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QVMT
Invesco S&P 500 Concentrated QVM ETF
QVMT
QVMT
35 hedge funds and large institutions have $69.8M invested in Invesco S&P 500 Concentrated QVM ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
3% less funds holding
Funds holding: 36 → 35 (-1)
12.72% less ownership
Funds ownership: 67.17% → 54.45% (-13%)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
33% less capital invested
Capital invested by funds: $104M → $69.8M (-$33.9M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
56% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 18
Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
8
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Jane Street
New York
|
+$1.05M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$953K |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
+$227K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$225K |
| 5 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
+$48.8K |
Top Sellers
| 1 |
AC
Avestar Capital
New York
|
-$12.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.08M |
| 3 |
Morgan Stanley
New York
|
-$3.08M |
| 4 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$2.16M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
26
GoalVest Advisory
New York
| $19K | -$24.3K | -599 | -53% |
|
|
APA
27
American Portfolios Advisors
Holbrook,
New York
| $17.2K | -$17.1K | -420 | -47% |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $12K | -$16.2K | -398 | -55% |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $10K | – | – | – |
|
30
Rockefeller Capital Management
New York
| $10K | +$11.5K | +283 | New |
|
|
JWBC
31
John W. Brooker & Co
Oakland,
California
| $4K | +$41 | +1 | +0.9% |
|
|
PTC
32
Private Trust Company
Cleveland,
Ohio
| $3K | – | – | – |
|
|
MCC
33
Money Concepts Capital
Palm Beach Gardens,
Florida
| $1K | – | – | – |
|
34
Citadel Advisors
Miami,
Florida
| – | -$238K | -6,064 | Closed |
|
35
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$212K | -5,398 | Closed |
|
|
RG
36
Retirement Group
San Diego,
California
| – | -$36K | -914 | Closed |
|
37
JP Morgan Chase
New York
| – | -$14K | -356 | Closed |
|
38
Fidelity Investments
Boston,
Massachusetts
| – | +$41 | +1 | New |
|