QVMT

Invesco S&P 500 ConcentratedETF$65.14 1.26%
UnclassifiedUSCUSIP 46138E396· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
36
+3 QoQ
13F Value (tracked)
$58.0M
13F Moves · latest Q
7 added
3 trimmed
Recent Filings
0

Price & smart-money activity

$65.14 1.26%5Y +59.1%
$33.90$43.21$52.52$61.83$71.1420212022202320242025202623222373454566355254639264458475
Hover for who · click for detailEnd-of-day closing prices52w $50.16 – $69.89
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Ask your agent what changed in QVMT

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/QVMT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for QVMT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

36 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$18.7M
314K
+46%
Added · +99K sh
Q1 2026
2BANK OF AMERICA CORP /DE/
$15.1M
254K
+38%
Added · +71K sh
Q1 2026
3Armbruster Capital Management, Inc.
$10.9M
157K
−0.5%
Reduced · −800 sh
Q2 2026
4LMCG INVESTMENTS, LLC
$2.2M
37K
+13%
Added · +4K sh
Q1 2026
5SUSQUEHANNA INTERNATIONAL GROUP, LLP
$1.5M
24K
New
+24K sh
Q1 2026
6MassMutual Private Wealth & Trust, FSB
$1.1M
19K
+23%
Added · +4K sh
Q1 2026
7Arrowroot Family Office, LLC
$924K
16K
+0.6%
Added · +88 sh
Q1 2026
8UBS Group AG
$842K
14K
+4.2%
Added · +567 sh
Q1 2026
9ENVESTNET ASSET MANAGEMENT INC
$658K
11K
−11%
Reduced · −1K sh
Q1 2026
10Farther Finance Advisors, LLC
$657K
11K
+0.1%
Added · +13 sh
Q1 2026
11OSAIC HOLDINGS, INC.
$516K
9K
+14%
Added · +1K sh
Q1 2026
12Avidian Wealth Enterprises, LLC
$514K
9K
−1.6%
Reduced · −140 sh
Q1 2026
13RAYMOND JAMES FINANCIAL INC
$485K
8K
New
+8K sh
Q1 2026
14JANE STREET GROUP, LLC
$484K
8K
New
+8K sh
Q1 2026
15HighPoint Advisor Group LLC
$390K
7K
−13%
Reduced · −943 sh
Q1 2026
16TRUIST FINANCIAL CORP
$379K
6K
−20%
Reduced · −2K sh
Q1 2026
17Sanctuary Advisors, LLC
$328K
6K
+9.6%
Added · +482 sh
Q1 2026
18Cetera Investment Advisers
$326K
5K
+6.9%
Added · +355 sh
Q1 2026
19Professional Financial Advisors, LLC
$382K
5K
−31%
Reduced · −2K sh
Q2 2026
20Delta Wealth Advisors LLC
$334K
5K
−41%
Reduced · −3K sh
Q2 2026
21Sowell Financial Services LLC
$270K
5K
+0.2%
Added · +9 sh
Q1 2026
22Advisory Services Network, LLC
$208K
3K
New
+3K sh
Q1 2026
23Perennial Investment Advisors, LLC
$202K
3K
New
+3K sh
Q1 2026
24ROYAL BANK OF CANADA
$145K
2K
−1.6%
Reduced · −41 sh
Q1 2026
25CREATIVE FINANCIAL DESIGNS INC /ADV
$132K
2K
−81%
Reduced · −10K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
3
funds
Added
4
funds
Reduced
3
funds
Exited
0
funds

Institutional ownership over time

36 funds+7 since Q3 2024
01836Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $56.6M

Funds that own QVMT also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV12 funds$2.9B
NVIDIA CORPNVDA12 funds$2.0B
SS SPDR S&P 500 ETF TRUST-USSPY12 funds$1.6B
MICROSOFT CORPMSFT12 funds$1.5B
JPMORGAN CHASE & COJPM12 funds$846.0M
META PLATFORMS INC-CLASS AMETA12 funds$816.7M
BROADCOM INCAVGO12 funds$801.8M
ISHARES CORE MSCI EMERGINGIEMG12 funds$759.6M
ALPHABET INC-CL CGOOG12 funds$720.4M
VANGUARD GROWTH ETFVUG12 funds$678.4M
VANGUARD VALUE ETFVTV12 funds$642.0M
VANGUARD FTSE DEVELOPED ETFVEA12 funds$572.7M

Ranked by how many of QVMT's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for QVMT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.