Invesco S&P 500 Value with Momentum ETF
SPVM
32 hedge funds and large institutions have $59M invested in Invesco S&P 500 Value with Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
14% more funds holding
Funds holding: 28 → 32 (+4)
2% more capital invested
Capital invested by funds: $58.1M → $59M (+$931K)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.55% less ownership
Funds ownership: 63.49% → 59.94% (-3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tactive Advisors
Jacksonville,
Florida
|
+$6.33M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.99M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$1.44M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.14M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$617K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$14M |
| 2 |
Morgan Stanley
New York
|
-$1.06M |
| 3 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$850K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$364K |
| 5 |
BWG
Beta Wealth Group
San Diego,
California
|
-$179K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
26
Sound Income Strategies
Ft Lauderdale,
Florida
| $14.4K | – | – | – |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $7.86K | +$7.99K | +114 | New |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $5.24K | +$981 | +14 | +23% |
|
|
KFI
29
Key Financial Inc
West Chester,
Pennsylvania
| $4.07K | – | – | – |
|
|
SS
30
Sunbelt Securities
Houston,
Texas
| $827 | – | – | – |
|
31
Fidelity Investments
Boston,
Massachusetts
| $482 | +$491 | +7 | New |
|
|
LFG
32
Larson Financial Group
St Louis,
Missouri
| $53 | -$38.3K | -547 | -100% |
|
33
Wells Fargo
San Francisco,
California
| $11 | -$70 | -1 | Closed |
|
|
IA
34
IFG Advisory
Atlanta,
Georgia
| – | -$850K | -12,536 | Closed |
|
|
KAS
35
Kestra Advisory Services
Austin,
Texas
| – | -$74.8K | -1,103 | Closed |
|
|
IAIM
36
International Assets Investment Management
Orlando,
Florida
| – | -$10.2K | -150 | Closed |
|
SPVM Hedge Fund Activity: Q1 2026 in Review
32 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q1 2026, worth a combined $59M — up 1.6% from $58.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SPVM positions and 4 closed out — a net gain of 5 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Tactive Advisors, opening a new position worth an estimated $6.33M. The largest seller was Raymond James Financial, cutting an estimated $14M.
- 32 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q1 2026, up from 28 in Q4 2025.
- Funds reported $59M of Invesco S&P 500 Value with Momentum ETF stock for Q1 2026, up 1.6% quarter-over-quarter.
- 9 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q1 2026 and 4 closed out, a net change of +5 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q1 2026 was Tactive Advisors, an estimated $6.33M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q1 2026 was Raymond James Financial, an estimated $14M sold.
Based on aggregated 13F filings for Q1 2026.