SPVU Institutional Ownership & Shareholders
INVESCO S&P 500 ENHANCED VAL (SPVU) is currently held by 51 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $77.20M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SPVU tracked by InsiderSet, reporting ownership valued at approximately $23.51M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $20.62M, representing an estimated loss of -12.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed SPVU value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Invesco Ltd., and several other long-term asset managers with concentrated positions in INVESCO S&P 500 ENHANCED VAL (SPVU).
This page ranks the largest institutional SPVU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
51
Total Reported Value
$77.20M
Largest Holder
Lpl Financial Llc
Largest Position
$23.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 336,385 | $23,508,809 | $20,620,401 | -$2,888,409 | -12.29% | |
| Bank Of America Corp | 0.00% | 185,910 | $12,992,622 | $11,396,283 | -$1,596,339 | -12.29% | |
| Invesco Ltd. | 0.00% | 152,533 | $10,660,028 | $9,350,273 | -$1,309,755 | -12.29% | |
| Armbruster Capital Management, Inc. | 1.47% | 151,578 | $9,791,181 | $9,291,731 | -$499,450 | -5.10% | |
| Lmcg Investments, Llc | 0.14% | 39,303 | $2,538,777 | $2,409,274 | -$129,503 | -5.10% | |
| Massmutual Private Wealth & Trust, Fsb | 0.03% | 19,889 | $1,284,730 | $1,219,196 | -$65,534 | -5.10% | |
| Ifp Advisors, Inc | 0.02% | 19,431 | $1,255,145 | $1,191,120 | -$64,025 | -5.10% | |
| Raymond James Financial Inc | 0.00% | 17,909 | $1,251,601 | $1,097,822 | -$153,779 | -12.29% | |
| Arrowroot Family Office, Llc | 0.31% | 15,583 | $1,089,011 | $955,238 | -$133,773 | -12.28% | |
| Equitable Holdings, Inc. | 0.01% | 15,069 | $1,053,087 | $923,730 | -$129,357 | -12.28% | |
| Ubs Group Ag | 0.00% | 14,488 | $1,012,523 | $888,114 | -$124,409 | -12.29% | |
| Envestnet Asset Management Inc | 0.00% | 13,264 | $926,991 | $813,083 | -$113,908 | -12.29% | |
| Paragon Capital Management Ltd | 0.14% | 11,834 | $764,431 | $725,424 | -$39,007 | -5.10% | |
| Farther Finance Advisors, Llc | 0.00% | 10,882 | $702,918 | $667,067 | -$35,851 | -5.10% | |
| Osaic Holdings, Inc. | 0.00% | 9,552 | $667,602 | $585,538 | -$82,064 | -12.29% | |
| Concurrent Investment Advisors, Llc | 0.00% | 9,281 | $599,524 | $568,925 | -$30,599 | -5.10% | |
| Koss-Olinger Consulting, Llc | 0.04% | 8,331 | $582,257 | $510,690 | -$71,567 | -12.29% | |
| Susquehanna International Group, Llp | 0.00% | 8,200 | $573,071 | $502,660 | -$70,411 | -12.29% | |
| Highpoint Advisor Group Llc | 0.02% | 6,519 | $455,591 | $399,615 | -$55,976 | -12.29% | |
| Citadel Advisors Llc | 0.00% | 5,700 | $398,354 | $349,410 | -$48,944 | -12.29% | |
| Truist Financial Corp | 0.00% | 5,831 | $376,653 | $357,440 | -$19,213 | -5.10% | |
| Cetera Investment Advisers | 0.00% | 5,311 | $371,176 | $325,564 | -$45,612 | -12.29% | |
| Sanctuary Advisors, Llc | 0.00% | 5,200 | $363,435 | $318,760 | -$44,675 | -12.29% | |
| Professional Financial Advisors, Llc | 0.06% | 5,461 | $352,743 | $334,759 | -$17,984 | -5.10% | |
| Mml Investors Services, Llc | 0.00% | 4,614 | $322,432 | $282,838 | -$39,594 | -12.28% | |
| Delta Wealth Advisors Llc | 0.21% | 4,781 | $308,829 | $293,075 | -$15,754 | -5.10% | |
| Sowell Financial Services Llc | 0.01% | 4,387 | $283,401 | $268,923 | -$14,478 | -5.11% | |
| Summit Financial, Llc | 0.00% | 4,030 | $281,643 | $247,039 | -$34,604 | -12.29% | |
| Commonwealth Equity Services, Llc | 0.00% | 4,060 | $262,290 | $248,878 | -$13,412 | -5.11% | |
| Perennial Investment Advisors, Llc | 0.02% | 3,391 | $236,986 | $207,868 | -$29,118 | -12.29% | |
| Sequent Planning Llc | 0.05% | 3,287 | $229,730 | $201,493 | -$28,237 | -12.29% | |
| Level Four Advisory Services, Llc | 0.01% | 3,233 | $225,944 | $198,183 | -$27,761 | -12.29% | |
| Advisory Services Network, Llc | 0.00% | 3,020 | $211,058 | $185,126 | -$25,932 | -12.29% | |
| Goldman Sachs Group Inc | 0.00% | 2,952 | $206,306 | $180,958 | -$25,348 | -12.29% | |
| Alesco Advisors, Llc, An Esl Co | 0.00% | 2,900 | $202,671 | $177,770 | -$24,901 | -12.29% | |
| Ameritas Investment Partners, Inc. | 0.00% | 2,446 | $170,910 | $149,940 | -$20,970 | -12.27% | |
| Royal Bank Of Canada | 0.00% | 2,325 | $162,000 | $142,523 | -$19,478 | -12.02% | |
| Morgan Stanley | 0.00% | 2,001 | $139,875 | $122,661 | -$17,214 | -12.31% | |
| Creative Financial Designs Inc | 0.01% | 1,958 | $136,838 | $120,025 | -$16,813 | -12.29% | |
| Lri Investments, Llc | 0.00% | 766 | $53,533 | $46,956 | -$6,577 | -12.29% | |
| Synergy Investment Management, Llc | 0.01% | 648 | $45,286 | $39,722 | -$5,564 | -12.29% | |
| Capital Investment Advisory Services, Llc | 0.00% | 481 | $31,077 | $29,485 | -$1,592 | -5.12% | |
| Fmr Llc | 0.00% | 334 | $23,324 | $20,474 | -$2,850 | -12.22% | |
| Addison Advisors Llc | 0.01% | 310 | $21,665 | $19,003 | -$2,662 | -12.29% | |
| Geneos Wealth Management Inc. | 0.00% | 200 | $13,978 | $12,260 | -$1,718 | -12.29% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 200 | $13,977 | $12,260 | -$1,717 | -12.28% | |
| Vision Financial Markets Llc | 0.01% | 211 | $13,772 | $12,934 | -$838 | -6.08% | |
| Private Trust Co Na | 0.00% | 197 | $12,725 | $12,076 | -$649 | -5.10% | |
| Newedge Advisors, Llc | 0.00% | 154 | $10,763 | $9,440 | -$1,323 | -12.29% | |
| Assetmark, Inc | 0.00% | 72 | $4,651 | $4,414 | -$237 | -5.10% |
Frequently asked questions about SPVU
Who are the largest institutional holders of SPVU?
The largest institutional holders of SPVU reported in the latest SEC Form 13F filings include Lpl Financial Llc, Bank Of America Corp, Invesco Ltd., Armbruster Capital Management, Inc., and Lmcg Investments, Llc. InsiderSet ranks institutional holders by their latest reported SPVU position.
What is SPVU institutional ownership?
This page tracks SPVU positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P 500 ENHANCED VAL (SPVU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPVU?
InsiderSet currently tracks 51 institutional managers reporting SPVU holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPVU shareholders.
How much SPVU stock do institutions own?
Institutional investment managers disclosed approximately $77.20M in SPVU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPVU institutional ownership last updated?
The latest SPVU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPVU holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPVU position after the reporting date.
Are institutions buying or selling SPVU?
Institutional buying and selling can be analyzed by comparing SPVU positions across consecutive 13F reporting periods. InsiderSet's SPVU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPVU ownership changes.
How has SPVU institutional ownership changed over time?
InsiderSet tracks SPVU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.