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Invesco S&P 500 Value with Momentum ETF (SPVM) Institutional Ownership

$58.83 -0.70 (-1.18%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Value with Momentum ETF (NYSEARCA:SPVM)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$3.55M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.36M
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SPVM Institutional Buying and Selling by Quarter

Invesco S&P 500 Value with Momentum ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Bank of America Corp DE36,186$2.08M0.0%+12.3%4.761%
2/13/2025 NewEdge Advisors LLC4,942$284K0.0%-16.0%0.650%
2/13/2025 Raymond James Financial Inc.26,948$1.55M0.0%N/A3.546%
2/12/2025 Accent Capital Management LLC1,000$58K0.0%N/A0.132%
2/11/2025 LPL Financial LLC73,515$4.23M0.0%+4.2%9.673%
2/10/2025 Commonwealth Equity Services LLC4,001$230K0.0%-8.8%0.526%
2/6/2025 Raymond James Financial Inc.26,948$1.55M0.0%N/A3.546%
1/13/2025 Cooper Financial Group49,427$2.84M0.3%-7.0%6.504%
7/31/2024 Commonwealth Equity Services LLC6,001$325K0.0%-4.8%0.790%
7/16/2024 Cooper Financial Group53,820$2.92M0.4%-3.9%7.082%
4/11/2024 Cooper 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%
1/16/2024 Cooper Financial Group72,505$3.68M0.7%+4.3%8.842%
11/14/2023 Tower Research Capital LLC TRC6,335$301K0.0%-16.3%0.773%
10/30/2023 RFP 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%
10/23/2023 Commonwealth Equity Services LLC6,512$309K0.0%N/A0.794%
10/13/2023 Cooper Financial Group69,529$3.30M0.8%-4.7%8.479%
8/1/2023 RFP Financial Group LLC3,800$183K0.1%N/A0.463%
7/31/2023 LPL Financial LLC62,512$3.00M0.0%-6.3%7.623%
7/7/2023 Cooper Financial Group72,924$3.51M0.9%+37.2%8.287%
5/11/2023 Cooper Financial Group53,146$2.52M0.7%+17.5%5.840%
5/10/2023 LPL Financial LLC66,695$3.16M0.0%-33.1%7.329%
5/9/2023 Tower Research Capital LLC TRC8,942$424K0.0%+29.3%0.983%
2/8/2023 Cambridge Investment Research Advisors Inc.17,415$859K0.0%+84.2%1.935%
2/7/2023 LPL Financial LLC99,745$4.92M0.0%+0.6%11.083%
1/24/2023 RFP Financial Group LLC3,800$187K0.1%N/A0.422%
1/13/2023 Cooper Financial Group45,234$2.23M0.7%+45.4%4.761%
(Data available from 1/1/2016 forward)

SPVM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPVM shares?

During the previous two years, 10 institutional investors and hedge funds held shares of Invesco S&P 500 Value with Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($4.23M), Cooper Financial Group ($2.84M), Bank of America Corp DE ($2.08M), Raymond James Financial Inc. ($1.55M), Raymond James Financial Services Advisors Inc. ($695K), Tower Research Capital LLC TRC ($301K), and NewEdge Advisors LLC ($284K).Learn more on SPVM's institutional investors.

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

Of the 9 institutional investors that purchased Invesco S&P 500 Value with Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($53.90K), Cooper Financial Group ($30.67K), Commonwealth Equity Services LLC ($6.51K), Bank of America Corp DE ($3.96K), RFP Financial Group LLC ($3.80K), LPL Financial LLC ($2.94K), and Tower Research Capital LLC TRC ($2.03K).

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

Institutional investors have bought a total of 106,799 shares in the last 24 months. This purchase volume represents approximately $5.72M in transactions.

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

The following institutional investors have sold Invesco S&P 500 Value with Momentum ETF stock in the last 24 months: LPL Financial LLC ($37.23K), Cooper Financial Group ($25.80K), RFP Financial Group LLC ($2.85K), Tower Research Capital LLC TRC ($1.23K), NewEdge Advisors LLC ($939.00), and Commonwealth Equity Services LLC ($686.00).

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

Institutional investors have sold a total of 68,746 shares in the last 24 months. This volume of shares sold represents approximately $3.48M in transactions.



This page (NYSEARCA:SPVM) was last updated on 2/22/2025 by MarketBeat.com Staff
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