Invesco S&P 500 Enhanced Value
SPVU • ARCA
Invesco S&P 500 Enhanced Value is an exchange-traded fund on ARCA. As of Q3 2025, 42 institutional investors hold shares in this ETF, with total holdings valued at $59.2M. LPL Financial LLC is the largest holder with a position valued at $14.0M.
Overview
Overview of institutional ownership in SPVU as of Q3 2025
All Institutions
- Institutions
- 42
- Value Held
- $59.2M
- Shares Held
- 1.1M
- Avg Position
- $1.4M
- Median Position
- $255.6K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in SPVU as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $14.0M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $9.4M 0.00% of portfolio |
A Armbruster Capital Management, Inc. RIA/Wealth | $9.3M 1.58% of portfolio |
 Invesco Ltd. ETF Provider | $9.0M 0.00% of portfolio |
 Delta Wealth Advisors LLC RIA/Wealth | $5.3M 4.11% of portfolio |
L Lee Munder Capital Group, LLC Long Only Manager | $1.7M 0.10% of portfolio |
 Koss-Olinger Consulting, LLC RIA/Wealth | $1.4M 0.12% of portfolio |
 Arrowroot Family Office, LLC Family Office | $849.2K 0.35% of portfolio |
M MASSMUTUAL TRUST CO FSB/ADV Institution | $778.3K 0.02% of portfolio |
 UBS Group AG Institution | $742.8K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SPVU in Q3 2025
- Traded
- −$6.3M
- Buyers
- 20
- Sellers
- 20
- Total Bought
- +$1.3M
- Total Sold
- −$7.6M
- Avg Position
- $1.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Invesco Ltd. ETF Provider | +$313.6K +5.7K shares |
 Sequent Planning LLC RIA/Wealth | +$208.8K +3.8K shares |
A Advisor Group Holdings, Inc. Institution | +$191.1K +3.5K shares |
L Lee Munder Capital Group, LLC Long Only Manager | +$124.7K +2.3K shares |
J JANE STREET GROUP, LLC Institution | +$116.2K +2.1K shares |
Delta Wealth Advisors LLC RIA/Wealth | +$101.1K +1.8K shares |
A Advisory Services Network, LLC RIA/Wealth | +$86.4K +1.6K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$60.7K +1.1K shares |
M MASSMUTUAL TRUST CO FSB/ADV Institution | +$39.2K +715.0 shares |
 CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | +$39.2K +714.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | −$3.9M −71.8K shares |
 Focus Financial Network, Inc. RIA/Wealth | −$1.1M −20.4K shares |
 AMERIPRISE FINANCIAL INC Institution | −$840.7K −16.2K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$738.7K −14.2K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$382.1K −7.3K shares |
L LPL Financial LLC Institution | −$194.6K −3.5K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$104.0K −2.0K shares |
 Farther Finance Advisors, LLC RIA/Wealth | −$98.8K −1.8K shares |
A Armbruster Capital Management, Inc. RIA/Wealth | −$65.8K −1.2K shares |
UBS Group AG Institution | −$64.1K −1.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SPVU in Q3 2025
- New Positions
- 1
- New Value
- $2.9K
- Exited Positions
- 6
- Exited Value
- $3.2M
New Positions
| Institution | Position Value |
|---|---|
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $2.9K 52.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Focus Financial Network, Inc. RIA/Wealth | $1.1M 20.4K shares |
AMERIPRISE FINANCIAL INC Institution | $840.7K 16.2K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $738.7K 14.2K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $382.1K 7.3K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $104.0K 2.0K shares |
 Sunbelt Securities, Inc. RIA/Wealth | $32.1K 653.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in SPVU 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 SPVU as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Delta Wealth Advisors LLC RIA/Wealth | 4.11% $5.3M |
A Armbruster Capital Management, Inc. RIA/Wealth | 1.58% $9.3M |
Arrowroot Family Office, LLC Family Office | 0.35% $849.2K |
P Paragon Capital Management Ltd RIA/Wealth | 0.14% $734.3K |
Koss-Olinger Consulting, LLC RIA/Wealth | 0.12% $1.4M |
L Lee Munder Capital Group, LLC Long Only Manager | 0.10% $1.7M |
 Professional Financial Advisors, LLC RIA/Wealth | 0.09% $436.3K |
Sequent Planning LLC RIA/Wealth | 0.06% $208.8K |
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | 0.04% $518.4K |
M MASSMUTUAL TRUST CO FSB/ADV Institution | 0.02% $778.3K |