Invesco S&P 500 Minimum VariSPMVETF
13F holders, Q2 2025 (June 30)7holders +1
1new positions
1sold out
$48.34avg. 13F price*
At the end of Q2 2025, 7 institutions reported holding Invesco S&P 500 Minimum Vari (SPMV) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($544K), Richmond Investment Services, LLC ($324K) and Alterna Wealth Management, Inc. ($235K).
- Company
- Invesco S&P 500 Minimum Vari
- CUSIP
- 46138E347
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $324K |
| Exits | 1 | $2.1M |
All 13F filers, Q1 2025 → Q2 2025: 6,724 shares bought and 44,845 shares sold, net −38,121 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| LPL Financial LLC | 0.00% | Reduce -3.2% | 11,260 | $544K |
| Richmond Investment Services, LLC | 0.07% | New | 6,704 | $324K |
| Alterna Wealth Management, Inc. | 0.19% | No change | 4,861 | $235K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.2% | 444 | $21K |
| UBS Group AG | 0.00% | Add +18.7% | 127 | $6K |
| Global Retirement Partners, LLC | 0.00% | — | 50 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $48 |
"% 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.