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QVMT

Invesco S&P 500 Concentrated QVM ETF

36 hedge funds and large institutions have $68.1M invested in Invesco S&P 500 Concentrated QVM ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more capital invested

Capital invested by funds: $45.7M → $68.1M (+$22.5M)

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

6.5% more ownership

Funds ownership: 51.66%58.15% (+6.5%)

0% more funds holding

Funds holding: 3636 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
14
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$9.57M +$369K +8,062 +4%
Bank of America
2
Bank of America
North Carolina
$9.22M +$347K +7,567 +4%
ACM
3
Armbruster Capital Management
New York
$8.56M -$33.2K -725 -0.4%
CCFM
4
Clear Creek Financial Management
Washington
$8.21M +$6.42M +140,305 +577%
Invesco
5
Invesco
Georgia
$5.45M -$88.7K -1,937 -2%
DWA
6
Delta Wealth Advisors
Indiana
$4.85M +$4.45M +97,254 New
X
7
Xponance
Pennsylvania
$4.42M
AC
8
Avestar Capital
New York
$4.04M +$2.63M +57,534 +245%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.77M +$2.55M +55,608 New
TC
10
Trilogy Capital
California
$2.23M +$798K +17,429 +64%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.86M -$43.3K -945 -2%
AFO
12
Arrowroot Family Office
California
$1.23M +$28.2K +615 +3%
CFD
13
Creative Financial Designs
Indiana
$943K +$355K +7,743 +69%
AWE
14
Avidian Wealth Enterprises
Texas
$641K -$91.1K -1,990 -13%
SP
15
Sequent Planning
Nebraska
$597K +$548K +11,964 New
CPP
16
Capasso Planning Partners
South Carolina
$498K -$192K -4,191 -30%
Jane Street
17
Jane Street
New York
$428K +$117K +2,562 +43%
LI
18
LMCG Investments
Massachusetts
$417K +$109K +2,381 +40%
Goldman Sachs
19
Goldman Sachs
New York
$393K +$361K +7,878 New
PFA
20
Professional Financial Advisors
Nebraska
$391K +$1.65K +36 +0.5%
Osaic Holdings
21
Osaic Holdings
Arizona
$360K -$36.5K -797 -10%
GRP
22
Global Retirement Partners
California
$277K +$119K +2,588 +87%
UBS Group
23
UBS Group
Switzerland
$191K -$85.3K -1,863 -33%
CIAS
24
Capital Investment Advisory Services
North Carolina
$174K -$28.1K -613 -15%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$124K -$41.2K -900 -27%