Invesco S&P 500 Value with Momentum ETF
SPVM
17 hedge funds and large institutions have $51M invested in Invesco S&P 500 Value with Momentum ETF in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.
2.32% less ownership
Funds ownership: 73.18% → 70.86% (-2.3%)
6% less funds holding
Funds holding: 18 → 17 (-1)
18% less capital invested
Capital invested by funds: $62.4M → $51M (-$11.4M)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.2M |
| 2 |
NFG
Next Financial Group
Houston,
Texas
|
+$321K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$281K |
| 4 |
Jane Street
New York
|
+$250K |
| 5 |
Morgan Stanley
New York
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$5.77M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$4.21M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.79M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.23M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$584K |
SPVM Hedge Fund Activity: Q2 2017 in Review
17 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q2 2017, worth a combined $51M — down 18% from $62.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SPVM and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 5 added.
The largest buyer was UBS Group, opening a new position worth an estimated $2.2M. The largest seller was Niemann Capital Management, exiting entirely with an estimated $5.77M sold.
- 17 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q2 2017, down from 18 in Q1 2017.
- Funds reported $51M of Invesco S&P 500 Value with Momentum ETF stock for Q2 2017, down 18% quarter-over-quarter.
- 2 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q2 2017 and 3 closed out, a net change of -1 holder.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q2 2017 was UBS Group, an estimated $2.2M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q2 2017 was Niemann Capital Management, an estimated $5.77M sold.
Based on aggregated 13F filings for Q2 2017.