Invesco S&P 500 Concentrated QVM ETF
QVMT
34 hedge funds and large institutions have $61M invested in Invesco S&P 500 Concentrated QVM ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 10 closing their positions.
7.46% less ownership
Funds ownership: 64.25% → 56.78% (-7.5%)
15% less funds holding
Funds holding: 40 → 34 (-6)
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
34% less capital invested
Capital invested by funds: $93M → $61M (-$32M)
60% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 10
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.37M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.97M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.22M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$864K |
| 5 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
+$775K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$24.9M |
| 2 |
AC
Avestar Capital
New York
|
-$13.7M |
| 3 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
-$10.9M |
| 4 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$378K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$296K |
QVMT Hedge Fund Activity: Q1 2023 in Review
34 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Concentrated QVM ETF (QVMT) for Q1 2023, worth a combined $61M — down 34% from $93M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of QVMT and 4 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 10 added.
The largest buyer was Bank of America, adding an estimated $9.37M. The largest seller was Invesco, cutting an estimated $24.9M.
- 34 institutional investors held Invesco S&P 500 Concentrated QVM ETF (QVMT) as of Q1 2023, down from 40 in Q4 2022.
- Funds reported $61M of Invesco S&P 500 Concentrated QVM ETF stock for Q1 2023, down 34% quarter-over-quarter.
- 4 funds opened new Invesco S&P 500 Concentrated QVM ETF positions in Q1 2023 and 10 closed out, a net change of -6 holders.
- The largest Invesco S&P 500 Concentrated QVM ETF buyer in Q1 2023 was Bank of America, an estimated $9.37M added.
- The largest Invesco S&P 500 Concentrated QVM ETF seller in Q1 2023 was Invesco, an estimated $24.9M sold.
Based on aggregated 13F filings for Q1 2023.