§ EQUITY
USDSPVM
INVESCO S&P 500 VALUE WITH M
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
27 increased/new, 6 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 196K | 0.0% | +41% |
| Beta Wealth Group, Inc. | 172K | 4.9% | −1% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 160K | 4.6% | +1% |
| Tactive Advisors, LLC | 90K | 1.8% | n/a |
| RAYMOND JAMES FINANCIAL INC | 54K | 0.0% | −79% |
| Bank of America Corp | 32K | 0.0% | −14% |
◇ AC INTELLIGENCE
Top institutional owners for SPVM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER92.8% · 26 holders
DEALER / BANK4.7% · 4 holders
QUALITY / COMPOUNDER2.4% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SPVM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SPVM yet.