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Invesco S&P 500 Value with Momentum ETF
SPVM

7 hedge funds and large institutions have $4.28M invested in Invesco S&P 500 Value with Momentum ETF in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more capital invested

Capital invested by funds: $1.67M → $4.28M (+$2.61M)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

17% more funds holding

Funds holding: 6 → 7 (+1)

15.59% more ownership

Funds ownership: 14.29% → 29.88% (+16%)

Holders
7
Holders Change
+1
Holders Change %
+16.67%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$1.75M
2
Bank of America
Bank of America
North Carolina
+$736K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$196K
4
U
UBS
Switzerland
+$3.83K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$310K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$1.82M +$1.75M +63,512 New
RJA
2
Raymond James & Associates
Florida
$1.08M – – –
Bank of America
3
Bank of America
North Carolina
$812K +$736K +26,746 +1,691%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$328K -$12.7K -460 -4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$204K +$196K +7,109 New
U
6
UBS
Switzerland
$33K +$3.83K +139 +14%
MFS
7
MSI Financial Services
Massachusetts
$6K – – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
– -$310K -11,941 Closed

SPVM Hedge Fund Activity: Q4 2013 in Review

7 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q4 2013, worth a combined $4.28M — up 156% from $1.67M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SPVM positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $1.75M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $310K sold.

  • 7 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q4 2013, up from 6 in Q3 2013.
  • Funds reported $4.28M of Invesco S&P 500 Value with Momentum ETF stock for Q4 2013, up 156% quarter-over-quarter.
  • 2 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q4 2013 and 1 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Value with Momentum ETF buyer in Q4 2013 was HighTower Advisors, an estimated $1.75M added.
  • The largest Invesco S&P 500 Value with Momentum ETF seller in Q4 2013 was Royal Bank of Canada, an estimated $310K sold.

Based on aggregated 13F filings for Q4 2013.