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QVMT

Invesco S&P 500 Concentrated QVM ETF
QVMT

42 hedge funds and large institutions have $57.6M invested in Invesco S&P 500 Concentrated QVM ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

8% more funds holding

Funds holding: 39 → 42 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.38% less ownership

Funds ownership: 56% → 55.62% (-0.38%)

7% less capital invested

Capital invested by funds: $61.8M → $57.6M (-$4.2M)

52% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 21

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
10
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$449K
2
UBS Group
UBS Group
Switzerland
+$385K
3
SA
Sanctuary Advisors
Indiana
+$301K
4
MML Investors Services
MML Investors Services
Massachusetts
+$252K
5
GM
GeoWealth Management
Illinois
+$125K

Top Sellers

1
X
Xponance
Pennsylvania
-$3.61M
2
Jane Street
Jane Street
New York
-$1.06M
3
LPL Financial
LPL Financial
California
-$913K
4
CFD
Creative Financial Designs
Indiana
-$636K
5
Goldman Sachs
Goldman Sachs
New York
-$377K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
26
Capital Investment Advisory Services
North Carolina
$177K +$1.22K +25 +0.7%
Osaic Holdings
27
Osaic Holdings
Arizona
$164K -$9.77K -200 -6%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$128K -$5.03K -103 -4%
GM
29
GeoWealth Management
Illinois
$128K +$125K +2,565 New
FFA
30
Farther Finance Advisors
California
$87.1K +$85.4K +1,749 New
SS
31
Sunbelt Securities
Texas
$52.3K +$147 +3 +0.3%
Morgan Stanley
32
Morgan Stanley
New York
$39.1K +$1.27K +26 +3%
MPWT
33
MassMutual Private Wealth & Trust
Connecticut
$37K +$36.3K +743 New
Fidelity Investments
34
Fidelity Investments
Massachusetts
$22.5K +$12.2K +249 +123%
AA
35
Addison Advisors
Vermont
$16.2K – – –
RIA
36
Realta Investment Advisors
Delaware
$15.5K -$32.4K -663 -68%
CJ
37
Caitlin John
Michigan
$15.1K -$14K -286 -50%
GWM
38
Geneos Wealth Management
Colorado
$14.9K – – –
HI
39
Harbour Investments
Wisconsin
$6.87K -$16.3K -333 -71%
AF
40
Allworth Financial
California
$2.44K +$2.39K +49 New
GAG
41
Goodman Advisory Group
Massachusetts
$100 – – –
Wells Fargo
42
Wells Fargo
California
$33 -$49 -1 -50%
X
43
Xponance
Pennsylvania
– -$3.61M -88,700 Closed
Jane Street
44
Jane Street
New York
– -$1.06M -22,046 Closed
Goldman Sachs
45
Goldman Sachs
New York
– -$377K -7,878 Closed
AFG
46
Atomi Financial Group
New York
– -$233K -4,877 Closed
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