Invesco S&P 500 Value with Momentum ETF
SPVM
28 hedge funds and large institutions have $58.1M invested in Invesco S&P 500 Value with Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
50% more capital invested
Capital invested by funds: $38.7M → $58.1M (+$19.4M)
27% more funds holding
Funds holding: 22 → 28 (+6)
6.4% more ownership
Funds ownership: 57.09% → 63.49% (+6.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$15.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.54M |
| 3 |
CWMGP
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
+$367K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$232K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWG
Beta Wealth Group
San Diego,
California
|
-$217K |
| 2 |
CFG
Cooper Financial Group
Irvine,
California
|
-$95.1K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$66K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$20.2K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$11.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFI
26
Key Financial Inc
West Chester,
Pennsylvania
| $4K | -$5.54K | -84 | -59% |
|
|
SS
27
Sunbelt Securities
Houston,
Texas
| $813 | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $46 | – | – | – |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| – | -$11.3K | -172 | Closed |
|
30
Citigroup
New York
| – | -$6.58K | -100 | Closed |
|
SPVM Hedge Fund Activity: Q4 2025 in Review
28 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q4 2025, worth a combined $58.1M — up 50% from $38.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SPVM positions and 2 closed out — a net gain of 6 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $15.5M. The largest seller was Beta Wealth Group, cutting an estimated $217K.
- 28 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q4 2025, up from 22 in Q3 2025.
- Funds reported $58.1M of Invesco S&P 500 Value with Momentum ETF stock for Q4 2025, up 50% quarter-over-quarter.
- 8 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q4 2025 and 2 closed out, a net change of +6 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q4 2025 was Raymond James Financial, an estimated $15.5M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q4 2025 was Beta Wealth Group, an estimated $217K sold.
Based on aggregated 13F filings for Q4 2025.