0%+4.5%0.236%
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2/17/2026 Osaic 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%
2/6/2026Global 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%
2/5/2026 Sequent 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%
1/29/2026 Sanctuary 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%
11/17/2025 Bank of America Corp DE171,727$9.42M0.0%-29.5%8.673%
11/13/2025 Invesco Ltd.164,696$9.04M0.0%+3.6%8.318%
11/13/2025 UBS Group AG13,540$743K0.0%-7.9%0.684%
11/13/2025 Sequent 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%
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%
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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%
9/4/2025 Osaic Holdings Inc.4,993$260K0.0%+54.2%0.244%
8/15/2025 Bank of America Corp DE243,506$12.67M0.0%+18.7%11.878%
8/15/2025 Ameriprise Financial Inc.16,160$841K0.0%+5.3%0.788%
8/14/2025 Jane Street Group LLC5,715$297K0.0%+29.1%0.279%
8/14/2025 Raymond James Financial Inc.2,000$104K0.0%N/A0.098%
8/13/2025 Invesco Ltd.158,980$8.27M0.0%+63.3%7.755%
8/12/2025Global 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%
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%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
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%
10/21/2024Koss Olinger Consulting LLC31,876$1.59M0.1%-4.4%1.301%


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 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 ($9.62K), Focus Financial Network Inc. ($7.95K), and Invesco Ltd. ($5.53K).

Institutional investors have sold a total of 246,409 shares in the last 24 months. This volume of shares sold represents approximately $13.94M in transactions.


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This page (NYSEARCA:SPVU) was last updated on 6/15/2026 by MarketBeat.com Staff.
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