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SPMV Institutional Ownership

Invesco S&P 500 Minimum Variance ETF
1W: +0.7% 1M: +1.3% 3M: +3.5% YTD: +1.7% 1Y: +6.8% 3Y: +44.5% 5Y: +62.3%
$50.75
Last traded 2026-02-23 — delisted
ETF CBOE · AUM $3.6M

Institutional Ownership — SPMV

7
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
0
Increased
6
Reduced
7
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (7 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 0 $0K -10,984 -100.0% 21Q SEC ↗
2 OSAIC HOLDINGS, INC. 0 $0K -455 -100.0% 14Q SEC ↗
3 WELLS FARGO & COMPANY/MN 0 $0K — — 2Q SEC ↗
4 MORGAN STANLEY 0 $0K -1 -100.0% 6Q SEC ↗
5 CITIGROUP INC 0 $0K -1 -100.0% 1Q SEC ↗
6 UBS Group AG 0 $0K -90 -100.0% 8Q SEC ↗
7 Richmond Investment Services, LLC 0 $0K -4,534 -100.0% 3Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (7)
HolderPrev SharesPrev Value
LPL Financial LLC 10,984 $557K
Richmond Investment Services, LLC 4,534 $230K
OSAIC HOLDINGS, INC. 455 $23K
UBS Group AG 90 $5K
MORGAN STANLEY 1 $0K
CITIGROUP INC 1 $0K
WELLS FARGO & COMPANY/MN 0 $0K
Biggest Increases (0)

None.

Biggest Decreases (0)

None.

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms