Invesco S&P 500 Minimum VariSPMVETF

13F holders, Q4 2024 (December 31)
8holders
0new positions
0sold out
1famous investor
$45.90avg. 13F price*

At the end of Q4 2024, 8 institutions reported holding Invesco S&P 500 Minimum Vari (SPMV) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Invesco Ltd. ($2.0M), LPL Financial LLC ($485K) and Citadel Advisors ($242K). 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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 200 shares bought and 2,871 shares sold, net −2,671 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Invesco Ltd. 0.00% No change 44,420 $2.0M
LPL Financial LLC 0.00% Reduce -0.4% 10,558 $485K
Citadel Advisors 0.00% Reduce -31.5% 5,282 $242K
Osaic Holdings, Inc. 0.00% Add +66.7% 500 $23K
PSI Advisors, LLC 0.00% No change 250 $11K
UBS Group AG 0.00% Reduce -69.8% 172 $8K
Global Retirement Partners, LLC 0.00% No change 50 $2K
Morgan Stanley 0.00% No change 1 $46

"% 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.