Invesco S&P 500 Value with Momentum

SPVM • ARCA

Invesco S&P 500 Value with Momentum is an exchange-traded fund on ARCA. As of Q3 2025, 22 institutional investors hold shares in this ETF, with total holdings valued at $38.7M. Beta Wealth Group, Inc. is the largest holder with a position valued at $11.7M.

Overview

Overview of institutional ownership in SPVM as of Q3 2025

All Institutions

Institutions: 22
Value Held: $38.7M
Shares Held: 588.0K
Avg Position: $1.8M
Median Position: $312.1K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in SPVM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Beta Wealth Group, Inc. RIA/Wealth	Jodi Trabbic Vleck President	$11.7M 4.91% of portfolio	178.0K shares	Q1 2025 Held for 8 months	$238.4M
CAPSTONE WEALTH MANAGEMENT GROUP, LLC RIA/Wealth	Bryan Adam Kupchik CCO	$10.0M 4.24% of portfolio	152.2K shares	Q1 2025 Held for 8 months	$236.1M
L LPL Financial LLC Institution	-	$7.6M 0.00% of portfolio	115.9K shares	Q4 2020 Held for 4y 11m	$340.07B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$2.4M 0.00% of portfolio	37.2K shares	Q2 2017 Held for 8y 5m	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$1.4M 0.00% of portfolio	21.2K shares	Q2 2017 Held for 8y 5m	$1.65T
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$1.3M 0.00% of portfolio	19.6K shares	Q4 2024 Held for 11 months	$310.43B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$1.2M 0.00% of portfolio	18.4K shares	Q2 2025 Held for 5 months	$433.11B
IFG Advisory, LLC RIA/Wealth	John Land Bridgers CEO	$824.3K 0.04% of portfolio	12.5K shares	Q2 2022 Held for 3y 5m	$2.2B
Cooper Financial Group RIA/Wealth	Arthur Young Cooper Managing Partner	$632.1K 0.07% of portfolio	9.6K shares	Q2 2022 Held for 3y 5m	$903.5M
J JONES FINANCIAL COMPANIES LLLP Institution	-	$350.2K 0.00% of portfolio	5.3K shares	Q1 2024 Held for 1y 8m	$146.70B

Net Capital Flow

Institutional buying and selling activity for SPVM in Q3 2025

Traded: +$8.5M
Buyers: 12
Sellers: 6
Total Bought: +$11.9M
Total Sold: −$3.4M
Avg Position: $1.6M

Biggest Buyers

Institution	Net Bought	Current Position
CAPSTONE WEALTH MANAGEMENT GROUP, LLC RIA/Wealth	+$10.0M +152.2K shares	$10.0M 152.2K shares
AMERIPRISE FINANCIAL INC Institution	+$981.0K +14.9K shares	$1.2M 18.4K shares
L LPL Financial LLC Institution	+$406.4K +6.2K shares	$7.6M 115.9K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$301.1K +4.6K shares	$301.1K 4.6K shares
J JONES FINANCIAL COMPANIES LLLP Institution	+$133.3K +2.0K shares	$350.2K 5.3K shares
BANK OF AMERICA CORP /DE/ Institution	+$36.3K +552.0 shares	$2.4M 37.2K shares
A Advisor Group Holdings, Inc. Institution	+$25.3K +390.0 shares	$101.9K 1.6K shares
Beta Wealth Group, Inc. RIA/Wealth	+$11.8K +180.0 shares	$11.7M 178.0K shares
T Tower Research Capital LLC Institution	+$11.3K +-1.8K shares	$11.3K 172.0 shares
CITIGROUP INC Institution	+$6.6K +100.0 shares	$6.6K 100.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
Cooper Financial Group RIA/Wealth	−$2.5M −37.9K shares	$632.1K 9.6K shares
MORGAN STANLEY RIA/Wealth	−$614.7K −9.3K shares	$1.4M 21.2K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$227.4K −3.5K shares	$1.3M 19.6K shares
IFG Advisory, LLC RIA/Wealth	−$42.7K −650.0 shares	$824.3K 12.5K shares
UBS Group AG Institution	−$1.7K −28.0 shares	Sold Off 0 shares
FMR LLC Institution	−$60.0 −1.0 shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SPVM in Q3 2025

New Positions: 0
New Value: -
Exited Positions: 2
Exited Value: $1.7K

New Positions

Institution	Position Value
No new positions found

Exited Positions

Institution	Previous Position
UBS Group AG Institution	$1.7K 28.0 shares
FMR LLC Institution	$60.0 1.0 shares

Options Activity

Institutions with the largest Call and Put options positions in SPVM as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SPVM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Beta Wealth Group, Inc. RIA/Wealth	Jodi Trabbic Vleck President	4.91% $11.7M	178.0K shares	Q1 2025 Held for 8 months	$238.4M
CAPSTONE WEALTH MANAGEMENT GROUP, LLC RIA/Wealth	Bryan Adam Kupchik CCO	4.24% $10.0M	152.2K shares	Q1 2025 Held for 8 months	$236.1M
Cooper Financial Group RIA/Wealth	Arthur Young Cooper Managing Partner	0.07% $632.1K	9.6K shares	Q2 2022 Held for 3y 5m	$903.5M
IFG Advisory, LLC RIA/Wealth	John Land Bridgers CEO	0.04% $824.3K	12.5K shares	Q2 2022 Held for 3y 5m	$2.2B
A Accent Capital Management, LLC RIA/Wealth	Nitin Natvarlal Kumbhani CEO	0.03% $65.8K	1.0K shares	Q4 2024 Held for 11 months	$233.7M
P PRIVATE TRUST CO NA Institution	-	0.03% $303.8K	4.6K shares	Q1 2025 Held for 8 months	$1.1B
L LPL Financial LLC Institution	-	0.00% $7.6M	115.9K shares	Q4 2020 Held for 4y 11m	$340.07B
Key FInancial Inc RIA/Wealth	Patricia Clark Brennan CEO	0.00% $9.4K	143.0 shares	Q4 2020 Held for 4y 11m	$541.0M
Goss Wealth Management LLC RIA/Wealth	Alexander Thomas Goss CEO	0.00% $320.4K	4.9K shares	Q3 2021 Held for 4y 2m	$21.8B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	0.00% $301.1K	4.6K shares	Q1 2024 Held for 1y 8m	$67.9B