Invesco S&P 500 Value with Momentum ETF
SPVM
23 hedge funds and large institutions have $29.4M invested in Invesco S&P 500 Value with Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 5 closing their positions.
18% less funds holding
Funds holding: 28 → 23 (-5)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
37.73% less ownership
Funds ownership: 83.66% → 45.93% (-38%)
63% less capital invested
Capital invested by funds: $80.5M → $29.4M (-$51M)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$404K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$254K |
| 3 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$58.9K |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
+$39.2K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$38.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$36.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.82M |
| 3 |
Goldman Sachs
New York
|
-$5.92M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$1.6M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$326K |
SPVM Hedge Fund Activity: Q2 2019 in Review
23 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q2 2019, worth a combined $29.4M — down 63% from $80.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SPVM and 1 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 7 added.
The largest buyer was Citadel Advisors, adding an estimated $404K. The largest seller was Invesco, exiting entirely with an estimated $36.3M sold.
- 23 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q2 2019, down from 28 in Q1 2019.
- Funds reported $29.4M of Invesco S&P 500 Value with Momentum ETF stock for Q2 2019, down 63% quarter-over-quarter.
- 1 fund opened new Invesco S&P 500 Value with Momentum ETF positions in Q2 2019 and 5 closed out, a net change of -4 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q2 2019 was Citadel Advisors, an estimated $404K added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q2 2019 was Invesco, an estimated $36.3M sold.
Based on aggregated 13F filings for Q2 2019.