Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / S&P 500 VLU MOMN
-
Total 13F shares
-
857,134
-
Share change
-
+269,117
-
Total reported value
-
$58,103,166
-
Price per share
-
$67.79
-
Number of holders
-
28
-
Value change
-
+$18,243,427
-
Number of buys
-
17
-
Number of sells
-
7
Institutional Holders of INVESCO EXCHANGE TRADED FD T - S&P 500 VLU MOMN (SPVM) as of Q4 2025
As of 31 Dec 2025,
INVESCO EXCHANGE TRADED FD T - S&P 500 VLU MOMN (SPVM) was held by
28 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
857,134 shares.
The largest 10 holders included
RAYMOND JAMES FINANCIAL INC, Beta Wealth Group, Inc., CAPSTONE WEALTH MANAGEMENT GROUP, LLC, LPL Financial LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, AMERIPRISE FINANCIAL INC, IFG Advisory, LLC, JONES FINANCIAL COMPANIES LLLP, and Cooper Financial Group.
This page lists
28
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.