Invesco S&P 500 Minimum VariSPMVETF
13F holders, Q3 2024 (September 30)8holders +1
1new positions
0sold out
1famous investor
$46.79avg. 13F price*
At the end of Q3 2024, 8 institutions reported holding Invesco S&P 500 Minimum Vari (SPMV) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Invesco Ltd. ($2.1M), LPL Financial LLC ($496K) and Citadel Advisors ($361K). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $47 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 2,454 shares bought, net +2,454 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Invesco Ltd. | 0.00% | No change | 44,420 | $2.1M |
| LPL Financial LLC | 0.00% | Add +19.5% | 10,605 | $496K |
| Citadel Advisors | 0.00% | Add +2.9% | 7,709 | $361K |
| UBS Group AG | 0.00% | Add +832.8% | 569 | $27K |
| Osaic Holdings, Inc. | 0.00% | No change | 300 | $14K |
| PSI Advisors, LLC | 0.00% | No change | 250 | $12K |
| Global Retirement Partners, LLC | 0.00% | No change | 50 | $2K |
| Morgan Stanley | 0.00% | New | 1 | $47 |
"% 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.