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QVMT

Invesco S&P 500 Concentrated QVM ETF

41 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, 17 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

4.14% more ownership

Funds ownership: 55.62%59.77% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less capital invested

Capital invested by funds: $57.6M → $57.1M (-$565K)

2% less funds holding

Funds holding: 4241 (-1)

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
17
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$10.6M +$1.35M +26,329 +14%
CCFM
2
Clear Creek Financial Management
Washington
$9.13M +$665K +13,009 +8%
ACM
3
Armbruster Capital Management
New York
$8.22M -$40.9K -800 -0.5%
Bank of America
4
Bank of America
North Carolina
$7.73M -$810K -15,854 -9%
Invesco
5
Invesco
Georgia
$4.79M +$102 +2 +0%
DWA
6
Delta Wealth Advisors
Indiana
$4.39M -$621K -12,152 -12%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.87M -$29.5K -578 -1%
KOC
8
Koss-Olinger Consulting
Florida
$1.53M -$41.1K -804 -3%
LI
9
LMCG Investments
Massachusetts
$864K +$318K +6,215 +55%
AFO
10
Arrowroot Family Office
California
$784K +$2.76K +54 +0.3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$649K -$32.9K -644 -5%
UBS Group
12
UBS Group
Switzerland
$606K +$32.2K +630 +5%
CPP
13
Capasso Planning Partners
South Carolina
$521K +$51 +1 +0%
Truist Financial
14
Truist Financial
North Carolina
$477K -$11.7K -228 -2%
Jane Street
15
Jane Street
New York
$415K +$431K +8,429 New
AWE
16
Avidian Wealth Enterprises
Texas
$403K -$15.1K -296 -3%
PFA
17
Professional Financial Advisors
Nebraska
$391K +$1.94K +38 +0.5%
SA
18
Sanctuary Advisors
Indiana
$340K +$21.5K +421 +7%
MPWT
19
MassMutual Private Wealth & Trust
Connecticut
$329K +$304K +5,946 +800%
CFD
20
Creative Financial Designs
Indiana
$324K +$9.5K +186 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$266K +$107K +2,094 +63%
MML Investors Services
22
MML Investors Services
Massachusetts
$239K -$15K -293 -6%
GRP
23
Global Retirement Partners
California
$236K +$2.2K +43 +0.9%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$201K +$209K +4,093 New
CIAS
25
Capital Investment Advisory Services
North Carolina
$163K -$12.5K -244 -7%