Invesco S&P 500 Concentrated QVM ETF
QVMT
40 hedge funds and large institutions have $61.9M 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, 11 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
8% more funds holding
Funds holding: 37 → 40 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.17% less ownership
Funds ownership: 58.23% → 56.07% (-2.2%)
9% less capital invested
Capital invested by funds: $68.2M → $61.9M (-$6.33M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$1.61M |
| 2 |
LPL Financial
San Diego,
California
|
+$725K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$716K |
| 4 |
Jane Street
New York
|
+$649K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$520K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Avestar Capital
New York
|
-$4.04M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$2.23M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$564K |
| 5 |
AFO
Arrowroot Family Office
Marina Del Rey,
California
|
-$396K |
QVMT Hedge Fund Activity: Q2 2024 in Review
40 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Concentrated QVM ETF (QVMT) for Q2 2024, worth a combined $61.9M — down 9.3% from $68.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new QVMT positions and 3 closed out — a net gain of 4 holders — while 16 added to existing stakes and 11 trimmed.
The largest buyer was Koss-Olinger Consulting, opening a new position worth an estimated $1.61M. The largest seller was Avestar Capital, exiting entirely with an estimated $4.04M sold.
- 40 institutional investors held Invesco S&P 500 Concentrated QVM ETF (QVMT) as of Q2 2024, up from 37 in Q1 2024.
- Funds reported $61.9M of Invesco S&P 500 Concentrated QVM ETF stock for Q2 2024, down 9.3% quarter-over-quarter.
- 7 funds opened new Invesco S&P 500 Concentrated QVM ETF positions in Q2 2024 and 3 closed out, a net change of +4 holders.
- The largest Invesco S&P 500 Concentrated QVM ETF buyer in Q2 2024 was Koss-Olinger Consulting, an estimated $1.61M added.
- The largest Invesco S&P 500 Concentrated QVM ETF seller in Q2 2024 was Avestar Capital, an estimated $4.04M sold.
Based on aggregated 13F filings for Q2 2024.