Invesco S&P SmallCap 600 QVM Multi-factor ETF
QVMS
7 hedge funds and large institutions have $218M invested in Invesco S&P SmallCap 600 QVM Multi-factor ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, reducing their positions, and closing their positions.
75% more funds holding
Funds holding: 4 → 7 (+3)
16% more capital invested
Capital invested by funds: $188M → $218M (+$30M)
0.01% more ownership
Funds ownership: 98.82% → 98.83% (+0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
+$961K |
| 2 |
LPL Financial
San Diego,
California
|
+$310K |
| 3 |
Jane Street
New York
|
+$280K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$12.6K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.97K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MERSOM
1
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $216M | – | – | – |
|
|
CCA
2
Cobblestone Capital Advisors
Rochester,
New York
| $1.08M | +$961K | +42,884 | New |
|
|
3
Jane Street
New York
| $578K | +$280K | +12,480 | +119% |
|
|
4
LPL Financial
San Diego,
California
| $348K | +$310K | +13,852 | New |
|
|
N
5
Natixis
Paris,
France
| $270K | +$986 | +44 | +0.4% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $17K | +$7.97K | +356 | +111% |
|
|
7
UBS Group
Zurich,
Switzerland
| $14.1K | +$12.6K | +561 | New |
|
QVMS Hedge Fund Activity: Q4 2023 in Review
7 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 QVM Multi-factor ETF (QVMS) for Q4 2023, worth a combined $218M — up 16% from $188M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new QVMS positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Cobblestone Capital Advisors, opening a new position worth an estimated $961K.
- 7 institutional investors held Invesco S&P SmallCap 600 QVM Multi-factor ETF (QVMS) as of Q4 2023, up from 4 in Q3 2023.
- Funds reported $218M of Invesco S&P SmallCap 600 QVM Multi-factor ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 3 funds opened new Invesco S&P SmallCap 600 QVM Multi-factor ETF positions in Q4 2023 and 0 closed out, a net change of +3 holders.
- The largest Invesco S&P SmallCap 600 QVM Multi-factor ETF buyer in Q4 2023 was Cobblestone Capital Advisors, an estimated $961K added.
Based on aggregated 13F filings for Q4 2023.