Invesco S&P 500 Concentrated QVM ETF
QVMT
42 hedge funds and large institutions have $57.1M invested in Invesco S&P 500 Concentrated QVM ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 7 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
4.15% more ownership
Funds ownership: 55.7% → 59.84% (+4.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
1% less capital invested
Capital invested by funds: $57.7M → $57.1M (-$565K)
2% less funds holding
Funds holding: 43 → 42 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.35M |
| 2 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$665K |
| 3 |
Jane Street
New York
|
+$431K |
| 4 |
LI
LMCG Investments
Boston,
Massachusetts
|
+$318K |
| 5 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$304K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$810K |
| 2 |
DWA
Delta Wealth Advisors
Indianapolis,
Indiana
|
-$621K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$458K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$432K |
| 5 |
SP
Sequent Planning
Omaha,
Nebraska
|
-$355K |
QVMT Hedge Fund Activity: Q4 2024 in Review
42 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Concentrated QVM ETF (QVMT) for Q4 2024, worth a combined $57.1M — down 0.98% from $57.7M a quarter earlier.
Fund positioning in QVMT was balanced in Q4 2024: 7 funds opened new positions, 7 closed out, 18 added to existing stakes and 13 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.35M. The largest seller was Bank of America, cutting an estimated $810K.
- 42 institutional investors held Invesco S&P 500 Concentrated QVM ETF (QVMT) as of Q4 2024, down from 43 in Q3 2024.
- Funds reported $57.1M of Invesco S&P 500 Concentrated QVM ETF stock for Q4 2024, down 0.98% quarter-over-quarter.
- 7 funds opened new Invesco S&P 500 Concentrated QVM ETF positions in Q4 2024 and 7 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 Concentrated QVM ETF buyer in Q4 2024 was LPL Financial, an estimated $1.35M added.
- The largest Invesco S&P 500 Concentrated QVM ETF seller in Q4 2024 was Bank of America, an estimated $810K sold.
Based on aggregated 13F filings for Q4 2024.