Who Owns INVESCO EXCHANGE TRADED FD (SPVM)? -- Institutional Holders (2026-03-31)
36 institutions reported holding $58.1M of INVESCO EXCHANGE TRADED FD (SPVM) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($13.5M), Beta Wealth Group, Inc. ($11.9M), CAPSTONE WEALTH MANAGEMENT GROUP, LLC ($11.0M), Tactive Advisors, LLC ($6.2M), RAYMOND JAMES FINANCIAL INC ($3.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $13.5M | 196,116 | Added |
| 2 | Beta Wealth Group, Inc. | $11.9M | 172,124 | Trimmed |
| 3 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $11.0M | 159,658 | Added |
| 4 | Tactive Advisors, LLC | $6.2M | 90,263 | New |
| 5 | RAYMOND JAMES FINANCIAL INC | $3.7M | 53,838 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $2.2M | 32,086 | Trimmed |
| 7 | HARBOUR INVESTMENTS, INC. | $1.4M | 20,613 | New |
| 8 | AMERIPRISE FINANCIAL INC | $1.4M | 20,488 | Added |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 19,899 | Added |
| 10 | JONES FINANCIAL COMPANIES LLLP | $1.2M | 17,660 | Added |
| 11 | Perennial Investment Advisors, LLC | $596,921 | 8,662 | New |
| 12 | THOROUGHBRED FINANCIAL SERVICES, LLC | $591,000 | 8,585 | New |
| 13 | MORGAN STANLEY | $494,864 | 7,182 | Trimmed |
| 14 | Tower Research Capital LLC (TRC) | $468,244 | 6,796 | New |
| 15 | Cooper Financial Group | $459,561 | 6,670 | Trimmed |
| 16 | OSAIC HOLDINGS, INC. | $443,125 | 6,431 | Added |
| 17 | Thrivent Financial for Lutherans | $409,000 | 5,942 | New |
| 18 | PRIVATE TRUST CO NA | $318,318 | 4,620 | Hold |
| 19 | MERCER GLOBAL ADVISORS INC /ADV | $220,893 | 3,206 | Added |
| 20 | Accent Capital Management, LLC | $68,900 | 1,000 | Hold |
| 21 | Royal Bank of Canada | $42,000 | 613 | Trimmed |
| 22 | ABOUND FINANCIAL, LLC | $38,705 | 562 | Added |
| 23 | Clearstead Advisors, LLC | $27,560 | 400 | Hold |
| 24 | Root Financial Partners, LLC | $19,499 | 283 | New |
| 25 | Sound Income Strategies, LLC | $14,440 | 209 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31