Citadel Advisors
SPMV

Citadel Advisors’s Invesco S&P 500 Minimum Variance ETF SPMV Stock Holding History

Citadel Advisors’s Portfolio SPMV Stock Details SPMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,282
Closed -$242K – 15501
2024
Q4 		$242K Sell
5,282
-2,427
-31% -$114K ﹤0.01% 10095
2024
Q3 		$361K Buy
7,709
+214
+3% +$9.65K ﹤0.01% 8927
2024
Q2 		$328K Buy
+7,495
New +$320K ﹤0.01% 8961
2022
Q4 		– Sell
-6,423
Closed -$216K – 15427
2022
Q3 		$216K Sell
6,423
-5,484
-46% -$202K ﹤0.01% 10266
2022
Q2 		$426K Sell
11,907
-5,551
-32% -$210K ﹤0.01% 9017
2022
Q1 		$701K Buy
+17,458
New +$683K ﹤0.01% 8569
2021
Q3 		– Sell
-51,591
Closed -$1.92M – 14598
2021
Q2 		$1.92M Buy
51,591
+45,632
+766% +$1.67M ﹤0.01% 6718
2021
Q1 		$209K Sell
5,959
-740
-11% -$25.2K ﹤0.01% 11603
2020
Q4 		$227K Buy
+6,699
New +$220K ﹤0.01% 9549

Other funds holding SPMV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors's SPMV Position: Q1 2025 in Review

Citadel Advisors sold out of Invesco S&P 500 Minimum Variance ETF (SPMV) in Q1 2025, closing a stake of 5,282 shares — an estimated $242K sold.

Citadel Advisors first reported a position in SPMV in Q4 2020 and held it in 9 quarters. The position peaked at $1.92M in Q2 2021. 6 funds tracked by Wall St. Rank hold SPMV as of Q1 2025.

  • Citadel Advisors reported no remaining Invesco S&P 500 Minimum Variance ETF position as of Q1 2025 after selling out during the quarter.
  • Citadel Advisors sold 5,282 Invesco S&P 500 Minimum Variance ETF shares in Q1 2025, an estimated $242K.
  • Citadel Advisors first reported a position in Invesco S&P 500 Minimum Variance ETF in Q4 2020 and held it in 9 quarters.
  • Citadel Advisors's Invesco S&P 500 Minimum Variance ETF position peaked at $1.92M in Q2 2021.
  • 6 funds tracked by Wall St. Rank held Invesco S&P 500 Minimum Variance ETF as of Q1 2025.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.