Invesco S&P 500 Value with Momentum ETF
SPVM
19 hedge funds and large institutions have $62.8M invested in Invesco S&P 500 Value with Momentum ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
1.83% more ownership
Funds ownership: 61.15% → 62.98% (+1.8%)
2% more capital invested
Capital invested by funds: $61.6M → $62.8M (+$1.25M)
5% less funds holding
Funds holding: 20 → 19 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.84M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.19M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$589K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$284K |
| 5 |
Jane Street
New York
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$443K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$336K |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$294K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$242K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$99K |
SPVM Hedge Fund Activity: Q1 2018 in Review
19 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q1 2018, worth a combined $62.8M — up 2% from $61.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SPVM and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 7 added.
The largest buyer was UBS Group, adding an estimated $1.84M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $443K sold.
- 19 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q1 2018, down from 20 in Q4 2017.
- Funds reported $62.8M of Invesco S&P 500 Value with Momentum ETF stock for Q1 2018, up 2% quarter-over-quarter.
- 3 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q1 2018 and 4 closed out, a net change of -1 holder.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q1 2018 was UBS Group, an estimated $1.84M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q1 2018 was Raymond James & Associates, an estimated $443K sold.
Based on aggregated 13F filings for Q1 2018.