Invesco S&P 500 QVM Multi-factor ETF
QVML
10 hedge funds and large institutions have $1.06B invested in Invesco S&P 500 QVM Multi-factor ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.
2% more capital invested
Capital invested by funds: $1.04B → $1.06B (+$18.3M)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.04% less ownership
Funds ownership: 99.62% → 99.58% (-0.04%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$768K |
| 2 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$131K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.4K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$13.1K |
| 5 |
Morgan Stanley
New York
|
+$35 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$770K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$351K |
| 3 |
Jane Street
New York
|
-$202K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$696 |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$204 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MERSOM
1
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $1.05B | – | – | – |
|
|
RFWA
2
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $5.96M | +$131K | +3,775 | +2% |
|
|
3
Cetera Investment Advisers
Schaumburg,
Illinois
| $4.44M | -$351K | -10,094 | -7% |
|
|
KAS
4
Kestra Advisory Services
Austin,
Texas
| $763K | +$768K | +22,081 | New |
|
|
5
Bank of America
Charlotte,
North Carolina
| $730K | -$696 | -20 | -0.1% |
|
|
6
Envestnet Asset Management
Chicago,
Illinois
| $698K | +$13.4K | +385 | +2% |
|
|
7
MML Investors Services
Springfield,
Massachusetts
| $686K | +$13.1K | +377 | +2% |
|
|
8
Jane Street
New York
| $436K | -$202K | -5,801 | -31% |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $12.9K | -$770K | -22,124 | -98% |
|
|
10
Morgan Stanley
New York
| $46 | +$35 | +1 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$204 | -6 | Closed |
|
12
Fidelity Investments
Boston,
Massachusetts
| – | -$102 | -3 | Closed |
|
QVML Hedge Fund Activity: Q4 2024 in Review
10 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 QVM Multi-factor ETF (QVML) for Q4 2024, worth a combined $1.06B — up 1.8% from $1.04B a quarter earlier.
Fund positioning in QVML was balanced in Q4 2024: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 4 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $768K. The largest seller was Osaic Holdings, cutting an estimated $770K.
- 10 institutional investors held Invesco S&P 500 QVM Multi-factor ETF (QVML) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $1.06B of Invesco S&P 500 QVM Multi-factor ETF stock for Q4 2024, up 1.8% quarter-over-quarter.
- 2 funds opened new Invesco S&P 500 QVM Multi-factor ETF positions in Q4 2024 and 2 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 QVM Multi-factor ETF buyer in Q4 2024 was Kestra Advisory Services, an estimated $768K added.
- The largest Invesco S&P 500 QVM Multi-factor ETF seller in Q4 2024 was Osaic Holdings, an estimated $770K sold.
Based on aggregated 13F filings for Q4 2024.