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Invesco S&P 500 Value with Momentum ETF
SPVM

18 hedge funds and large institutions have $62.4M invested in Invesco S&P 500 Value with Momentum ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

29% more funds holding

Funds holding: 14 → 18 (+4)

28% more capital invested

Capital invested by funds: $48.7M → $62.4M (+$13.7M)

7.81% less ownership

Funds ownership: 80.99% → 73.18% (-7.8%)

Holders
18
Holders Change
+4
Holders Change %
+28.57%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
8
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NCM
Niemann Capital Management
Nevada
+$5.75M
2
UCFA
United Capital Financial Advisors
Texas
+$2.78M
3
Invesco
Invesco
Georgia
+$1.43M
4
RJA
Raymond James & Associates
Florida
+$630K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$611K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$211K
2
SG Americas Securities
SG Americas Securities
New York
-$42.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$45.4M +$1.43M +40,254 +3%
NCM
2
Niemann Capital Management
Nevada
$5.77M +$5.75M +162,420 New
UCFA
3
United Capital Financial Advisors
Texas
$2.79M +$2.78M +78,624 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.81M +$86K +2,430 +5%
Morgan Stanley
5
Morgan Stanley
New York
$1.4M +$51.5K +1,456 +4%
RJA
6
Raymond James & Associates
Florida
$1.16M +$630K +17,808 +121%
Bank of America
7
Bank of America
North Carolina
$897K -$211K -5,961 -19%
SG Americas Securities
8
SG Americas Securities
New York
$846K -$42.5K -1,200 -5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$749K +$538K +15,187 +259%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$613K +$611K +17,251 New
Jane Street
11
Jane Street
New York
$546K +$305K +8,628 +128%
LPL Financial
12
LPL Financial
California
$376K +$58.6K +1,656 +18%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$68K +$46.1K +1,303 +217%
WA
14
WFG Advisors
Texas
$19K +$19.3K +545 New
AG
15
Advisor Group
Arizona
$18K – – –
NFG
16
Next Financial Group
Texas
$9K – – –
TRCT
17
Tower Research Capital (TRC)
New York
$4K +$3.54K +100 New

SPVM Hedge Fund Activity: Q1 2017 in Review

18 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q1 2017, worth a combined $62.4M — up 28% from $48.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SPVM positions and 0 closed out — a net gain of 5 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Niemann Capital Management, opening a new position worth an estimated $5.75M. The largest seller was Bank of America, cutting an estimated $211K.

  • 18 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q1 2017, up from 14 in Q4 2016.
  • Funds reported $62.4M of Invesco S&P 500 Value with Momentum ETF stock for Q1 2017, up 28% quarter-over-quarter.
  • 5 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q1 2017 and 0 closed out, a net change of +5 holders.
  • The largest Invesco S&P 500 Value with Momentum ETF buyer in Q1 2017 was Niemann Capital Management, an estimated $5.75M added.
  • The largest Invesco S&P 500 Value with Momentum ETF seller in Q1 2017 was Bank of America, an estimated $211K sold.

Based on aggregated 13F filings for Q1 2017.