Invesco S&P 500 Value with Momentum ETF
SPVM
22 hedge funds and large institutions have $56.4M invested in Invesco S&P 500 Value with Momentum ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
16% more funds holding
Funds holding: 19 → 22 (+3)
8.61% less ownership
Funds ownership: 62.98% → 54.38% (-8.6%)
10% less capital invested
Capital invested by funds: $62.8M → $56.4M (-$6.42M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.53M |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$823K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$637K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$328K |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$262K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$8.76M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$662K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$594K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$492K |
| 5 |
Jane Street
New York
|
-$223K |
SPVM Hedge Fund Activity: Q2 2018 in Review
22 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q2 2018, worth a combined $56.4M — down 10% from $62.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SPVM positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was Ameriprise, adding an estimated $1.53M. The largest seller was Invesco, cutting an estimated $8.76M.
- 22 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q2 2018, up from 19 in Q1 2018.
- Funds reported $56.4M of Invesco S&P 500 Value with Momentum ETF stock for Q2 2018, down 10% quarter-over-quarter.
- 6 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q2 2018 and 3 closed out, a net change of +3 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q2 2018 was Ameriprise, an estimated $1.53M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q2 2018 was Invesco, an estimated $8.76M sold.
Based on aggregated 13F filings for Q2 2018.