Invesco S&P 500 Minimum VariSPMVETF
13F holders, Q1 2025 (March 31)6holders −2
1new positions
2sold out
$46.91avg. 13F price*
At the end of Q1 2025, 6 institutions reported holding Invesco S&P 500 Minimum Vari (SPMV) in their 13F filings, down 2 from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were Invesco Ltd. ($2.1M), LPL Financial LLC ($546K) and Alterna Wealth Management, Inc. ($228K).
- Company
- Invesco S&P 500 Minimum Vari
- CUSIP
- 46138E347
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $228K |
| Exits | 2 | $254K |
All 13F filers, Q4 2024 → Q1 2025: 5,932 shares bought and 5,597 shares sold, net +335 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Invesco Ltd. | 0.00% | No change | 44,420 | $2.1M |
| LPL Financial LLC | 0.00% | Add +10.1% | 11,629 | $546K |
| Alterna Wealth Management, Inc. | 0.17% | New | 4,861 | $228K |
| Osaic Holdings, Inc. | 0.00% | No change | 500 | $23K |
| UBS Group AG | 0.00% | Reduce -37.8% | 107 | $5K |
| Morgan Stanley | 0.00% | No change | 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.