INVESCO S&P 500 ENHANCED VAL (SPVU) Institutional Ownership Changes & 13F Activity

INVESCO S&P 500 ENHANCED VAL (SPVU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Bank Of America Corp, Lpl Financial Llc, Susquehanna International Group, Llp, and Equitable Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+2,202+19.9%13,264$926.99KQ2 2026Sep 23, 2026
Citadel Advisors LlcBuy+5,700—5,700$398.35KQ2 2026Sep 02, 2026
Equitable Holdings, Inc.Buy+15,069—15,069$1.05MQ2 2026Aug 17, 2026
Invesco Ltd.Buy+152,533—152,533$10.66MQ2 2026Aug 14, 2026
Bank Of America CorpSell-68,267-26.9%185,910$12.99MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-16,246-66.5%8,200$573.07KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+9,755+119.6%17,909$1.25MQ2 2026Aug 14, 2026
Sequent Planning LlcSell-7,298-68.9%3,287$229.73KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+2,952—2,952$206.31KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+866+10.0%9,552$667.60KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-114-4.7%2,325$162.00KQ2 2026Aug 14, 2026
Synergy Investment Management, LlcSell-107-14.2%648$45.29KQ2 2026Aug 14, 2026
Ameritas Investment Partners, Inc.Buy+2,446—2,446$170.91KQ2 2026Aug 13, 2026
Ubs Group AgBuy+318+2.2%14,488$1.01MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-314-5.7%5,200$363.44KQ2 2026Aug 13, 2026
Morgan StanleyBuy+1+0.1%2,001$139.88KQ2 2026Aug 13, 2026
Summit Financial, LlcBuy+4,030—4,030$281.64KQ2 2026Aug 12, 2026
Advisory Services Network, LlcSell-475-13.6%3,020$211.06KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-173-3.2%5,311$371.18KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+154—154$10.76KQ2 2026Aug 12, 2026
Koss-Olinger Consulting, LlcSell-11,797-58.6%8,331$582.26KQ2 2026Aug 10, 2026
Level Four Advisory Services, LlcBuy+3,233—3,233$225.94KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+22,431+7.1%336,385$23.51MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+4,614—4,614$322.43KQ2 2026Aug 07, 2026
Arrowroot Family Office, LlcBuy+131+0.8%15,583$1.09MQ2 2026Aug 06, 2026
Alesco Advisors, Llc, An Esl CoBuy+2,900—2,900$202.67KQ2 2026Aug 05, 2026
Highpoint Advisor Group LlcSell-46-0.7%6,519$455.59KQ2 2026Aug 05, 2026
Sage Mountain Advisors LlcBuy+5+0.3%1,805$126.12KQ2 2026Aug 05, 2026
Commonwealth Equity Services, LlcBuy+3,956—3,956$276.45KQ2 2026Jul 29, 2026
Paragon Capital Management LtdBuy+32+0.3%11,885$830.63KQ2 2026Jul 29, 2026
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Frequently asked questions about SPVU activity

  • Which institutional owners are buying SPVU?

    Institutional owners buying SPVU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SPVU activity?

    "Buy" means an investor increased their reported position in SPVU compared to the prior reporting period. This reflects growing exposure to INVESCO S&P 500 ENHANCED VAL (SPVU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SPVU increasing?

    Institutional interest in SPVU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.