INVESCO S&P 500 VALUE WITH M (SPVM) Institutional Ownership and Insiders Activity
INVESCO S&P 500 VALUE WITH M (SPVM) is widely held by institutional investors, with 40 firms reporting positions valued at approximately $65.64M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is the largest disclosed holder, reporting approximately $14.38M in SPVM holdings in its latest filing.
Institutional Holders
40
Total Reported Value
$65.64M
Largest Holder
Lpl Financial Llc
Largest Position
$14.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
14
Funds Exiting Positions
5
Top Institutional Owners
View allInvestorReported Balance
- Lpl Financial Llc$14.38M
- Beta Wealth Group, Inc.$12.91M
- Capstone Wealth Management Group, Llc$12.49M
- Raymond James Financial Inc$5.70M
- Bank Of America Corp$3.14M