Invesco S&P 500 Concentrated QVM ETF
QVMT
30 hedge funds and large institutions have $40.6M invested in Invesco S&P 500 Concentrated QVM ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 3 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
1.28% less ownership
Funds ownership: 49.46% → 48.18% (-1.3%)
3% less funds holding
Funds holding: 31 → 30 (-1)
5% less capital invested
Capital invested by funds: $42.9M → $40.6M (-$2.32M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$866K |
| 2 |
AC
Avestar Capital
New York
|
+$722K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$347K |
| 4 |
LPL Financial
San Diego,
California
|
+$332K |
| 5 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$323K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.27M |
| 2 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
-$914K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$864K |
| 4 |
AFO
Arrowroot Family Office
Marina Del Rey,
California
|
-$552K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$524K |
QVMT Hedge Fund Activity: Q3 2023 in Review
30 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Concentrated QVM ETF (QVMT) for Q3 2023, worth a combined $40.6M — down 5.4% from $42.9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of QVMT and 2 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 12 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $866K. The largest seller was Bank of America, cutting an estimated $1.27M.
- 30 institutional investors held Invesco S&P 500 Concentrated QVM ETF (QVMT) as of Q3 2023, down from 31 in Q2 2023.
- Funds reported $40.6M of Invesco S&P 500 Concentrated QVM ETF stock for Q3 2023, down 5.4% quarter-over-quarter.
- 2 funds opened new Invesco S&P 500 Concentrated QVM ETF positions in Q3 2023 and 3 closed out, a net change of -1 holder.
- The largest Invesco S&P 500 Concentrated QVM ETF buyer in Q3 2023 was Raymond James Financial Services Advisors, an estimated $866K added.
- The largest Invesco S&P 500 Concentrated QVM ETF seller in Q3 2023 was Bank of America, an estimated $1.27M sold.
Based on aggregated 13F filings for Q3 2023.