INVESCO EXCHANGE-TRADED FUND TRUST - SPVM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 193,280 | 14,382 | 0.0% | 0.0% | 1 | -2,836 | -1.45% | Q2 2026 | Aug 07, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 173,484 | 12,909 | 4.84% | 4.91% | 2 | +1,360 | 0.79% | Q2 2026 | Jul 24, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 167,795 | 12,486 | 4.4% | 4.61% | 3 | +8,137 | 5.1% | Q2 2026 | Jul 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 76,585 | 5,699 | 0.0% | 0.0% | 4 | +22,747 | 42.25% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 42,156 | 3,136 | 0.0% | 0.0% | 5 | +10,070 | 31.38% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 31,544 | 2,369 | 0.0% | 0.0% | 6 | +13,884 | 78.62% | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 28,634 | 2,130 | 0.14% | 0.05% | 7 | +19,972 | 230.57% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 21,969 | 1,635 | 0.02% | 0.02% | 8 | +1,356 | 6.58% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 19,843 | 1,476 | 0.0% | 0.0% | 9 | -56 | -0.28% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 19,508 | 1,451 | 0.0% | 0.0% | 10 | -980 | -4.78% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 15,216 | 1,132 | 0.04% | — | 11 | +15,216 | New | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 14,177 | 1,055 | 0.05% | 0.04% | 12 | +5,592 | 65.14% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Added to | 12,710 | 945 | 0.0% | 0.0% | 13 | +5,528 | 76.97% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,729 | 798 | 0.0% | 0.0% | 14 | +4,298 | 66.83% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 8,498 | 632 | 0.0% | 0.0% | 15 | +2,556 | 43.02% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 5,070 | 377 | 0.0% | — | 16 | +5,070 | New | Q2 2026 | Sep 02, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 5,032 | 374 | 0.04% | — | 17 | +5,032 | New | Q2 2026 | Jul 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,620 | 343 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,567 | 339 | 0.0% | 0.0% | 19 | -8,377 | -64.72% | Q2 2026 | Aug 12, 2026 |
| Nvest Financial, LLC | History | New | 4,171 | 310 | 0.1% | — | 21 | +4,171 | New | Q2 2026 | Jul 30, 2026 |
| Cooper Financial Group | History | Reduced | 4,167 | 310 | 0.03% | 0.05% | 20 | -2,503 | -37.53% | Q2 2026 | Jul 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 3,715 | 276 | 0.0% | — | 22 | +3,715 | New | Q2 2026 | Aug 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 3,270 | 247 | 0.0% | — | 23 | +3,270 | New | Q2 2026 | Jul 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 3,097 | 230 | 0.0% | 0.0% | 24 | -109 | -3.4% | Q2 2026 | Aug 19, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 2,795 | 207 | 0.0% | — | 25 | +2,795 | New | Q2 2026 | Jul 29, 2026 |
| Accent Capital Management, LLC | History | No change | 1,000 | 74 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 874 | 65 | 0.0% | 0.01% | 27 | -5,922 | -87.14% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 649 | 48 | 0.0% | 0.0% | 28 | +36 | 5.87% | Q2 2026 | Aug 14, 2026 |
| ABOUND FINANCIAL, LLC | History | Added to | 564 | 41 | 0.02% | 0.02% | 29 | +2 | 0.36% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 419 | 31 | 0.0% | 0.0% | 30 | +343 | 451.32% | Q2 2026 | Jul 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 400 | 29 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cape Investment Advisory, Inc. | History | New | 361 | 26 | 0.01% | — | 32 | +361 | New | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | Added to | 257 | 19 | 0.0% | — | 33 | +250 | 3571.43% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 205 | 15 | 0.0% | — | 34 | +205 | New | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | New | 200 | 14 | 0.0% | — | 35 | +200 | New | Q2 2026 | Jul 30, 2026 |
| CWM, LLC | History | No change | 114 | 7 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Key FInancial Inc | History | No change | 59 | 4 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 31 | 2 | 0.0% | — | 38 | +31 | New | Q2 2026 | Aug 13, 2026 |
| Tactive Advisors, LLC | History | Closed out | 0 | 0 | — | 1.75% | — | -90,263 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -283 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -209 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Sunbelt Securities, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |