Invesco S&P 500 Minimum VariSPMVETF

13F holders, Q1 2024 (March 31)
8holders
$42.79avg. 13F price*

At the end of Q1 2024, 8 institutions reported holding Invesco S&P 500 Minimum Vari (SPMV) in their 13F filings. The largest holders were Trilogy Capital Inc. ($4.5M), Invesco Ltd. ($2.2M) and LPL Financial LLC ($610K).

Company
Invesco S&P 500 Minimum Vari
CUSIP
46138E347
Latest filing quarter
Q4 2025

History

Number of 13F holders

02468 Q1 2024: 8Q1 2024Q2 2024: 7Q2 2024Q3 2024: 8Q3 2024Q4 2024: 8Q4 2024Q1 2025: 6Q1 2025Q2 2025: 7Q2 2025Q3 2025: 7Q3 2025Q4 2025: 7Q4 2025

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$214
Exits0$0

Ownership 8 holders

Trilogy Capital Inc. 0.26% Add +64.9% 104,190 $4.5M
Invesco Ltd. 0.00% Add +2.7% 51,333 $2.2M
LPL Financial LLC 0.00% Reduce -26.8% 14,259 $610K
Susquehanna International Group, LLP 0.00% Reduce -5.9% 4,984 $213K
Osaic Holdings, Inc. 0.00% No change 1,025 $44K
PSI Advisors, LLC 0.00% No change 250 $11K
Global Retirement Partners, LLC 0.00% No change 50 $2K
UBS Group AG 0.00% New 5 $214

"% 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.