SPVM · Invesco S&P 500 Value with Momentum ETF ETF
$77.92
-0.34 (-0.44%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $377,258
Total Shares: 5,070
Institutional Ownership Trend
22 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2025Top Holder
100.0%
+56.3 pts
Top 5
100.0%
+3.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+6,525
Quarterly Activity
vs Mar 31, 2025
New
1
Increased
0
Decreased
0
Sold Out
8
Unchanged
0
Holder count:
-7
Institutional value:
-92.0%
Shares held:
-93.8%
Top New Positions
vs Mar 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 5,070 | $377,258 |
Top Sold-Out Positions
vs Mar 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | 35,746 | $2,050,747 | |
| Mega MORGAN STANLEY | 31,550 | $1,810,023 | |
| Large NewEdge Advisors, LLC | 4,873 | $279,564 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,695 | $269,352 | |
| Mid Tower Research Capital LLC (TRC) | 2,531 | $145,203 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC SPVM | $377,258 | 100.00% | 5,070 | Shares | 2026-09-02 |