Invesco S&P 500 Value with Momentum ETF
SPVM
SPVM
10 hedge funds and large institutions have $4.82M invested in Invesco S&P 500 Value with Momentum ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
Holders
10
Holders Change
+3
Holders Change %
+42.86%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
1
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
LPL Financial
San Diego,
California
|
$445K |
| 2 |
2
Morgan Stanley
New York
|
$273K |
| 3 |
3
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$120K |
| 4 |
4
HighTower Advisors
Chicago,
Illinois
|
$1.85M |
Top Sellers
| 1 |
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$0 |
| 2 |
U
2
UBS
Zurich,
Switzerland
|
$14K |
| 3 |
3
Bank of America
Charlotte,
North Carolina
|
$812K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
HighTower Advisors
Chicago,
Illinois
| $1.85M | 63,834 | +322 | +0.5% |
|
|
RJA
2
Raymond James & Associates
St Petersburg,
Florida
| $1.09M | 37,659 | – | – |
|
|
3
Bank of America
Charlotte,
North Carolina
| $812K | 28,023 | -305 | -1% |
|
|
4
LPL Financial
San Diego,
California
| $445K | 15,371 | +15,371 | New |
|
|
5
Morgan Stanley
New York
| $273K | 9,411 | +9,411 | New |
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $206K | 7,109 | – | – |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $120K | 4,157 | +4,157 | New |
|
|
U
8
UBS
Zurich,
Switzerland
| $14K | 475 | -665 | -58% |
|
|
MFS
9
MSI Financial Services
Springfield,
Massachusetts
| $6K | 223 | – | – |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | – | -11,447 | Closed |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $0 | 8 | +8 | New |
|