DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (SPVM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
38
Reporting holders
$65.6M
Reported value
0.0%
Calls
0.0%
Puts
+5
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | -4.8%-$72.9K |
| IFG Advisory, LLC | $1.1M | 15,216 | 0.04% | new | NEW |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $1.1M | 14,177 | 0.05% | 2q | +65.1%+$416.1K |
| 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 |
| Thrivent Financial for Lutherans | $632.0K | 8,498 | 0.00% | 2q | +43.0%+$190.1K |
| 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% | 20q | -64.7%-$623.4K |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $230.5K | 3,097 | 0.00% | 3q | -3.4%-$8.1K |
| 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 |
| 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 7 | $953.7K | 13,080 | 1 | 1 | 2 | 0.0% |
| Q2 2026 | 38 | $65.6M | 881,652 | 10 | 14 | 6 | 0.0% |
| Q1 2026 | 33 | $59.0M | 857,119 | 9 | 10 | 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 | 22 | $27.1M | 473,091 | 5 | 4 | 7 | 0.0% |
| Q4 2024 | 18 | $14.6M | 253,197 | 1 | 3 | 9 | 0.0% |
| Q3 2024 | 18 | $14.3M | 244,934 | 1 | 3 | 10 | 0.0% |
| Q2 2024 | 18 | $12.5M | 230,557 | 0 | 4 | 7 | 0.0% |
| Q1 2024 | 21 | $20.2M | 358,360 | 5 | 4 | 8 | 0.0% |
| Q4 2023 | 16 | $14.7M | 290,568 | 0 | 4 | 9 | 0.0% |
| Q3 2023 | 18 | $13.8M | 290,549 | 2 | 4 | 9 | 0.0% |
| Q2 2023 | 16 | $14.2M | 295,139 | 2 | 3 | 7 | 0.0% |
| Q1 2023 | 17 | $14.9M | 313,525 | 3 | 3 | 7 | 0.0% |
| Q4 2022 | 20 | $18.4M | 371,992 | 3 | 7 | 4 | 0.0% |
| Q3 2022 | 20 | $86.1M | 1,943,561 | 2 | 9 | 5 | 0.0% |
| Q2 2022 | 20 | $101.9M | 2,204,157 | 3 | 7 | 6 | 0.0% |
| Q1 2022 | 22 | $4.2B | 77,846,214 | 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 | $93.8M | 2,174,536 | 2 | 6 | 8 | 0.0% |
| Q3 2019 | 21 | $88.9M | 2,218,435 | 1 | 6 | 9 | 0.0% |
| Q2 2019 | 21 | $91.4M | 2,282,895 | 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% |