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QVMT

Invesco S&P 500 Concentrated QVM ETF

42 hedge funds and large institutions have $57.6M invested in Invesco S&P 500 Concentrated QVM ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

8% more funds holding

Funds holding: 3942 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.38% less ownership

Funds ownership: 56%55.62% (-0.38%)

7% less capital invested

Capital invested by funds: $61.8M → $57.6M (-$4.2M)

52% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 21

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
10
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$9.37M -$913K -18,690 -9%
Bank of America
2
Bank of America
North Carolina
$8.62M -$225K -4,602 -3%
CCFM
3
Clear Creek Financial Management
Washington
$8.59M +$48.2K +986 +0.6%
ACM
4
Armbruster Capital Management
New York
$8.36M -$158K -3,225 -2%
DWA
5
Delta Wealth Advisors
Indiana
$5.05M -$153K -3,140 -3%
Invesco
6
Invesco
Georgia
$4.85M -$9.72K -199 -0.2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.93M +$115K +2,344 +4%
KOC
8
Koss-Olinger Consulting
Florida
$1.59M -$71.1K -1,456 -4%
AFO
9
Arrowroot Family Office
California
$791K -$29.7K -607 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$688K -$49.7K -1,017 -7%
UBS Group
11
UBS Group
Switzerland
$582K +$385K +7,885 +208%
LI
12
LMCG Investments
Massachusetts
$565K +$36.1K +738 +7%
CPP
13
Capasso Planning Partners
South Carolina
$527K
Truist Financial
14
Truist Financial
North Carolina
$494K -$42.5K -871 -8%
OMC
15
Old Mission Capital
Illinois
$458K +$449K +9,191 New
Citadel Advisors
16
Citadel Advisors
Florida
$432K +$53K +1,084 +14%
AWE
17
Avidian Wealth Enterprises
Texas
$422K -$99.1K -2,029 -19%
PFA
18
Professional Financial Advisors
Nebraska
$394K +$1.91K +39 +0.5%
SP
19
Sequent Planning
Nebraska
$355K -$377K -7,710 -52%
SA
20
Sanctuary Advisors
Indiana
$331K +$301K +6,164 New
CFD
21
Creative Financial Designs
Indiana
$319K -$636K -13,029 -67%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$294K -$26.1K -534 -8%
MML Investors Services
23
MML Investors Services
Massachusetts
$256K +$252K +5,150 New
GRP
24
Global Retirement Partners
California
$237K -$44.5K -911 -16%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$224K -$183K -3,746 -45%