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QVMT

Invesco S&P 500 Concentrated QVM ETF

18 hedge funds and large institutions have $46.4M invested in Invesco S&P 500 Concentrated QVM ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $42.1M → $46.4M (+$4.32M)

6% more funds holding

Funds holding: 1718 (+1)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

8.16% less ownership

Funds ownership: 61.83%53.67% (-8.2%)

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$27.9M -$2.73M -88,371 -10%
Bank of America
2
Bank of America
North Carolina
$9.04M -$126K -4,081 -1%
ACM
3
Armbruster Capital Management
New York
$4.15M -$120K -3,900 -3%
LPL Financial
4
LPL Financial
California
$2.73M +$1.62M +52,546 +185%
PFA
5
Professional Financial Advisors
Nebraska
$1.19M +$10K +324 +0.9%
IA
6
IFP Advisors
Florida
$547K -$18.1K -586 -3%
OAM
7
Optimal Asset Management
California
$539K +$494K +16,000 New
WCAMG
8
Woodard & Company Asset Management Group
North Carolina
$211K +$31 +1 +0%
UBS Group
9
UBS Group
Switzerland
$79K +$46.3K +1,500 +175%
Osaic Holdings
10
Osaic Holdings
Arizona
$36K
GA
11
GoalVest Advisory
New York
$31K +$28.9K +935 New
GWM
12
Geneos Wealth Management
Colorado
$12K
US Bancorp
13
US Bancorp
Minnesota
$7K +$5.99K +194 New
Morgan Stanley
14
Morgan Stanley
New York
$6K +$5.15K +167 New
JWBC
15
John W. Brooker & Co
California
$4K +$31 +1 +0.9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1K -$6.91K -224 -88%
MCC
17
Money Concepts Capital
Florida
$1K +$1.14K +37 New
WAS
18
Wealth Advisory Solutions
Indiana
-$1.3M -47,842 Closed
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$1M -36,885 Closed
RJFSA
20
Raymond James Financial Services Advisors
Florida
-$894K -32,813 Closed
Jane Street
21
Jane Street
New York
-$638K -23,400 Closed
Wells Fargo
22
Wells Fargo
California
-$31 -1 Closed
RG
23
Retirement Group
California
+$710 +23 New