QVMT Institutional Ownership
Invesco S&P 500 Concentrated QVM ETF
1W: +0.5%
1M: -0.2%
3M: -2.4%
YTD: +14.2%
$65.54
+0.11 (+0.17%)
Weekly Expected Move ±1.8%
$63
$64
$66
$67
$68
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — QVMT
60
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
78M
Total Invested
14
New Positions
10
Increased
25
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (63 total)
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| Equitable Holdings, Inc. | 15,069 | 988K |
| CITADEL ADVISORS LLC | 5,700 | 374K |
| Global Retirement Partners, LLC | 5,003 | 328K |
| MML INVESTORS SERVICES, LLC | 4,614 | 302K |
| Summit Financial, LLC | 4,030 | 264K |
| COMMONWEALTH EQUITY SERVICES, LLC | 3,956 | 259K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 3,233 | 212K |
| GOLDMAN SACHS GROUP INC | 2,952 | 193K |
| Alesco Advisors, LLC, An ESL Co | 2,900 | 190K |
| Ameritas Investment Partners, Inc. | 2,446 | 160K |
| Regatta Research & Money Management | 2,284 | 150K |
| Integrated Wealth Concepts LLC | 732 | 48K |
| MERCER GLOBAL ADVISORS INC /ADV | 300 | 20K |
| NewEdge Advisors, LLC | 154 | 10K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 8,140 | 533K |
| HARBOUR INVESTMENTS, INC. | 5,235 | 343K |
| WealthPlan Investment Management, L | 4,838 | 317K |
| Ashton Thomas Private Wealth, LLC | 189 | 12K |
| MAI Capital Management | 188 | 12K |
| Archer Investment Corp | 67 | 4K |
| Allworth Financial LP | 49 | 3K |
| Goodman Advisory Group, LLC | 2 | 0K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +22,431 | +7.1% | 336,385 |
| RAYMOND JAMES FINANCIAL INC | +9,755 | +119.6% | 17,909 |
| ENVESTNET ASSET MANAGEMENT INC | +2,202 | +19.9% | 13,264 |
| OSAIC HOLDINGS, INC. | +866 | +10.0% | 9,552 |
| LMCG INVESTMENTS, LLC | +583 | +1.6% | 37,989 |
| UBS Group AG | +318 | +2.2% | 14,488 |
| Arrowroot Family Office, LLC | +43 | +0.3% | 15,583 |
| Paragon Capital Management Ltd | +32 | +0.3% | 11,885 |
| Sage Mountain Advisors LLC | +5 | +0.3% | 1,805 |
| MORGAN STANLEY | +1 | +0.1% | 2,001 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -68,267 | -26.9% | 185,910 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -16,246 | -66.5% | 8,200 |
| Koss-Olinger Consulting, LLC | -11,797 | -58.6% | 8,331 |
| Sequent Planning LLC | -7,298 | -68.9% | 3,287 |
| Delta Wealth Advisors LLC | -3,330 | -41.1% | 4,781 |
| Professional Financial Advisors, LL | -2,439 | -30.9% | 5,461 |
| Avidian Wealth Enterprises, LLC | -860 | -9.9% | 7,795 |
| Armbruster Capital Management, Inc. | -800 | -0.5% | 156,628 |
| Capital Investment Advisory Service | -554 | -19.7% | 2,253 |
| Advisory Services Network, LLC | -475 | -13.6% | 3,020 |
| Sanctuary Advisors, LLC | -314 | -5.7% | 5,200 |
| MassMutual Private Wealth & Trust, | -306 | -1.6% | 18,453 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -255 | -11.5% | 1,958 |
| Cetera Investment Advisers | -173 | -3.2% | 5,311 |
| ROYAL BANK OF CANADA | -114 | -4.7% | 2,325 |
| TRUIST FINANCIAL CORP | -108 | -1.7% | 6,262 |
| Synergy Investment Management, LLC | -107 | -14.2% | 648 |
| Farther Finance Advisors, LLC | -86 | -0.8% | 10,876 |
| Sowell Financial Services LLC | -60 | -1.3% | 4,483 |
| HighPoint Advisor Group LLC | -46 | -0.7% | 6,519 |