Invesco S&P 500 Value with Momentum ETF
SPVM
14 hedge funds and large institutions have $61M invested in Invesco S&P 500 Value with Momentum ETF in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.
1% more capital invested
Capital invested by funds: $60.3M → $61M (+$622K)
0% more funds holding
Funds holding: 14 → 14 (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: 5 | Existing positions reduced: 5
11.84% less ownership
Funds ownership: 88.49% → 76.65% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$3.92M |
| 2 |
SG Americas Securities
New York
|
+$3.31M |
| 3 |
Jane Street
New York
|
+$641K |
| 4 |
Morgan Stanley
New York
|
+$91.7K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$83.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$4.94M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$3.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.03M |
| 4 |
LPL Financial
San Diego,
California
|
-$991K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$990K |
SPVM Hedge Fund Activity: Q2 2016 in Review
14 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q2 2016, worth a combined $61M — up 1% from $60.3M a quarter earlier.
Fund positioning in SPVM was balanced in Q2 2016: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 5 trimmed.
The largest buyer was Invesco, adding an estimated $3.92M. The largest seller was Wharton Business Group, cutting an estimated $4.94M.
- 14 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q2 2016, unchanged from Q1 2016.
- Funds reported $61M of Invesco S&P 500 Value with Momentum ETF stock for Q2 2016, up 1% quarter-over-quarter.
- 2 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q2 2016 and 2 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q2 2016 was Invesco, an estimated $3.92M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q2 2016 was Wharton Business Group, an estimated $4.94M sold.
Based on aggregated 13F filings for Q2 2016.