Invesco S&P 500 Minimum VariSPMVETF
13F holders, Q4 2025 (December 31)7holders
1new positions
1sold out
$50.45avg. 13F price*
At the end of Q4 2025, 7 institutions reported holding Invesco S&P 500 Minimum Vari (SPMV) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($554K), Richmond Investment Services, LLC ($229K) and Osaic Holdings, Inc. ($23K).
- Company
- Invesco S&P 500 Minimum Vari
- CUSIP
- 46138E347
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $50 |
| Exits | 1 | $304K |
All 13F filers, Q3 2025 → Q4 2025: 84 shares bought and 7,077 shares sold, net −6,993 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| LPL Financial LLC | 0.00% | Reduce -1.9% | 10,984 | $554K |
| Richmond Investment Services, LLC | 0.04% | Reduce -12.5% | 4,534 | $229K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.2% | 455 | $23K |
| UBS Group AG | 0.00% | Add +1185.7% | 90 | $5K |
| Global Retirement Partners, LLC | 0.00% | No change | 50 | $3K |
| Citigroup Inc. | 0.00% | New | 1 | $50 |
| Morgan Stanley | 0.00% | No change | 1 | $50 |
"% of holder's portfolio" is SPMV's weight in each manager's 13F, not the share of Invesco S&P 500 Minimum Vari the manager owns.