Invesco S&P 500 Minimum VariSPMVETF

13F holders, Q3 2025 (September 30)
7holders
2new positions
1sold out
$49.70avg. 13F price*

At the end of Q3 2025, 7 institutions reported holding Invesco S&P 500 Minimum Vari (SPMV) in their 13F filings, unchanged from Q2 2025. 2 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($556K), Susquehanna International Group, LLP ($304K) and Richmond Investment Services, LLC ($258K).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions2$304K
Exits1$235K

All 13F filers, Q2 2025 → Q3 2025: 6,229 shares bought and 6,568 shares sold, net −339 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

LPL Financial LLC 0.00% Reduce -0.6% 11,193 $556K
Susquehanna International Group, LLP 0.00% New 6,110 $304K
Richmond Investment Services, LLC 0.05% Reduce -22.7% 5,184 $258K
Osaic Holdings, Inc. 0.00% Add +26.8% 563 $28K
Global Retirement Partners, LLC 0.00% No change 50 $2K
UBS Group AG 0.00% Reduce -94.5% 7 $348
Morgan Stanley 0.00% No change 1 $50

"% 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.