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

$51.62 +0.30 (+0.58%)
As of 01/21/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$22.65M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.65M
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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
1/16/2025 Lmcg Investments LLC17,566$864K0.1%+54.8%0.717%
1/16/2025 MassMutual 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%
10/29/2024 Lmcg 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%
10/2/2024 Massmutual Trust Co. FSB ADV743$37K0.0%N/A0.030%
8/21/2024Truist Financial Corp10,784$516K0.0%N/A0.440%
8/9/2024 Lmcg Investments LLC10,613$508K0.0%+26.8%0.433%
8/6/2024Koss Olinger Consulting LLC33,332$1.60M0.1%N/A1.360%
7/29/2024Armbruster Capital Management Inc.171,128$8.19M1.7%-0.3%6.985%
7/26/2024Cambridge Investment Research Advisors Inc.56,525$2.71M0.0%+1.6%2.307%
7/26/2024 Atomi Financial Group Inc.4,877$233K0.0%N/A0.199%
7/25/2024Clear Creek Financial Management LLC171,530$8.21M1.0%+4.2%7.001%
5/3/2024Avidian Wealth Solutions LLC12,857$641K0.0%-13.4%0.549%
4/26/2024Clear Creek Financial Management LLC164,642$8.21M1.1%+576.5%6.947%
4/25/2024Capital Investment Advisory Services LLC3,487$174K0.0%-15.0%0.147%
4/25/2024Cambridge Investment Research Advisors Inc.55,608$2.77M0.0%N/A2.346%
4/24/2024Capasso Planning Partners LLC9,995$498K0.2%-29.5%0.422%
4/23/2024Global Retirement Partners LLC5,562$277K0.0%+87.0%0.235%
4/23/2024Raymond James Financial Services Advisors Inc.37,205$1.86M0.0%-2.5%1.570%
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%
2/12/2024Avestar Capital LLC23,440$1.04M0.1%+34.9%1.010%
2/9/2024Assetmark Inc.615$27K0.0%N/A0.027%
2/8/2024 Lmcg 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%
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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%
10/25/2023 Professional 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%
8/11/2023Capasso Planning Partners LLC12,490$508K0.3%-3.1%0.538%
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%
8/3/2023 Lmcg 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%
7/24/2023Trilogy Capital Inc.14,522$616K0.0%+123.0%0.637%
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%
5/11/2023Balentine 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%
2/13/2023Armbruster Capital Management Inc.96,300$3.94M1.0%-10.5%2.799%
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%
2/8/2023 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%
11/15/2022Koss Olinger Consulting LLC58,131$2.10M0.4%-9.1%1.875%
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%
Trump’s Inauguration Shocker: “Move Your Cash Now” (Ad)

Just in the first week after Trump's win, many stocks jumped by double and even triple digits. But now he's issuing this NEW warning about Trump's inauguration.

Click here now to get the details because you must act before January 20th.
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%
10/20/2022 Koshinski Asset Management Inc.800$703K0.1%N/A0.025%
10/18/2022 Koshinski Asset Management Inc.800$703K0.1%N/A0.025%
10/17/2022Goodman Advisory Group LLC109,849$3.98M2.2%-29.6%3.487%
8/13/2022Flow Traders U.S. LLC13,087$514K0.0%N/A0.385%
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%
(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, 36 institutional investors and hedge funds held shares of Invesco S&P 500 Enhanced Value ETF. The most heavily invested institutionals were Clear Creek Financial Management LLC ($8.59M), Armbruster Capital Management Inc. ($8.19M), Invesco Ltd. ($7.32M), LPL Financial LLC ($6.56M), Goodman Advisory Group LLC ($4.45M), Xponance Inc. ($3.92M), and Cambridge Investment Research Advisors Inc. ($2.71M).Learn more on SPVU's institutional investors.

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

Of the 30 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: Clear Creek Financial Management LLC ($172.52K), Raymond James Financial Services Advisors Inc. ($91.28K), Xponance Inc. ($88.70K), Armbruster Capital Management Inc. ($76.03K), LPL Financial LLC ($60.58K), Cambridge Investment Research Advisors Inc. ($56.53K), and Trilogy Capital Inc. ($39.36K).

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

Institutional investors have bought a total of 775,162 shares in the last 24 months. This purchase volume represents approximately $34.76M in transactions.

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

Of the 19 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 ($323.89K), Goodman Advisory Group LLC ($258.82K), Raymond James Financial Services Advisors Inc. ($54.08K), LPL Financial LLC ($24.79K), Creative Financial Designs Inc. ADV ($13.03K), Invesco Ltd. ($12.61K), and Armbruster Capital Management Inc. ($11.83K).

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

Institutional investors have sold a total of 739,251 shares in the last 24 months. This volume of shares sold represents approximately $30.14M in transactions.


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This page (NYSEARCA:SPVU) was last updated on 1/22/2025 by MarketBeat.com Staff
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