Invesco S&P 500 Value with Momentum ETF
SPVM
20 hedge funds and large institutions have $61.6M invested in Invesco S&P 500 Value with Momentum ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
33% more funds holding
Funds holding: 15 → 20 (+5)
10% more capital invested
Capital invested by funds: $55.8M → $61.6M (+$5.78M)
10.06% less ownership
Funds ownership: 71.21% → 61.15% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$1.49M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.34M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$674K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$594K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$482K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.26M |
| 2 |
Morgan Stanley
New York
|
-$737K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$168K |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
-$8K |
| 5 |
LPL Financial
San Diego,
California
|
-$38 |
SPVM Hedge Fund Activity: Q4 2017 in Review
20 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q4 2017, worth a combined $61.6M — up 10% from $55.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SPVM positions and 1 closed out — a net gain of 5 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was First Allied Advisory Services, opening a new position worth an estimated $1.49M. The largest seller was Invesco, cutting an estimated $1.26M.
- 20 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q4 2017, up from 15 in Q3 2017.
- Funds reported $61.6M of Invesco S&P 500 Value with Momentum ETF stock for Q4 2017, up 10% quarter-over-quarter.
- 6 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q4 2017 and 1 closed out, a net change of +5 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q4 2017 was First Allied Advisory Services, an estimated $1.49M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q4 2017 was Invesco, an estimated $1.26M sold.
Based on aggregated 13F filings for Q4 2017.