Invesco S&P 500 Value with Momentum ETF
SPVM
23 hedge funds and large institutions have $73.7M invested in Invesco S&P 500 Value with Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
31% more capital invested
Capital invested by funds: $56.4M → $73.7M (+$17.3M)
21.25% more ownership
Funds ownership: 54.38% → 75.63% (+21%)
5% more funds holding
Funds holding: 22 → 23 (+1)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$18.4M |
| 2 |
Jane Street
New York
|
+$623K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$196K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$88.4K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$76.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.83M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$638K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$231K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$203K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$94.1K |
SPVM Hedge Fund Activity: Q3 2018 in Review
23 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q3 2018, worth a combined $73.7M — up 31% from $56.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SPVM positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $18.4M. The largest seller was Invesco, cutting an estimated $2.83M.
- 23 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q3 2018, up from 22 in Q2 2018.
- Funds reported $73.7M of Invesco S&P 500 Value with Momentum ETF stock for Q3 2018, up 31% quarter-over-quarter.
- 3 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q3 2018 and 2 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $18.4M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q3 2018 was Invesco, an estimated $2.83M sold.
Based on aggregated 13F filings for Q3 2018.