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 | No change | 193,280 | 14,382 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beta Wealth Group, Inc. | History | No change | 173,484 | 12,909 | 4.84% | 4.84% | 2 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 152,218 | 10,008 | 4.24% | 4.4% | 3 | -15,577 | -9.28% | Q3 2026 | Nov 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 76,585 | 5,699 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 42,156 | 3,136 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 31,544 | 2,369 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 28,634 | 2,130 | 0.14% | 0.14% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 21,969 | 1,635 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 19,843 | 1,476 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 19,508 | 1,451 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 15,216 | 1,132 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 14,177 | 1,055 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 12,710 | 945 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 12,001 | 870 | 0.0% | 0.0% | 14 | +3,503 | 41.22% | Q3 2026 | Nov 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 10,729 | 798 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,070 | 377 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 5,032 | 374 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,567 | 339 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,620 | 334 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Nvest Financial, LLC | History | No change | 4,171 | 310 | 0.1% | 0.1% | 20 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cooper Financial Group | History | Reduced | 3,984 | 288 | 0.02% | 0.03% | 21 | -183 | -4.39% | Q3 2026 | Oct 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,715 | 276 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,097 | 230 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,934 | 218 | 0.0% | 0.0% | 24 | -336 | -10.28% | Q3 2026 | Oct 13, 2026 |
| Accent Capital Management, LLC | History | No change | 1,000 | 74 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 874 | 65 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 697 | 50 | 0.0% | 0.0% | 27 | +278 | 66.35% | Q3 2026 | Oct 16, 2026 |
| ROYAL BANK OF CANADA | History | No change | 649 | 48 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 564 | 41 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 400 | 29 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 362 | 26 | 0.01% | 0.01% | 31 | +1 | 0.28% | Q3 2026 | Oct 13, 2026 |
| Root Financial Partners, LLC | History | New | 283 | 20 | 0.0% | — | 32 | +283 | New | Q3 2026 | Oct 21, 2026 |
| FMR LLC | History | No change | 257 | 19 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 205 | 15 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 200 | 14 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Key FInancial Inc | History | No change | 59 | 4 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,795 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Larson Financial Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |