Institutional Ownership Invesco S&P 500 Value With Mom (SPVM)
This table provides information about the institutional ownership of Invesco S&P 500 Value With Mom (SPVM). We have compiled data on the 20 institutions that hold shares in the stock, with a total of 242,760 shares, which have been reported (via 13F filing form) to have a value of $14.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
70,580
shares
|
$4.23 Million
0.0% of portfolio
|
Q3 2024
Added 82.37%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
49,427
shares
|
$2.96 Million
0.35% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
32,228
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
29,786
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 36.2%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
13,306
shares
|
$797,029
0.05% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,795
shares
|
$766,420
0.0% of portfolio
|
Q1 2024
Reduced 6.66%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
9,073
shares
|
$543,472
0.0% of portfolio
|
Q3 2024
Added 23.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
5,881
shares
|
$352,271
0.0% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
5,151
shares
|
$308,544
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
4,385
shares
|
$262,661
0.0% of portfolio
|
Q3 2024
Reduced 26.93%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,995
shares
|
$239,300
0.01% of portfolio
|
Q3 2024
Reduced 37.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,700
shares
|
$101,830
0.0% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,551
shares
|
$92,904
0.0% of portfolio
|
Q3 2024
Reduced 52.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,550
shares
|
$92,845
0.0% of portfolio
|
Q2 2019
Reduced 3.23%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
799
shares
|
$47,860
0.0% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
400
shares
|
$23,960
0.0% of portfolio
|
Q1 2024
Reduced 35.59%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
143
shares
|
$8,565
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
9
shares
|
$539
0.0% of portfolio
|
Q3 2024
Reduced 98.27%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$59
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|