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QVMT

Invesco S&P 500 Concentrated QVM ETF

37 hedge funds and large institutions have $122M invested in Invesco S&P 500 Concentrated QVM ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

50% more capital invested

Capital invested by funds: $81.6M → $122M (+$40.9M)

19% more funds holding

Funds holding: 3137 (+6)

2.95% more ownership

Funds ownership: 60.61%63.56% (+2.9%)

Holders
37
Holders Change
+6
Holders Change %
+19.35%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
14
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$37.9M -$1.19M -26,282 -3%
Bank of America
2
Bank of America
North Carolina
$18.4M +$9.09M +201,575 +96%
AC
3
Avestar Capital
New York
$16.1M +$16.2M +359,998 New
BL
4
Balentine LLC
Georgia
$8.6M +$169K +3,750 +2%
GAG
5
Goodman Advisory Group
Massachusetts
$8.2M +$4.98M +110,375 +152%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.13M +$7.03M +155,782 +4,835%
LPL Financial
7
LPL Financial
California
$5.57M +$1.2M +26,621 +27%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$5M +$5.03M +111,491 New
ACM
9
Armbruster Capital Management
New York
$4.53M -$386K -8,550 -8%
KOC
10
Koss-Olinger Consulting
Florida
$3.09M -$307K -6,802 -9%
RJA
11
Raymond James & Associates
Florida
$1.72M -$68K -1,508 -4%
Morgan Stanley
12
Morgan Stanley
New York
$1.39M +$343K +7,601 +33%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.22M +$1.23M +27,186 New
Osaic Holdings
14
Osaic Holdings
Arizona
$594K +$179K +3,972 +43%
WCAMG
15
Woodard & Company Asset Management Group
North Carolina
$585K +$250K +5,539 +74%
FHA
16
Flagship Harbor Advisors
Massachusetts
$450K -$256K -5,666 -36%
Goldman Sachs
17
Goldman Sachs
New York
$431K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$309K -$477K -10,572 -61%
UBS Group
19
UBS Group
Switzerland
$286K +$16.8K +372 +6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$241K +$37.7K +836 +18%
BRWM
21
B. Riley Wealth Management
Tennessee
$216K
PFA
22
Professional Financial Advisors
Nebraska
$175K -$7.08K -157 -4%
GRP
23
Global Retirement Partners
California
$62K +$64.8K +1,436 New
GA
24
GoalVest Advisory
New York
$51K +$51.2K +1,134 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$38K -$38K -842 -50%