Who owns Invesco S&P 500 Concentrated QVM ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of QVMT from SEC Form 13F filings across 55 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 55 institutions disclosed 1.1M shares of Invesco S&P 500 Concentrated QVM ETF worth $78.3M — about 40.6% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
55
13F holders
$78.3M
value, 2026 filers
40.6%
of shares outstanding (1.1M sh)
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of QVMT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 336,385 | $23.5M | 0.0% | 12.2% | +7.1% |
| 2 | BANK OF AMERICA CORP /DE/ | 185,910 | $13.0M | 0.0% | 6.7% | -26.9% |
| 3 | Armbruster Capital Management, Inc. | 156,628 | $10.9M | 1.6% | 5.7% | -0.5% |
| 4 | Invesco Ltd. | 152,533 | $10.7M | 0.0% | 5.5% | 0.0% |
| 5 | LMCG INVESTMENTS, LLC | 37,989 | $2.7M | 0.1% | 1.4% | +1.6% |
| 6 | MassMutual Private Wealth & Trust, FSB | 18,453 | $1.3M | 0.0% | 0.7% | -1.6% |
| 7 | RAYMOND JAMES FINANCIAL INC | 17,909 | $1.3M | 0.0% | 0.6% | +119.6% |
| 8 | Arrowroot Family Office, LLC | 15,583 | $1.1M | 0.3% | 0.6% | +0.8% |
| 9 | Equitable Holdings, Inc.NEW | 15,069 | $1.1M | 0.0% | 0.5% | new |
| 10 | UBS Group AG | 14,488 | $1.0M | 0.0% | 0.5% | +2.2% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 13,264 | $926,991 | 0.0% | 0.5% | +19.9% |
| 12 | Paragon Capital Management Ltd | 11,885 | $830,627 | 0.2% | 0.4% | +0.3% |
| 13 | Farther Finance Advisors, LLC | 10,876 | $758,131 | 0.0% | 0.4% | -0.8% |
| 14 | OSAIC HOLDINGS, INC. | 9,552 | $667,602 | 0.0% | 0.3% | +10.0% |
| 15 | Koss-Olinger Consulting, LLC | 8,331 | $582,257 | 0.0% | 0.3% | -58.6% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,200 | $573,071 | 0.0% | 0.3% | -66.5% |
| 17 | Avidian Wealth Enterprises, LLC | 7,795 | $544,783 | 0.0% | 0.3% | -9.9% |
| 18 | HighPoint Advisor Group LLC | 6,519 | $455,591 | 0.0% | 0.2% | -0.7% |
| 19 | TRUIST FINANCIAL CORP | 6,262 | $437,631 | 0.0% | 0.2% | -1.7% |
| 20 | CITADEL ADVISORS LLCNEW | 5,700 | $398,354 | 0.0% | 0.2% | new |
| 21 | Professional Financial Advisors, LLC | 5,461 | $381,640 | 0.1% | 0.2% | -30.9% |
| 22 | Cetera Investment Advisers | 5,311 | $371,176 | 0.0% | 0.2% | -3.2% |
| 23 | Sanctuary Advisors, LLC | 5,200 | $363,435 | 0.0% | 0.2% | -5.7% |
| 24 | Global Retirement Partners, LLCNEW | 5,003 | $349,672 | 0.0% | 0.2% | new |
| 25 | Delta Wealth Advisors LLC | 4,781 | $334,128 | 0.2% | 0.2% | -41.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.