Invesco S&P 500 Minimum VariSPMVETF
13F holders, Q2 2024 (June 30)7holders −1
1new positions
2sold out
1famous investor
$43.70avg. 13F price*
At the end of Q2 2024, 7 institutions reported holding Invesco S&P 500 Minimum Vari (SPMV) in their 13F filings, down 1 from Q1 2024. 1 opened new positions and 2 sold out. The largest holders were Invesco Ltd. ($1.9M), LPL Financial LLC ($388K) and Citadel Advisors ($328K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Minimum Vari
- CUSIP
- 46138E347
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $328K |
| Exits | 2 | $4.7M |
All 13F filers, Q1 2024 → Q2 2024: 7,551 shares bought and 122,197 shares sold, net −114,646 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Invesco Ltd. | 0.00% | Reduce -13.5% | 44,420 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -37.8% | 8,874 | $388K |
| Citadel Advisors | 0.00% | New | 7,495 | $328K |
| Osaic Holdings, Inc. | 0.00% | Reduce -70.7% | 300 | $13K |
| PSI Advisors, LLC | 0.00% | No change | 250 | $11K |
| UBS Group AG | 0.00% | Add +1120.0% | 61 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 50 | $2K |
"% 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.