Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (SPVM)

31 + Investors. Track Smart Money conviction in SPVM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — SPVM

Based on 31 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added SPVM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
31 hedge funds hold SPVM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +41% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+41% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

18 buying14 selling
Last quarter: 18 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 4 → 7 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 26% medium ■ 32% new
13 out of 31 hedge funds have held SPVM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~10 new funds/quarter

5 → 3 → 4 → 7 → 10 new funds/Q
New funds entering each quarter: 3 → 4 → 7 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 48% veterans vs 45% newcomers

■ 48% veterans ■ 6% 1-2yr ■ 45% new
Entry-cohort mix of 31 holders: 15 (48%) are 2+ year veterans, 2 entered 1–2 years ago, and 14 (45%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
8 of 30 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SPVM

In 2026 Q1, 18 hedge funds were net buyers of SPVM (10 opened a new position, 8 added to an existing one), while 14 reduced or exited (8 trimmed, 6 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in SPVM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 31.

Hedge Fund Ownership: SPVM

How many hedge funds hold SPVM — quarterly history vs. share price
Quarterly hedge fund ownership of SPVM vs. share price

Market Analysis: SPVM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPVM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Invesco Exchange Traded Fd T (SPVM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SPVM has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
SPVM
nan%
SPY
+15.1%

SPVM outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
SPVM
nan%
SPY
+1.3%

Since the filing became public, SPVM outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: SPVM
31 + Investors

Track Smart Money conviction in SPVM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 31 27 14.81%
13F Shares 843K 857K -1.56%
Total Value $57M $58M -1.71%
New Positions 10 7 +3
Increased Positions 8 9 -1
Closed Positions 6 2 +4
Reduced Positions 8 5 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPVM

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

31 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SPVM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SPVM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Beta Wealth Group, Inc. 4.91% 172,124 $11.9M
2 Capstone Wealth Management Group, LLC 4.61% 159,658 $11.0M
3 Tactive Advisors, LLC 1.75% 90,263 $6.2M
4 Perennial Investment Advisors, LLC 0.05% 8,662 $597K
5 Cooper Financial Group 0.05% 6,670 $460K
6 Private Trust Co NA 0.03% 4,620 $318K
7 Harbour Investments, INC. 0.02% 20,613 $1.4M
8 Abound Financial, LLC 0.02% 562 $39K
9 Tower Research Capital LLC (TRC) 0.01% 6,796 $468K
10 LPL Financial LLC 0.00% 196,116 $13.5M
11 Raymond James Financial Inc 0.00% 53,838 $3.7M
12 Root Financial Partners, LLC 0.00% 283 $19K
13 Key FInancial Inc 0.00% 59 $4K
14 Sound Income Strategies, LLC 0.00% 209 $14K
15 Osaic Holdings, INC. 0.00% 6,431 $443K
16 Jones Financial Companies Lllp 0.00% 17,660 $1.2M
17 Mercer Global Advisors Inc /Adv 0.00% 3,206 $221K
18 Ameriprise Financial Inc 0.00% 20,488 $1.4M
19 Clearstead Advisors, LLC 0.00% 400 $28K
20 Bank of America Corp /de/ 0.00% 32,086 $2.2M
21 Susquehanna International Group, LLP 0.00% 19,899 $1.4M
22 IFP Advisors, Inc 0.00% 76 $5K
23 Sunbelt Securities, Inc. 0.00% 12 —
24 Morgan Stanley 0.00% 7,182 $495K
25 Cwm, LLC 0.00% 114 $8K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Invesco Exchange Traded Fd T (SPVM)

What does the Smart Money Trend signal show for SPVM?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SPVM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SPVM?

Slight buying edge — 56% buying: Last quarter: 18 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SPVM holders?

Strong quality — 35% AUM from major funds: 8 of 30 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SPVM?

42% of holders stayed for 2+ years: 13 out of 31 hedge funds have held SPVM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Invesco Exchange Traded Fd T (SPVM) following the 2026 Q1 hedge fund 13F filings?

As of today, SPVM has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SPVM has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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