We are live on ! Find out more
QVMT

Invesco S&P 500 Concentrated QVM ETF

36 hedge funds and large institutions have $45.7M invested in Invesco S&P 500 Concentrated QVM ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

20% more funds holding

Funds holding: 3036 (+6)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

13% more capital invested

Capital invested by funds: $40.6M → $45.7M (+$5.1M)

3.48% more ownership

Funds ownership: 48.18%51.66% (+3.5%)

Holders
36
Holders Change
+6
Holders Change %
+20%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.13M +$898K +21,931 +14%
Bank of America
2
Bank of America
North Carolina
$7.84M -$742K -18,113 -9%
ACM
3
Armbruster Capital Management
New York
$7.62M +$2.2M +53,800 +45%
Invesco
4
Invesco
Georgia
$4.92M -$2.85M -69,633 -39%
X
5
Xponance
Pennsylvania
$3.92M +$3.63M +88,700 New
KOC
6
Koss-Olinger Consulting
Florida
$1.84M -$291K -7,104 -15%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.69M -$1.62M -39,658 -51%
TC
8
Trilogy Capital
California
$1.21M +$373K +9,106 +50%
CCFM
9
Clear Creek Financial Management
Washington
$1.08M +$997K +24,337 New
AFO
10
Arrowroot Family Office
California
$1.07M -$199K -4,866 -17%
AC
11
Avestar Capital
New York
$1.04M +$248K +6,062 +35%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$896K +$575K +14,048 +226%
AWE
13
Avidian Wealth Enterprises
Texas
$656K -$268K -6,553 -31%
CPP
14
Capasso Planning Partners
South Carolina
$627K +$7.54K +184 +1%
CFD
15
Creative Financial Designs
Indiana
$494K +$266K +6,483 +138%
GVAG
16
Great Valley Advisor Group
Delaware
$448K -$9.38K -229 -2%
Osaic Holdings
17
Osaic Holdings
Arizona
$355K +$86.2K +2,105 +36%
PFA
18
Professional Financial Advisors
Nebraska
$345K +$1.76K +43 +0.6%
Jane Street
19
Jane Street
New York
$266K -$111K -2,718 -31%
LI
20
LMCG Investments
Massachusetts
$265K +$14K +341 +6%
UBS Group
21
UBS Group
Switzerland
$252K +$8.64K +211 +4%
CIAS
22
Capital Investment Advisory Services
North Carolina
$181K -$36.6K -893 -18%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$150K -$582K -14,204 -81%
GRP
24
Global Retirement Partners
California
$129K +$2.79K +68 +2%
SS
25
Sunbelt Securities
Texas
$90.4K +$41 +1 +0%