INVESCO S&P 500 ENHANCED VAL (SPVU) Institutional Shareholders

INVESCO S&P 500 ENHANCED VAL (SPVU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $70.65M in SPVU holdings during the latest filing period.

Lpl Financial Llc is currently the largest disclosed institutional shareholder of SPVU tracked by InsiderSet, reporting ownership valued at approximately $18.66M in its March 31, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed SPVU value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Armbruster Capital Management, Inc., 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

46

Total Reported Value

$70.65M

Largest Holder

Lpl Financial Llc

Largest Position

$18.66M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

53

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Lpl Financial Llc0.00%313,954$18,663,295
Bank Of America Corp0.00%254,177$15,109,706
Armbruster Capital Management, Inc.1.63%156,628$10,946,214
Invesco Ltd.0.00%152,533$9,067,461
Lmcg Investments, Llc0.13%37,406$2,223,633
Susquehanna International Group, Llp0.00%24,446$1,453,214
Massmutual Private Wealth & Trust, Fsb0.03%18,453$1,289,619
Koss-Olinger Consulting, Llc0.10%20,128$1,196,545
Arrowroot Family Office, Llc0.32%15,452$882,188
Ubs Group Ag0.00%14,170$842,350
Paragon Capital Management Ltd0.16%11,885$830,627
Farther Finance Advisors, Llc0.01%10,876$758,131
Envestnet Asset Management Inc0.00%11,062$657,580
Sequent Planning Llc0.15%10,585$629,257
Avidian Wealth Enterprises, Llc0.02%7,795$544,783
Osaic Holdings, Inc.0.00%8,686$516,405
Raymond James Financial Inc0.00%8,154$484,722
Jane Street Group, Llc0.00%8,140$483,890
Truist Financial Corp0.00%6,262$437,631
Highpoint Advisor Group Llc0.02%6,565$390,245
Professional Financial Advisors, Llc0.07%5,461$381,640
Delta Wealth Advisors Llc0.24%4,781$334,128
Sanctuary Advisors, Llc0.00%5,514$327,802
Cetera Investment Advisers0.00%5,484$326,001
Sowell Financial Services Llc0.01%4,483$313,280
Commonwealth Equity Services, Llc0.00%3,956$276,450
Advisory Services Network, Llc0.00%3,495$207,763
Perennial Investment Advisors, Llc0.02%3,391$201,581
Capital Investment Advisory Services, Llc0.01%2,253$157,422
Royal Bank Of Canada0.00%2,439$145,000
Creative Financial Designs Inc0.01%1,958$136,838
Morgan Stanley0.00%2,000$118,892
Sage Mountain Advisors Llc0.01%1,800$106,990
Lri Investments, Llc0.00%766$53,533
Synergy Investment Management, Llc0.01%755$44,882
Fmr Llc0.00%334$19,840
Addison Advisors Llc0.00%310$18,429
Vision Financial Markets Llc0.01%211$14,403
Private Trust Co Na0.00%197$13,768
Geneos Wealth Management Inc.0.00%200$11,890
Steward Partners Investment Advisory, Llc0.00%200$11,889
Mai Capital Management0.00%188$11,169
Allworth Financial Lp0.00%49$2,913
Northwestern Mutual Wealth Management Co0.00%14$832
Goodman Advisory Group, Llc0.00%2$118
Wells Fargo & Company/Mn0.00%1$55

Frequently asked questions about SPVU

  • Who owns the most SPVU stock?

    The largest holders of SPVU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO S&P 500 ENHANCED VAL (SPVU).

  • Is SPVU widely held by superinvestors?

    Many widely followed stocks like SPVU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPVU is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.