We are live on ! Find out more
QVMT

Invesco S&P 500 Concentrated QVM ETF

39 hedge funds and large institutions have $61.8M invested in Invesco S&P 500 Concentrated QVM ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

8% more funds holding

Funds holding: 3639 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.15% less ownership

Funds ownership: 58.15%56% (-2.2%)

9% less capital invested

Capital invested by funds: $68.1M → $61.8M (-$6.31M)

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
16
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$9.91M +$725K +15,021 +8%
Bank of America
2
Bank of America
North Carolina
$8.5M -$355K -7,353 -4%
CCFM
3
Clear Creek Financial Management
Washington
$8.21M +$332K +6,888 +4%
ACM
4
Armbruster Capital Management
New York
$8.19M -$22.9K -475 -0.3%
DWA
5
Delta Wealth Advisors
Indiana
$5M +$352K +7,292 +7%
Invesco
6
Invesco
Georgia
$4.67M -$564K -11,698 -11%
X
7
Xponance
Pennsylvania
$3.61M
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.71M +$44.2K +917 +2%
KOC
9
Koss-Olinger Consulting
Florida
$1.6M +$1.61M +33,332 New
Jane Street
10
Jane Street
New York
$1.06M +$649K +13,465 +157%
CFD
11
Creative Financial Designs
Indiana
$930K +$24.6K +509 +3%
AFO
12
Arrowroot Family Office
California
$789K -$396K -8,215 -33%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$711K +$716K +14,842 New
SP
14
Sequent Planning
Nebraska
$710K +$139K +2,884 +24%
Truist Financial
15
Truist Financial
North Carolina
$516K +$520K +10,784 New
LI
16
LMCG Investments
Massachusetts
$508K +$108K +2,244 +27%
CPP
17
Capasso Planning Partners
South Carolina
$507K +$28.3K +586 +6%
AWE
18
Avidian Wealth Enterprises
Texas
$503K -$113K -2,346 -18%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$395K -$1.4M -28,962 -78%
Goldman Sachs
20
Goldman Sachs
New York
$377K
PFA
21
Professional Financial Advisors
Nebraska
$377K +$1.69K +35 +0.4%
Citadel Advisors
22
Citadel Advisors
Florida
$364K +$366K +7,594 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$308K +$311K +6,442 New
GRP
24
Global Retirement Partners
California
$271K +$5.26K +109 +2%
AFG
25
Atomi Financial Group
New York
$233K +$235K +4,877 New