Invesco S&P 500 Value with Momentum ETF
SPVM
26 hedge funds and large institutions have $76.8M invested in Invesco S&P 500 Value with Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
13% more funds holding
Funds holding: 23 → 26 (+3)
7.53% more ownership
Funds ownership: 75.63% → 83.16% (+7.5%)
4% more capital invested
Capital invested by funds: $73.7M → $76.8M (+$3.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.65M |
| 2 |
Goldman Sachs
New York
|
+$5.95M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$4.12M |
| 4 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
+$791K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$372K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.99M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$910K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$531K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$435K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$434K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Ameriprise
Minneapolis,
Minnesota
| – | -$2.99M | -76,727 | Closed |
|
27
LPL Financial
San Diego,
California
| – | -$301K | -7,713 | Closed |
|
|
SS
28
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$228K | -5,840 | Closed |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| – | -$8K | -205 | Closed |
|
30
Wells Fargo
San Francisco,
California
| – | -$37 | -1 | Closed |
|
SPVM Hedge Fund Activity: Q4 2018 in Review
26 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q4 2018, worth a combined $76.8M — up 4.2% from $73.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SPVM positions and 5 closed out — a net gain of 3 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $6.65M. The largest seller was Ameriprise, exiting entirely with an estimated $2.99M sold.
- 26 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q4 2018, up from 23 in Q3 2018.
- Funds reported $76.8M of Invesco S&P 500 Value with Momentum ETF stock for Q4 2018, up 4.2% quarter-over-quarter.
- 8 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q4 2018 and 5 closed out, a net change of +3 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $6.65M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q4 2018 was Ameriprise, an estimated $2.99M sold.
Based on aggregated 13F filings for Q4 2018.