SEI Investments
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SEI Investments’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

SEI Investments’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
2018
Q3 		– Sell
-183
Closed -$7K – 3344
2018
Q2 		$7K Hold
183
– – ﹤0.01% 3092
2018
Q1 		$7K Hold
183
– – ﹤0.01% 2990
2017
Q4 		$7K Buy
+183
New +$6.97K ﹤0.01% 2887

Other funds holding SPVM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments's SPVM Position: Q3 2018 in Review

SEI Investments sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q3 2018, closing a stake of 183 shares — an estimated $7K sold.

SEI Investments first reported a position in SPVM in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q2 2018. 23 funds tracked by Wall St. Rank hold SPVM as of Q3 2018.

  • SEI Investments reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q3 2018 after selling out during the quarter.
  • SEI Investments sold 183 Invesco S&P 500 Value with Momentum ETF shares in Q3 2018, an estimated $7K.
  • SEI Investments first reported a position in Invesco S&P 500 Value with Momentum ETF in Q4 2017 and held it in 3 quarters.
  • SEI Investments's Invesco S&P 500 Value with Momentum ETF position peaked at $7K in Q2 2018.
  • 23 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.