Invesco S&P 500 Value with Momentum ETF (SPVM)
ETF ยท NYSE Arca
Invesco S&P 500 Value with Momentum ETF (SPVM) is an exchange-traded fund listed on NYSE Arca, where it has traded since June 16, 2011.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- June 16, 2011
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 38 institutions reported holding SPVM, with 881,652 shares worth $65.6 million in aggregate. The largest reported holder was Lpl Financial, with 193,280 shares worth $14.4 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Lpl Financial | 193,280 | $14M | Reduced 1.45% |
| Beta Wealth Group | 173,484 | $13M | Added 0.79% |
| Capstone Wealth Management Group | 167,795 | $12M | Added 5.1% |
| Raymond James Financial | 76,585 | $6M | Added 42.25% |
| Bank of America | 42,156 | $3M | Added 31.38% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is SPVM?
Invesco S&P 500 Value with Momentum ETF (SPVM) is an exchange-traded fund listed on NYSE Arca, where it has traded since June 16, 2011.
Who are the largest institutional holders of SPVM?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SPVM were Lpl Financial, Beta Wealth Group and Capstone Wealth Management Group.
How many institutions own SPVM?
38 institutions reported a position in SPVM for the quarter ended June 30, 2026, worth $65.6 million in total.
Did institutions buy or sell SPVM last quarter?
Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for SPVM.
Every reported institutional holder, plus insider and congressional trades in SPVM, on SentiSense.