Invesco S&P 500 Concentrated QVM ETF
QVMT
37 hedge funds and large institutions have $68.2M invested in Invesco S&P 500 Concentrated QVM ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 6 closing their positions.
50% more capital invested
Capital invested by funds: $45.6M → $68.2M (+$22.6M)
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
6.61% more ownership
Funds ownership: 51.62% → 58.23% (+6.6%)
3% more funds holding
Funds holding: 36 → 37 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$6.42M |
| 2 |
AC
Avestar Capital
New York
|
+$2.63M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.55M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
+$798K |
| 5 |
LPL Financial
San Diego,
California
|
+$369K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$1.84M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$896K |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$448K |
| 4 |
CPP
Capasso Planning Partners
Charleston,
South Carolina
|
-$192K |
| 5 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$91.1K |
QVMT Hedge Fund Activity: Q1 2024 in Review
37 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Concentrated QVM ETF (QVMT) for Q1 2024, worth a combined $68.2M — up 50% from $45.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new QVMT positions and 6 closed out — a net gain of 1 holder — while 14 added to existing stakes and 11 trimmed.
The largest buyer was Clear Creek Financial Management, adding an estimated $6.42M. The largest seller was Koss-Olinger Consulting, exiting entirely with an estimated $1.84M sold.
- 37 institutional investors held Invesco S&P 500 Concentrated QVM ETF (QVMT) as of Q1 2024, up from 36 in Q4 2023.
- Funds reported $68.2M of Invesco S&P 500 Concentrated QVM ETF stock for Q1 2024, up 50% quarter-over-quarter.
- 7 funds opened new Invesco S&P 500 Concentrated QVM ETF positions in Q1 2024 and 6 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 Concentrated QVM ETF buyer in Q1 2024 was Clear Creek Financial Management, an estimated $6.42M added.
- The largest Invesco S&P 500 Concentrated QVM ETF seller in Q1 2024 was Koss-Olinger Consulting, an estimated $1.84M sold.
Based on aggregated 13F filings for Q1 2024.