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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.21M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.52M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$431K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$309K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$805K |
| 2 |
SG Americas Securities
New York
|
-$710K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
-$330K |
| 4 |
Morgan Stanley
New York
|
-$241K |
| 5 |
LPL Financial
San Diego,
California
|
-$185K |
SPVM Hedge Fund Activity: Q3 2017 in Review
15 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 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.