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 | Added to | 196,116 | 13,512 | 0.0% | 0.0% | 1 | +56,858 | 40.83% | Q1 2026 | May 06, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 172,124 | 11,859 | 4.91% | 4.76% | 2 | -2,550 | -1.46% | Q1 2026 | May 07, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 159,658 | 11,000 | 4.61% | 4.48% | 3 | +1,872 | 1.19% | Q1 2026 | Apr 29, 2026 |
| Tactive Advisors, LLC | History | New | 90,263 | 6,219 | 1.75% | — | 4 | +90,263 | New | Q1 2026 | Apr 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 53,838 | 3,709 | 0.0% | 0.01% | 5 | -200,213 | -78.81% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 32,086 | 2,210 | 0.0% | 0.0% | 6 | -5,190 | -13.92% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 20,613 | 1,418 | 0.02% | — | 7 | +20,613 | New | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 20,488 | 1,411 | 0.0% | 0.0% | 8 | +1,246 | 6.48% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 19,899 | 1,371 | 0.0% | 0.0% | 9 | +16,319 | 455.84% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 17,660 | 1,198 | 0.0% | 0.0% | 10 | +8,797 | 99.26% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 12,944 | 891 | 0.0% | 0.0% | 11 | +8,377 | 183.42% | Q1 2026 | Jun 02, 2026 |
| Perennial Investment Advisors, LLC | History | New | 8,662 | 596 | 0.05% | — | 12 | +8,662 | New | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 8,585 | 591 | 0.04% | — | 13 | +8,585 | New | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 7,182 | 494 | 0.0% | 0.0% | 14 | -15,127 | -67.81% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 6,796 | 468 | 0.01% | — | 15 | +6,796 | New | Q1 2026 | May 15, 2026 |
| Cooper Financial Group | History | Reduced | 6,670 | 459 | 0.05% | 0.06% | 16 | -1,501 | -18.37% | Q1 2026 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,431 | 443 | 0.0% | 0.0% | 17 | +4,856 | 308.32% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 5,942 | 409 | 0.0% | — | 18 | +5,942 | New | Q1 2026 | May 01, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,620 | 318 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,206 | 220 | 0.0% | 0.0% | 20 | +106 | 3.42% | Q1 2026 | May 15, 2026 |
| Accent Capital Management, LLC | History | No change | 1,000 | 68 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 613 | 42 | 0.0% | 0.0% | 22 | -177 | -22.41% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 634 | 42 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ABOUND FINANCIAL, LLC | History | Added to | 562 | 38 | 0.02% | 0.01% | 24 | +3 | 0.54% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | No change | 400 | 27 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Root Financial Partners, LLC | History | New | 283 | 19 | 0.0% | — | 26 | +283 | New | Q1 2026 | Apr 24, 2026 |
| Sound Income Strategies, LLC | History | No change | 209 | 14 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | New | 114 | 7 | 0.0% | — | 28 | +114 | New | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 76 | 5 | 0.0% | 0.0% | 29 | +14 | 22.58% | Q1 2026 | Apr 13, 2026 |
| Key FInancial Inc | History | No change | 59 | 4 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,536 | -100.0% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,103 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Larson Financial Group LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -547 | -99.82% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |