# INVESCO EXCH TRADED FD TR II (SPMV)

> Institutional ownership reported to the SEC as of Q4 2025, from Form 13F filings. Source: https://holderbook.com/stocks/SPMV/

- Reporting holders: 8
- Reported value: $813.1K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $554.2K | 10,984 | 0.0% | 21 |
| [Richmond Investment Services, LLC](https://holderbook.com/funds/2031991-richmond-investment-services-llc/) | $228.8K | 4,534 | 0.0% | 3 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $23.0K | 455 | 0.0% | 14 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $4.5K | 90 | 0.0% | 8 |
| [Global Retirement Partners, LLC](https://holderbook.com/funds/1749744-global-retirement-partners-llc/) | $2.5K | 50 | 0.0% | 11 |
| [CITIGROUP INC](https://holderbook.com/funds/831001-citigroup-inc/) | $50 | 1 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $50 | 1 | 0.0% | 6 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $17 | 0 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q4 2025 | 8 | $813.1K |
| Q3 2025 | 8 | $1.1M |
| Q2 2025 | 7 | $1.1M |
| Q1 2025 | 6 | $2.9M |
| Q4 2024 | 8 | $2.8M |
| Q3 2024 | 8 | $3.0M |
| Q2 2024 | 7 | $2.7M |
| Q1 2024 | 8 | $7.5M |
| Q4 2023 | 7 | $5.5M |
| Q3 2023 | 7 | $16.9M |
| Q2 2023 | 10 | $49.7M |
| Q1 2023 | 9 | $48.1M |