Invesco S&P 500 Value with Momentum ETF (SPVM) Institutional Ownership $65.49 -0.01 (-0.02%) Closing price 09/12/2025 04:10 PM EasternExtended Trading$65.47 -0.02 (-0.03%) As of 09/12/2025 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Value with Momentum ETF (NYSEARCA:SPVM)Number ofInstitutional Buyers(last 12 months)11TotalInstitutional Inflows(last 12 months)$21.27MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$509.99K Get SPVM Insider Trade Alerts Want to know when executives and insiders are buying or selling Invesco S&P 500 Value with Momentum ETF stock? 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Skip Chart & View Institutional Buying and Selling Data SPVM Institutional Buying and Selling by Quarter Invesco S&P 500 Value with Momentum ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails9/4/2025 Osaic Holdings Inc.1,183$71K0.0%-50.3%0.114% 8/15/2025 Tower Research Capital LLC TRC 1,923$115K0.0%-24.0%0.185% 8/15/2025 Bank of America Corp DE36,610$2.19M0.0%+2.4%3.520% 8/15/2025 Ameriprise Financial Inc.3,454$206K0.0%N/A0.332% 8/14/2025 Raymond James Financial Inc.23,030$1.38M0.0%+14.9%2.214% 8/11/2025 Beta Wealth Group Inc.177,779$10.63M3.9%+26.1%17.094% 8/4/2025 IFG Advisory LLC13,186$788K0.0%+1.4%1.268% 7/29/2025 Private Trust Co. NA4,620$276K0.0%+92.5%0.440% 7/18/2025 Cooper Financial Group47,500$2.84M0.3%-1.0%4.524% 5/16/2025Jones Financial Companies Lllp32,272$1.85M0.0%+4,220.2%3.508% Get the Latest News and Ratings for SPVM and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Invesco S&P 500 Value with Momentum ETF and its competitors with MarketBeat's FREE daily newsletter. 5/12/2025Cooper Financial Group47,960$2.75M0.4%-3.0%5.213% 5/9/2025Beta Wealth Group Inc.140,956$8.09M2.9%N/A15.838% 5/7/2025LPL Financial LLC81,582$4.68M0.0%+11.0%9.167% 4/30/2025Abound Financial LLC550$32K0.0%N/A0.062% 4/28/2025Capstone Wealth Management Group LLC76,790$4.41M3.2%N/A7.455% 4/28/2025Private Trust Co. NA2,400$138K0.0%N/A0.270% 2/17/2025Bank of America Corp DE36,186$2.08M0.0%+12.3%4.761% 2/13/2025NewEdge Advisors LLC4,942$284K0.0%-16.0%0.650% 2/13/2025Raymond James Financial Inc.26,948$1.55M0.0%N/A3.546% 2/12/2025Accent Capital Management LLC1,000$58K0.0%N/A0.132% 2/11/2025LPL Financial LLC73,515$4.23M0.0%+4.2%9.673% 2/10/2025Commonwealth Equity Services LLC4,001$230K0.0%-8.8%0.526% 2/6/2025Raymond James Financial Inc.26,948$1.55M0.0%N/A3.546% 1/13/2025Cooper Financial Group49,427$2.84M0.3%-7.0%6.504% 7/31/2024Commonwealth Equity Services LLC6,001$325K0.0%-4.8%0.790% 7/16/2024Cooper Financial Group53,820$2.92M0.4%-3.9%7.082% 4/11/2024Cooper 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% 1/16/2024Cooper Financial Group72,505$3.68M0.7%+4.3%8.842% 11/14/2023Tower Research Capital LLC TRC6,335$301K0.0%-16.3%0.773% 10/30/2023RFP 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% 10/23/2023Commonwealth Equity Services LLC6,512$309K0.0%N/A0.794% 10/13/2023Cooper Financial Group69,529$3.30M0.8%-4.7%8.479% 8/1/2023RFP Financial Group LLC3,800$183K0.1%N/A0.463% 7/31/2023LPL Financial LLC62,512$3.00M0.0%-6.3%7.623% 7/7/2023Cooper Financial Group72,924$3.51M0.9%+37.2%8.287% 5/11/2023Cooper Financial Group53,146$2.52M0.7%+17.5%5.840% 5/10/2023LPL Financial LLC66,695$3.16M0.0%-33.1%7.329% 5/9/2023Tower Research Capital LLC TRC8,942$424K0.0%+29.3%0.983% 2/8/2023Cambridge Investment Research Advisors Inc.17,415$859K0.0%+84.2%1.935% 2/7/2023LPL Financial LLC99,745$4.92M0.0%+0.6%11.083% 1/24/2023RFP Financial Group LLC3,800$187K0.1%N/A0.422% 1/13/2023Cooper 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, 18 institutional investors and hedge funds held shares of Invesco S&P 500 Value with Momentum ETF. The most heavily invested institutionals were Beta Wealth Group Inc. ($10.63M), LPL Financial LLC ($4.68M), Capstone Wealth Management Group LLC ($4.41M), Cooper Financial Group ($2.84M), Bank of America Corp DE ($2.19M), Jones Financial Companies Lllp ($1.85M), and Raymond James Financial Inc. ($1.38M).Learn more on Invesco S&P 500 Value with Momentum ETF's institutional investors. Which institutional investors have been buying Invesco S&P 500 Value with Momentum ETF's stock? Of the 14 institutional investors that purchased Invesco S&P 500 Value with Momentum ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beta Wealth Group Inc. ($177.78K), Capstone Wealth Management Group LLC ($76.79K), Raymond James Financial Inc. ($56.88K), Jones Financial Companies Lllp ($31.53K), LPL Financial LLC ($11.00K), Commonwealth Equity Services LLC ($6.51K), and Bank of America Corp DE ($4.82K). How much institutional buying is happening at Invesco S&P 500 Value with Momentum ETF? Institutional investors have bought a total of 368,606 shares in the last 24 months. This purchase volume represents approximately $21.27M in transactions. Which of Invesco S&P 500 Value with Momentum ETF's 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: Cooper Financial Group ($5.65K), Osaic Holdings Inc. ($1.20K), NewEdge Advisors LLC ($939.00), Tower Research Capital LLC TRC ($608.00), and Commonwealth Equity Services LLC ($384.00). How much institutional selling is happening at Invesco S&P 500 Value with Momentum ETF? Institutional investors have sold a total of 8,781 shares in the last 24 months. This volume of shares sold represents approximately $509.99K in transactions. Related Companies JUNW Institutional Ownership QARP Institutional Ownership SPXE Institutional Ownership SIXF Institutional Ownership JANU Institutional Ownership CPSM Institutional Ownership DABS Institutional Ownership JGRW Institutional Ownership NVBW Institutional Ownership JANT Institutional Ownership This page (NYSEARCA:SPVM) was last updated on 9/14/2025 by MarketBeat.com Staff From Our PartnersREVEALED: Something Big Happening Behind White House Doorswhat I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...Paradigm Press | SponsoredCollege grad makes $64,000 a monthA Wall Street legend just helped train our own proprietary AI system in the stock market (a project that took ...Stansberry Research | SponsoredCrypto Gets Official Government Backing—Here's the WinnerTrump Just Signed the GENIUS Act—One Coin is About to Explode We're at the BEGINNING of smart money really ...Crypto 101 Media | SponsoredElon’s Secret Social Security BombshellTo All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...Banyan Hill Publishing | SponsoredTrump’s right about Epstein.A crisis that could devastate your wealth, upend the dollar, and accelerate the collapse of America’s economy....Porter & Company | SponsoredForget NVDA. 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