INVESCO EXCHANGE-TRADED FUND TRUST - SPVM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 254,051 | 17,221 | 0.01% | 0.0% | 1 | +234,480 | 1198.1% | Q4 2025 | Feb 18, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 174,674 | 11,840 | 4.76% | 4.62% | 2 | -3,285 | -1.85% | Q4 2025 | Feb 13, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 157,786 | 10,695 | 4.48% | 4.24% | 3 | +5,568 | 3.66% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 139,258 | 9,439 | 0.0% | 0.0% | 4 | +23,353 | 20.15% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 37,276 | 2,526 | 0.0% | 0.0% | 5 | +114 | 0.31% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 22,309 | 1,512 | 0.0% | 0.0% | 6 | +1,155 | 5.46% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 19,242 | 1,304 | 0.0% | 0.0% | 7 | +868 | 4.72% | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | No change | 12,536 | 849 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,863 | 600 | 0.0% | 0.0% | 9 | +3,519 | 65.85% | Q4 2025 | Feb 17, 2026 |
| Cooper Financial Group | History | Reduced | 8,171 | 553 | 0.06% | 0.07% | 10 | -1,442 | -15.0% | Q4 2025 | Jan 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,620 | 313 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,567 | 309 | 0.0% | 0.0% | 12 | -306 | -6.28% | Q4 2025 | Feb 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,580 | 242 | 0.0% | 0.0% | 13 | -1,000 | -21.83% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,100 | 210 | 0.0% | — | 14 | +3,100 | New | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,575 | 106 | 0.0% | 0.0% | 15 | +2 | 0.13% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,103 | 74 | 0.0% | — | 16 | +1,103 | New | Q4 2025 | Feb 13, 2026 |
| Accent Capital Management, LLC | History | No change | 1,000 | 67 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 790 | 54 | 0.0% | — | 18 | +790 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 634 | 42 | 0.0% | — | 19 | +634 | New | Q4 2025 | Feb 17, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 559 | 37 | 0.01% | — | 21 | +559 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | New | 548 | 37 | 0.0% | — | 20 | +548 | New | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 400 | 27 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | New | 209 | 14 | 0.0% | — | 23 | +209 | New | Q4 2025 | Jan 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 150 | 10 | 0.0% | — | 24 | +150 | New | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | New | 62 | 4 | 0.0% | — | 25 | +62 | New | Q4 2025 | Feb 06, 2026 |
| Key FInancial Inc | History | Reduced | 59 | 3 | 0.0% | 0.0% | 26 | -84 | -58.74% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -172 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 10, 2025 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |