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Invesco S&P 500 Value with Momentum ETF
SPVM

14 hedge funds and large institutions have $27.2M invested in Invesco S&P 500 Value with Momentum ETF in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding

Funds holding: 11 → 14 (+3)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

14% more capital invested

Capital invested by funds: $23.9M → $27.2M (+$3.25M)

5.72% more ownership

Funds ownership: 70.27% → 75.99% (+5.7%)

Holders
14
Holders Change
+3
Holders Change %
+27.27%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$949K
2
Citadel Advisors
Citadel Advisors
Florida
+$779K
3
LPL Financial
LPL Financial
California
+$546K
4
Jane Street
Jane Street
New York
+$208K
5
Morgan Stanley
Morgan Stanley
New York
+$104K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$240K
2
WBG
Wharton Business Group
Pennsylvania
-$174K
3
SG Americas Securities
SG Americas Securities
New York
-$80.4K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$74.9K

SPVM Hedge Fund Activity: Q4 2015 in Review

14 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q4 2015, worth a combined $27.2M — up 14% from $23.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SPVM positions and 0 closed out — a net gain of 3 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $949K. The largest seller was HighTower Advisors, cutting an estimated $240K.

  • 14 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q4 2015, up from 11 in Q3 2015.
  • Funds reported $27.2M of Invesco S&P 500 Value with Momentum ETF stock for Q4 2015, up 14% quarter-over-quarter.
  • 3 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q4 2015 and 0 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Value with Momentum ETF buyer in Q4 2015 was Susquehanna International Group, an estimated $949K added.
  • The largest Invesco S&P 500 Value with Momentum ETF seller in Q4 2015 was HighTower Advisors, an estimated $240K sold.

Based on aggregated 13F filings for Q4 2015.