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QVMT

Invesco S&P 500 Concentrated QVM ETF

41 hedge funds and large institutions have $57.1M invested in Invesco S&P 500 Concentrated QVM ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

4.14% more ownership

Funds ownership: 55.62%59.77% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less capital invested

Capital invested by funds: $57.6M → $57.1M (-$565K)

2% less funds holding

Funds holding: 4241 (-1)

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
17
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GM
26
GeoWealth Management
Illinois
$127K +$920 +18 +0.7%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$124K -$1.84K -36 -1%
Morgan Stanley
28
Morgan Stanley
New York
$93.2K +$56.6K +1,108 +141%
FFA
29
Farther Finance Advisors
California
$86.6K +$511 +10 +0.6%
SIM
30
Synergy Investment Management
Florida
$73.9K +$76.7K +1,502 New
SS
31
Sunbelt Securities
Texas
$32K -$20.3K -397 -38%
AA
32
Addison Advisors
Vermont
$16K
Fidelity Investments
33
Fidelity Investments
Massachusetts
$15.6K -$6.9K -135 -30%
GWM
34
Geneos Wealth Management
Colorado
$14.8K
CJ
35
Caitlin John
Michigan
$14.7K +$664 +13 +5%
VFM
36
Vision Financial Markets
Connecticut
$10.4K +$10.8K +211 New
MCM
37
MAI Capital Management
Ohio
$8.96K +$9.3K +182 New
HI
38
Harbour Investments
Wisconsin
$6.79K
AIC
39
Archer Investment Corporation
Indiana
$6.54K +$6.8K +133 New
AF
40
Allworth Financial
California
$2.51K
AWM
41
AE Wealth Management
Kansas
$541 +$562 +11 New
Wells Fargo
42
Wells Fargo
California
$9 -$51 -1 Closed
OMC
43
Old Mission Capital
Illinois
-$458K -9,191 Closed
Citadel Advisors
44
Citadel Advisors
Florida
-$432K -8,678 Closed
SP
45
Sequent Planning
Nebraska
-$355K -7,138 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
-$294K -5,908 Closed
RIA
47
Realta Investment Advisors
Delaware
-$15.5K -305 Closed
GAG
48
Goodman Advisory Group
Massachusetts
-$100 -2 Closed