Invesco S&P 500 Value with Momentum ETF
SPVM
13 hedge funds and large institutions have $27.3M invested in Invesco S&P 500 Value with Momentum ETF in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
8% more capital invested
Capital invested by funds: $25.4M → $27.3M (+$1.93M)
1.6% more ownership
Funds ownership: 65.65% → 67.25% (+1.6%)
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$1.85M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$690K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$561K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$109K |
| 5 |
LPL Financial
San Diego,
California
|
+$44.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$361K |
| 2 |
SG Americas Securities
New York
|
-$78.7K |
| 3 |
Morgan Stanley
New York
|
-$19.5K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$7K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$132 |
SPVM Hedge Fund Activity: Q1 2015 in Review
13 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q1 2015, worth a combined $27.3M — up 7.6% from $25.4M a quarter earlier.
Fund positioning in SPVM was balanced in Q1 2015: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was Transamerica Financial Advisors, opening a new position worth an estimated $1.85M. The largest seller was Raymond James & Associates, cutting an estimated $361K.
- 13 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $27.3M of Invesco S&P 500 Value with Momentum ETF stock for Q1 2015, up 7.6% quarter-over-quarter.
- 2 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q1 2015 and 2 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q1 2015 was Transamerica Financial Advisors, an estimated $1.85M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q1 2015 was Raymond James & Associates, an estimated $361K sold.
Based on aggregated 13F filings for Q1 2015.