Goldman Sachs’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Goldman Sachs’s Portfolio SPVM Stock Details SPVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-9,537	Closed	-$382K	–	5397
2019 Q3	$382K	Sell	9,537 -300	-3%	-$11.9K	﹤0.01%	4569
2019 Q2	$394K	Sell	9,837 -150,800	-94%	-$5.92M	﹤0.01%	4490
2019 Q1	$6.18M	Hold	160,637	–	–	﹤0.01%	2801
2018 Q4	$5.49M	Buy	+160,637	New	+$5.95M	﹤0.01%	2797

Other funds holding SPVM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs's SPVM Position: Q4 2019 in Review

Goldman Sachs sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q4 2019, closing a stake of 9,537 shares — an estimated $382K sold.

Goldman Sachs first reported a position in SPVM in Q4 2018 and held it in 4 quarters. The position peaked at $6.18M in Q1 2019. 20 funds tracked by Wall St. Rank hold SPVM as of Q4 2019.

Goldman Sachs reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q4 2019 after selling out during the quarter.
Goldman Sachs sold 9,537 Invesco S&P 500 Value with Momentum ETF shares in Q4 2019, an estimated $382K.
Goldman Sachs first reported a position in Invesco S&P 500 Value with Momentum ETF in Q4 2018 and held it in 4 quarters.
Goldman Sachs's Invesco S&P 500 Value with Momentum ETF position peaked at $6.18M in Q1 2019.
20 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q4 2019.

Based on Goldman Sachs's 13F filing for Q4 2019, filed 14 Feb 2020.