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Invesco S&P 500 Value with Momentum ETF
SPVM

15 hedge funds and large institutions have $55.8M invested in Invesco S&P 500 Value with Momentum ETF in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $51M → $55.8M (+$4.8M)

0.35% more ownership

Funds ownership: 70.86% → 71.21% (+0.35%)

12% less funds holding

Funds holding: 17 → 15 (-2)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
15
Holders Change
-2
Holders Change %
-11.76%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.21M
2
Bank of America
Bank of America
North Carolina
+$1.52M
3
Ameriprise
Ameriprise
Minnesota
+$431K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$309K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.4K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$805K
2
SG Americas Securities
SG Americas Securities
New York
-$710K
3
NFG
Next Financial Group
Texas
-$330K
4
Morgan Stanley
Morgan Stanley
New York
-$241K
5
LPL Financial
LPL Financial
California
-$185K

SPVM Hedge Fund Activity: Q3 2017 in Review

15 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q3 2017, worth a combined $55.8M — up 9.4% from $51M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of SPVM and 1 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 4 added.

The largest buyer was UBS Group, adding an estimated $3.21M. The largest seller was Jane Street, exiting entirely with an estimated $805K sold.

  • 15 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q3 2017, down from 17 in Q2 2017.
  • Funds reported $55.8M of Invesco S&P 500 Value with Momentum ETF stock for Q3 2017, up 9.4% quarter-over-quarter.
  • 1 fund opened new Invesco S&P 500 Value with Momentum ETF positions in Q3 2017 and 2 closed out, a net change of -1 holder.
  • The largest Invesco S&P 500 Value with Momentum ETF buyer in Q3 2017 was UBS Group, an estimated $3.21M added.
  • The largest Invesco S&P 500 Value with Momentum ETF seller in Q3 2017 was Jane Street, an estimated $805K sold.

Based on aggregated 13F filings for Q3 2017.