Invesco S&P 500 Value With MSPVMETF
13F holders, Q1 2024 (March 31)21holders
1famous investor
$56.39avg. 13F price*
At the end of Q1 2024, 21 institutions reported holding Invesco S&P 500 Value With M (SPVM) in their 13F filings. The largest holders were Cooper Financial Group ($3.2M), Morgan Stanley ($2.6M) and LPL Financial LLC ($2.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Value With M
- CUSIP
- 46137V423
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.2M |
| Exits | 0 | $0 |
Ownership 21 holders
| Cooper Financial Group | 0.52% | Reduce -22.7% | 56,023 | $3.2M |
| Morgan Stanley | 0.00% | Add +1.7% | 45,385 | $2.6M |
| LPL Financial LLC | 0.00% | Reduce -6.0% | 42,202 | $2.4M |
| Bank of America Corp. | 0.00% | Reduce -4.4% | 32,021 | $1.8M |
| Citadel Advisors | 0.00% | New | 24,840 | $1.4M |
| IFG Advisory, LLC | 0.06% | Reduce -0.4% | 13,306 | $750K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -6.7% | 12,795 | $722K |
| Susquehanna International Group, LLP | 0.00% | New | 12,144 | $685K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.1% | 6,303 | $355K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.7% | 6,058 | $342K |
| Royal Bank of Canada | 0.00% | Add +65.0% | 5,921 | $334K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +42.7% | 3,863 | $218K |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.1% | 2,877 | $162K |
| Bank of Montreal | 0.00% | New | 2,117 | $119K |
| Jones Financial Companies LLLP | 0.00% | New | 700 | $39K |
| Clearstead Advisors, LLC | 0.00% | Reduce -35.6% | 400 | $22K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +0.4% | 270 | $15K |
| UBS Group AG | 0.00% | Add +238.5% | 220 | $12K |
| Key Financial Inc | 0.00% | No change | 143 | $8K |
| FMR LLC | 0.00% | New | 1 | $56 |
| Wells Fargo & Company | 0.00% | No change | 1 | $50 |
"% of holder's portfolio" is SPVM's weight in each manager's 13F, not the share of Invesco S&P 500 Value With M the manager owns.