Invesco S&P 500 Concentrated QVM ETF
QVMT
40 hedge funds and large institutions have $93M invested in Invesco S&P 500 Concentrated QVM ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
33% more capital invested
Capital invested by funds: $69.8M → $93M (+$23.3M)
14% more funds holding
Funds holding: 35 → 40 (+5)
9.8% more ownership
Funds ownership: 54.45% → 64.25% (+9.8%)
40% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Avestar Capital
New York
|
+$14.2M |
| 2 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
+$10.6M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$414K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$337K |
| 5 |
ACM
Advance Capital Management
Southfield,
Michigan
|
+$278K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$4.22M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.92M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.3M |
| 4 |
Jane Street
New York
|
-$1.25M |
| 5 |
LPL Financial
San Diego,
California
|
-$984K |
QVMT Hedge Fund Activity: Q4 2022 in Review
40 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Concentrated QVM ETF (QVMT) for Q4 2022, worth a combined $93M — up 33% from $69.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new QVMT positions and 5 closed out — a net gain of 6 holders — while 9 added to existing stakes and 15 trimmed.
The largest buyer was Avestar Capital, adding an estimated $14.2M. The largest seller was Invesco, cutting an estimated $4.22M.
- 40 institutional investors held Invesco S&P 500 Concentrated QVM ETF (QVMT) as of Q4 2022, up from 35 in Q3 2022.
- Funds reported $93M of Invesco S&P 500 Concentrated QVM ETF stock for Q4 2022, up 33% quarter-over-quarter.
- 11 funds opened new Invesco S&P 500 Concentrated QVM ETF positions in Q4 2022 and 5 closed out, a net change of +6 holders.
- The largest Invesco S&P 500 Concentrated QVM ETF buyer in Q4 2022 was Avestar Capital, an estimated $14.2M added.
- The largest Invesco S&P 500 Concentrated QVM ETF seller in Q4 2022 was Invesco, an estimated $4.22M sold.
Based on aggregated 13F filings for Q4 2022.