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

$55.00 -0.21 (-0.38%)
Closing price 09/12/2025 04:10 PM Eastern
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$54.99 -0.01 (-0.02%)
As of 09/12/2025 04:52 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Enhanced Value ETF (NYSEARCA:SPVU)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$15.83M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$2.85M
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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
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%
8/12/2025 Global 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%
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%
10/2/2024Massmutual Trust Co. FSB ADV743$37K0.0%N/A0.030%
8/21/2024Truist Financial Corp10,784$516K0.0%N/A0.440%
8/9/2024Lmcg 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%
7/26/2024Atomi 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%
2/8/2024Lmcg 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%
11/13/2023LPL 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%
8/11/2023Capasso 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%
(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, 42 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 ($12.67M), LPL Financial LLC ($11.13M), Clear Creek Financial Management LLC ($9.13M), Armbruster Capital Management Inc. ($8.86M), Invesco Ltd. ($8.27M), Xponance Inc. ($3.92M), and Cambridge Investment Research Advisors Inc. ($3.62M).Learn more on Invesco S&P 500 Enhanced Value ETF's institutional investors.

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

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: Clear Creek Financial Management LLC ($185.53K), Xponance Inc. ($88.70K), Cambridge Investment Research Advisors Inc. ($68.14K), Invesco Ltd. ($61.62K), Armbruster Capital Management Inc. ($60.56K), Bank of America Corp DE ($38.35K), and LPL Financial LLC ($35.03K).

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

Institutional investors have bought a total of 308,940 shares in the last 24 months. This purchase volume represents approximately $15.83M in transactions.

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

Of the 12 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: Bank of America Corp DE ($15.85K), Creative Financial Designs Inc. ADV ($13.03K), Focus Financial Network Inc. ($7.95K), Koss Olinger Consulting LLC ($7.32K), Jane Street Group LLC ($4.00K), Armbruster Capital Management Inc. ($3.26K), and Avidian Wealth Enterprises LLC ($2.33K).

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

Institutional investors have sold a total of 56,545 shares in the last 24 months. This volume of shares sold represents approximately $2.85M in transactions.


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This page (NYSEARCA:SPVU) was last updated on 9/14/2025 by MarketBeat.com Staff
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