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Invesco S&P 500 Enhanced Value ETF (SPVU) Institutional Ownership

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(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Enhanced Value ETF (NYSEARCA:SPVU)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$22.82M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.83M
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SPVU Institutional Buying and Selling by Quarter

Invesco S&P 500 Enhanced Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/3/2024 Avidian Wealth Solutions LLC12,857$641K0.0%-13.4%0.549%
4/26/2024 Clear Creek Financial Management LLC164,642$8.21M1.1%+576.5%6.947%
4/25/2024 Capital Investment Advisory Services LLC3,487$174K0.0%-15.0%0.147%
4/25/2024 Cambridge Investment Research Advisors Inc.55,608$2.77M0.0%N/A2.346%
4/24/2024 Capasso Planning Partners LLC9,995$498K0.2%-29.5%0.422%
4/23/2024 Global Retirement Partners LLC5,562$277K0.0%+87.0%0.235%
4/23/2024 Raymond James Financial Services Advisors Inc.37,205$1.86M0.0%-2.5%1.570%
4/17/2024 Trilogy Capital Inc.44,705$2.23M0.1%+63.9%1.886%
4/15/2024 Sunbelt Securities Inc.1,046$52K0.0%-48.9%0.044%
2/12/2024 Avestar Capital LLC23,440$1.04M0.1%+34.9%1.010%
2/9/2024 Assetmark Inc.615$27K0.0%N/A0.027%
2/8/2024 Lmcg Investments LLC5,988$265K0.0%+6.0%0.258%
2/6/2024 Avidian Wealth Solutions LLC14,847$656K0.0%-30.6%0.640%
2/6/2024 Great Valley Advisor Group Inc.10,129$448K0.0%-2.2%0.437%
2/1/2024 Armbruster Capital Management Inc.172,328$7.62M1.7%+45.4%7.428%
2/1/2024 Capital Investment Advisory Services LLC4,100$181K0.0%-17.9%0.177%
1/31/2024 Xponance Inc.88,700$3.92M0.0%N/A3.823%
1/24/2024 Clear Creek Financial Management LLC24,337$1.08M0.2%N/A1.049%
1/16/2024 Raymond James Financial Services Advisors Inc.38,150$1.69M0.0%-51.0%1.644%
1/12/2024 Trilogy Capital Inc.27,276$1.21M0.1%+50.1%1.176%
1/10/2024 Creative Financial Designs Inc. ADV11,178$494K0.1%+138.1%0.482%
11/13/2023 LPL Financial LLC161,951$6.56M0.0%+5.2%6.981%
11/13/2023 Invesco Ltd.180,827$7.32M0.0%-6.5%7.794%
10/26/2023 Capasso Planning Partners LLC14,002$567K0.3%+12.1%0.604%
10/25/2023 Professional Financial Advisors LLC7,763$314K0.1%N/A0.335%
10/24/2023 Raymond James Financial Services Advisors Inc.77,808$3.15M0.0%+36.6%3.354%
10/20/2023 Avestar Capital LLC17,378$704K0.1%N/A0.749%
10/17/2023 Armbruster Capital Management Inc.118,528$4.80M1.2%+1.0%5.109%
10/16/2023 Trilogy Capital Inc.18,170$736K0.0%+25.1%0.783%
10/13/2023 Global Retirement Partners LLC2,906$114K0.0%+218.6%0.125%
10/13/2023 Avidian Wealth Solutions LLC21,400$867K0.1%-4.9%0.922%
10/11/2023 Koss Olinger Consulting LLC48,716$1.97M0.3%-1.8%2.100%
8/11/2023 Capasso Planning Partners LLC12,490$508K0.3%-3.1%0.538%
8/9/2023 Flow Traders U.S. LLC12,298$501K0.0%N/A0.530%
8/3/2023 Avidian Wealth Solutions LLC22,498$916K0.1%-2.7%0.970%
8/3/2023 Armbruster Capital Management Inc.117,325$4.78M1.2%+2.3%5.057%
8/3/2023 Lmcg Investments LLC5,523$225K0.0%N/A0.238%
7/31/2023 LPL Financial LLC153,951$6.27M0.0%-0.4%6.636%
7/31/2023 Koss Olinger Consulting LLC49,614$2.02M0.2%-2.0%2.139%
7/28/2023 Capital Investment Advisory Services LLC5,042$205K0.0%-20.5%0.221%
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7/25/2023 Raymond James Financial Services Advisors Inc.56,965$2.32M0.0%-19.1%2.498%
7/24/2023 Trilogy Capital Inc.14,522$616K0.0%+123.0%0.637%
5/16/2023 Goodman Advisory Group LLC110,941$4.45M2.4%-70.0%4.317%
5/12/2023 Koss Olinger Consulting LLC50,608$2.03M0.3%-4.1%1.969%
5/11/2023 Balentine LLC17,382$697K0.0%-34.1%0.676%
5/10/2023 LPL Financial LLC154,636$6.20M0.0%+51.5%6.017%
5/9/2023 Armbruster Capital Management Inc.114,675$4.60M1.2%+19.1%4.462%
5/8/2023 Avidian Wealth Solutions LLC23,133$928K0.1%+37.9%0.900%
5/8/2023 Global Retirement Partners LLC894$35K0.0%-68.9%0.035%
5/2/2023 Capasso Planning Partners LLC12,890$517K0.3%N/A0.502%
4/20/2023 Avestar Capital LLC64,298$2.58M0.5%-83.4%2.502%
4/17/2023 Trilogy Capital Inc.6,511$261K0.0%+21.8%0.253%
4/14/2023 Raymond James Financial Services Advisors Inc.70,441$2.83M0.0%N/A2.048%
4/14/2023 Raymond James & Associates18,826$755K0.0%-4.7%0.547%
2/13/2023 Armbruster Capital Management Inc.96,300$3.94M1.0%-10.5%2.799%
2/9/2023 Trilogy Capital Inc.5,346$219K0.0%-4.2%0.155%
2/8/2023 Raymond James & Associates19,751$808K0.0%+2.1%0.574%
2/8/2023 Advance Capital Management Inc.6,816$279K0.0%N/A0.198%
2/7/2023Commonwealth Equity Services LLC5,398$220K0.0%N/A0.157%
2/7/2023 LPL Financial LLC102,060$4.17M0.0%-19.1%2.967%
2/7/2023IFP Advisors Inc1,847$63K0.0%+98.2%0.054%
2/6/2023 Avidian Wealth Solutions LLC16,779$686K0.0%+1.6%0.488%
2/3/2023 Capital Investment Advisory Services LLC6,498$266K0.0%N/A0.189%
2/1/2023 Great Valley Advisor Group Inc.10,129$414K0.0%N/A0.294%
1/31/2023 Balentine LLC26,357$1.08M0.0%-3.9%0.766%
1/20/2023 Avestar Capital LLC388,188$15.88M2.9%+884.1%11.059%
1/20/2023 Goodman Advisory Group LLC369,763$15.12M8.8%+236.6%10.535%
11/15/2022 Koss Olinger Consulting LLC58,131$2.10M0.4%-9.1%1.875%
11/3/2022 Global Retirement Partners LLC800$33K0.0%-48.8%0.026%
11/1/2022 Creative Financial Designs Inc. ADV1,723$62K0.0%-16.9%0.055%
10/26/2022 Balentine LLC27,415$992K0.0%-66.0%0.870%
10/26/2022 Avestar Capital LLC39,445$1.43M0.4%-89.0%1.252%
10/25/2022 Raymond James & Associates19,344$700K0.0%-44.2%0.614%
10/21/2022 Trilogy Capital Inc.5,579$202K0.0%N/A0.177%
10/20/2022 Koshinski Asset Management Inc.800$703K0.1%N/A0.025%
10/18/2022 Koshinski Asset Management Inc.800$703K0.1%N/A0.025%
10/17/2022 Goodman Advisory Group LLC109,849$3.98M2.2%-29.6%3.487%
8/13/2022 Flow Traders U.S. LLC13,087$514K0.0%N/A0.385%
8/11/2022 Woodard & Co. Asset Management Group Inc. ADV24,682$970K0.4%+89.2%0.726%
8/4/2022 Retirement Group LLC914$36K0.0%+100.0%0.027%
8/3/2022 Goodman Advisory Group LLC155,967$6.13M2.7%-14.7%4.495%
8/1/2022 Armbruster Capital Management Inc.106,450$4.18M1.1%+5.4%3.068%
8/1/2022 Creative Financial Designs Inc. ADV2,073$81K0.0%+243.8%0.060%
7/29/2022 Avidian Wealth Solutions LLC16,580$651K0.0%N/A0.478%
7/28/2022 Avestar Capital LLC357,096$14.03M3.5%-0.8%10.291%
7/8/2022 Koss Olinger Consulting LLC63,961$2.51M0.5%-7.2%1.640%
5/10/2022 Woodard & Co. Asset Management Group Inc. ADV13,048$585K0.2%+73.8%0.327%
5/9/2022 Goodman Advisory Group LLC182,857$8.20M2.8%+152.3%4.583%
5/6/2022 Koss Olinger Consulting LLC68,913$3.09M0.5%-9.0%1.727%
5/6/2022 Balentine LLC196,988$8.83M0.4%+4.0%4.937%
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5/5/2022 Armbruster Capital Management Inc.101,000$4.53M1.1%-7.8%2.531%
5/4/2022 Advisor Group Holdings Inc.13,264$594K0.0%+42.7%0.327%
5/4/2022Commonwealth Equity Services LLC5,398$241K0.0%+18.3%0.133%
5/3/2022 GoalVest Advisory LLC1,134$51K0.0%N/A0.028%
4/26/2022 Avestar Capital LLC359,998$16.14M2.6%N/A8.612%
4/21/2022 CWM LLC838$38K0.0%-50.1%0.020%
4/13/2022 Flagship Harbor Advisors LLC10,050$450K0.0%-36.1%0.234%
2/14/2022 LPL Financial LLC97,599$4.34M0.0%+7.5%2.386%
2/14/2022 Rockefeller Capital Management L.P.810$35K0.0%N/A0.020%
2/14/2022 Invesco Ltd.871,691$38.73M0.0%-4.4%21.313%
(Data available from 1/1/2016 forward)

SPVU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPVU shares?

During the previous two years, 30 institutional investors and hedge funds held shares of Invesco S&P 500 Enhanced Value ETF. The most heavily invested institutionals were Clear Creek Financial Management LLC ($8.21M), Armbruster Capital Management Inc. ($7.62M), Invesco Ltd. ($7.32M), LPL Financial LLC ($6.56M), Goodman Advisory Group LLC ($4.45M), Xponance Inc. ($3.92M), and Cambridge Investment Research Advisors Inc. ($2.77M).Learn more on SPVU's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Enhanced Value ETF stock?

Of the 26 institutional investors that purchased Invesco S&P 500 Enhanced Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Avestar Capital LLC ($372.18K), Goodman Advisory Group LLC ($259.91K), Clear Creek Financial Management LLC ($164.64K), Raymond James Financial Services Advisors Inc. ($91.28K), Xponance Inc. ($88.70K), Armbruster Capital Management Inc. ($81.48K), and LPL Financial LLC ($60.58K).

How much institutional buying is happening at Invesco S&P 500 Enhanced Value ETF?

Institutional investors have bought a total of 1,352,943 shares in the last 24 months. This purchase volume represents approximately $57.62M in transactions.

Which Invesco S&P 500 Enhanced Value ETF major shareholders have been selling company stock?

Of the 17 institutional investors that sold Invesco S&P 500 Enhanced Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Avestar Capital LLC ($644.44K), Goodman Advisory Group LLC ($331.83K), Balentine LLC ($63.16K), Raymond James Financial Services Advisors Inc. ($54.08K), LPL Financial LLC ($24.79K), Raymond James & Associates ($16.27K), and Koss Olinger Consulting LLC ($14.83K).

How much institutional selling is happening at Invesco S&P 500 Enhanced Value ETF?

Institutional investors have sold a total of 1,195,581 shares in the last 24 months. This volume of shares sold represents approximately $46.52M in transactions.


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This page (NYSEARCA:SPVU) was last updated on 5/18/2024 by MarketBeat.com Staff

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