INVESCO EXCHANGE TRADED FD T (SPVM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
36
Reporting holders
$64.2M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $14.4M | 193,280 | 0.00% | 23q | -1.4%-$211.0K |
| Beta Wealth Group, Inc. | $12.9M | 173,484 | 4.84% | 6q | +0.8%+$101.2K |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $12.5M | 167,795 | 4.40% | 4q | +5.1%+$605.5K |
| RAYMOND JAMES FINANCIAL INC | $5.7M | 76,585 | 0.00% | 7q | +42.3%+$1.7M |
| BANK OF AMERICA CORP /DE/ | $3.1M | 42,156 | 0.00% | 31q | +31.4%+$749.3K |
| JONES FINANCIAL COMPANIES LLLP | $2.4M | 31,544 | 0.00% | 10q | +78.6%+$1.0M |
| Perennial Investment Advisors, LLC | $2.1M | 28,634 | 0.14% | 2q | +230.6%+$1.5M |
| HARBOUR INVESTMENTS, INC. | $1.6M | 21,969 | 0.02% | 2q | +6.6%+$100.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 19,843 | 0.00% | 4q | HELD |
| AMERIPRISE FINANCIAL INC | $1.5M | 19,508 | 0.00% | 5q | -52.4%-$1.6M |
| IFG Advisory, LLC | $1.1M | 15,216 | 0.04% | new | NEW |
| MORGAN STANLEY | $945.8K | 12,710 | 0.00% | 33q | +77.0%+$411.4K |
| OSAIC HOLDINGS, INC. | $798.4K | 10,729 | 0.00% | 26q | +66.8%+$319.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $460.9K | 6,194 | 0.00% | 3q | +93.2%+$222.3K |
| CITADEL ADVISORS LLC | $377.3K | 5,070 | 0.00% | new | NEW |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $374.5K | 5,032 | 0.04% | new | NEW |
| PRIVATE TRUST CO NA | $343.8K | 4,620 | 0.03% | 6q | HELD |
| NewEdge Advisors, LLC | $339.9K | 4,567 | 0.00% | new | NEW |
| Nvest Financial, LLC | $310.4K | 4,171 | 0.10% | new | NEW |
| Cooper Financial Group | $310.1K | 4,167 | 0.03% | 17q | -37.5%-$186.3K |
| ENVESTNET ASSET MANAGEMENT INC | $276.5K | 3,715 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $247.2K | 3,270 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $208.0K | 2,795 | 0.00% | new | NEW |
| Accent Capital Management, LLC | $74.4K | 1,000 | 0.03% | 7q | HELD |
| Tower Research Capital LLC (TRC) | $65.0K | 874 | 0.00% | 2q | -87.1%-$440.7K |
| ROYAL BANK OF CANADA | $48.0K | 649 | 0.00% | 31q | +5.9%+$2.7K |
| ABOUND FINANCIAL, LLC | $42.0K | 564 | 0.02% | 3q | HELD |
| IFP Advisors, Inc | $31.2K | 419 | 0.00% | 3q | +451.3%+$25.5K |
| Clearstead Advisors, LLC | $29.8K | 400 | 0.00% | 19q | HELD |
| Cape Investment Advisory, Inc. | $26.8K | 361 | 0.01% | new | NEW |
| FMR LLC | $19.1K | 257 | 0.00% | 2q | +3571.4%+$18.6K |
| WELLS FARGO & COMPANY/MN | $15.2K | 205 | 0.00% | 13q | HELD |
| ASSETMARK, INC | $14.9K | 200 | 0.00% | new | NEW |
| Key Financial Inc | $4.4K | 59 | 0.00% | 23q | HELD |
| Steward Partners Investment Advisory, LLC | $2.3K | 31 | 0.00% | new | NEW |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $1.1K | 14,177 | 0.05% | 2q | +65.1% |
| Thrivent Financial for Lutherans | $632 | 8,498 | 0.00% | 2q | +43.0% |
| Larson Financial Group LLC | $58 | 1 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 36 | $64.2M | 862,074 | 11 | 13 | 4 | 0.0% |
| Q1 2026 | 30 | $58.6M | 850,136 | 7 | 9 | 8 | 0.0% |
| Q4 2025 | 28 | $58.1M | 857,135 | 8 | 7 | 5 | 0.0% |
| Q3 2025 | 22 | $38.7M | 588,017 | 4 | 5 | 6 | 0.0% |
| Q2 2025 | 20 | $27.5M | 460,677 | 3 | 8 | 4 | 0.0% |
| Q1 2025 | 21 | $26.9M | 469,095 | 5 | 4 | 7 | 0.0% |
| Q4 2024 | 17 | $14.3M | 249,196 | 1 | 3 | 8 | 0.0% |
| Q3 2024 | 17 | $14.1M | 240,549 | 1 | 3 | 9 | 0.0% |
| Q2 2024 | 16 | $12.2M | 224,286 | 0 | 4 | 6 | 0.0% |
| Q1 2024 | 20 | $19.9M | 352,057 | 5 | 4 | 7 | 0.0% |
| Q4 2023 | 14 | $14.4M | 283,861 | 0 | 3 | 8 | 0.0% |
| Q3 2023 | 17 | $13.5M | 284,037 | 1 | 4 | 9 | 0.0% |
| Q2 2023 | 16 | $14.2M | 295,139 | 2 | 3 | 7 | 0.0% |
| Q1 2023 | 15 | $14.4M | 304,318 | 2 | 2 | 7 | 0.0% |
| Q4 2022 | 17 | $16.5M | 334,317 | 3 | 6 | 3 | 0.0% |
| Q3 2022 | 20 | $17.5M | 395,111 | 2 | 9 | 5 | 0.0% |
| Q2 2022 | 20 | $21.1M | 455,907 | 3 | 7 | 6 | 0.0% |
| Q1 2022 | 22 | $27.0M | 498,639 | 7 | 6 | 6 | 0.0% |
| Q4 2021 | 16 | $13.8M | 266,917 | 1 | 6 | 6 | 0.0% |
| Q3 2021 | 16 | $12.8M | 264,166 | 2 | 7 | 5 | 0.0% |
| Q2 2021 | 14 | $8.0M | 163,176 | 2 | 7 | 2 | 0.0% |
| Q1 2021 | 12 | $5.4M | 116,629 | 4 | 6 | 1 | 0.0% |
| Q4 2020 | 12 | $19.8M | 487,444 | 3 | 2 | 6 | 0.0% |
| Q3 2020 | 13 | $20.1M | 575,471 | 1 | 3 | 9 | 0.0% |
| Q2 2020 | 14 | $20.3M | 612,286 | 2 | 3 | 9 | 0.0% |
| Q1 2020 | 17 | $24.8M | 883,530 | 3 | 5 | 6 | 0.0% |
| Q4 2019 | 20 | $29.2M | 676,036 | 2 | 6 | 8 | 0.0% |
| Q3 2019 | 21 | $28.9M | 719,935 | 1 | 6 | 9 | 0.0% |
| Q2 2019 | 21 | $31.4M | 784,395 | 1 | 6 | 9 | 0.0% |
| Q1 2019 | 26 | $80.5M | 2,091,444 | 4 | 8 | 9 | 0.0% |
| Q4 2018 | 25 | $77.7M | 2,281,547 | 0 | 1 | 1 | 0.0% |