Invesco S&P SmallCap 600 QVM Multi-factor ETF
QVMS
8 hedge funds and large institutions have $179M invested in Invesco S&P SmallCap 600 QVM Multi-factor ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.
60% more funds holding
Funds holding: 5 → 8 (+3)
0.04% less ownership
Funds ownership: 99.35% → 99.3% (-0.04%)
9% less capital invested
Capital invested by funds: $196M → $179M (-$17M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
+$602K |
| 2 |
LPL Financial
San Diego,
California
|
+$78.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$23.2K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$26 |
| 5 |
Morgan Stanley
New York
|
+$26 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MERSOM
1
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $175M | – | – | – |
|
|
CCA
2
Cobblestone Capital Advisors
Rochester,
New York
| $2M | +$602K | +22,738 | +39% |
|
|
AF
3
Abound Financial
Granite Bay,
California
| $1.25M | – | – | – |
|
|
4
LPL Financial
San Diego,
California
| $769K | +$78.8K | +2,978 | +11% |
|
5
Bank of America
Charlotte,
North Carolina
| $257K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $21.6K | +$23.2K | +877 | New |
|
|
7
Morgan Stanley
New York
| $32 | +$26 | +1 | New |
|
|
8
Fidelity Investments
Boston,
Massachusetts
| $25 | +$26 | +1 | New |
|
QVMS Hedge Fund Activity: Q1 2025 in Review
8 of the 7,465 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 QVM Multi-factor ETF (QVMS) for Q1 2025, worth a combined $179M — down 8.7% from $196M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new QVMS positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Cobblestone Capital Advisors, adding an estimated $602K.
- 8 institutional investors held Invesco S&P SmallCap 600 QVM Multi-factor ETF (QVMS) as of Q1 2025, up from 5 in Q4 2024.
- Funds reported $179M of Invesco S&P SmallCap 600 QVM Multi-factor ETF stock for Q1 2025, down 8.7% quarter-over-quarter.
- 3 funds opened new Invesco S&P SmallCap 600 QVM Multi-factor ETF positions in Q1 2025 and 0 closed out, a net change of +3 holders.
- The largest Invesco S&P SmallCap 600 QVM Multi-factor ETF buyer in Q1 2025 was Cobblestone Capital Advisors, an estimated $602K added.
Based on aggregated 13F filings for Q1 2025.