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SPVM — INVESCO EXCHANGE TRADED FD T

Reported value held$4.50M
Funds holding (latest)7
Sector—
Funds holding (Q2 2026)5
Institutional value$4.49M · 60.40K sh
New / Add / Cut / Exit2 / 3 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +53.8% (+21.12K sh)
Institutional value change Up +66.1%

As of Q2 2026, 5 SEC-registered investment managers reported holding SPVM (INVESCO EXCHANGE TRADED FD T) in their latest 13F filings, with a combined reported value of $4.49M across 60.40K shares. That is +53.8% by share count (+21.12K shares) versus the previous quarter, while reported value moved +66.1%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 3 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Bank of America Corp history Q2 2026 42.16K $3.14M 0.00% Add
Morgan Stanley history Q2 2026 12.71K $945.80K 0.00% Add
Citadel Advisors history Q2 2026 5.07K $377.28K 0.00% New
Fidelity Management & Research (FMR) history Q2 2026 257 $19.12K 0.00% Add
Wells Fargo & Co history Q2 2026 205 $15.24K 0.00% New
Citigroup Inc history Q3 2025 100 $6.58K 0.00% New
UBS Group AG history Q2 2025 28 $1.67K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 7 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Bank of America Corp 26.75K 26.20K 37.01K 35.63K 41.35K 39.05K 38.40K 40.98K 38.97K 33.48K 32.02K 32.39K 32.23K 36.19K 35.75K 36.61K 37.16K 37.28K 32.09K 42.16K
Morgan Stanley 26.58K 27.81K 30.87K 69.64K 70.96K 71.46K 59.51K 52.64K 51.94K 44.62K 45.38K 46.68K 29.79K 28.95K 31.55K 30.50K 21.15K 22.31K 7.18K 12.71K
Citadel Advisors 7.86K — — 4.60K — — 9.58K — 11.88K — 24.84K 7.36K 9.07K — — — — — — 5.07K
Fidelity Management & Research (FMR) — — — — — — 1 — — — 1 — — — — 1 — — 7 257
Wells Fargo & Co 1 1 1 1 — 1 — — 1 1 1 2 1 1 1 1 1 1 — 205
Citigroup Inc — — 7 — — — — — — — — — — — — — 100 — — —
UBS Group AG 4.93K 4.35K 40 — 4.92K 1.29K 3 2.12K 506 65 220 520 9 1 — 28 — — — —

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