Invesco S&P 500 Value with Momentum ETF
SPVM
28 hedge funds and large institutions have $80.5M invested in Invesco S&P 500 Value with Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
8% more funds holding
Funds holding: 26 → 28 (+2)
5% more capital invested
Capital invested by funds: $76.8M → $80.5M (+$3.69M)
0.5% more ownership
Funds ownership: 83.16% → 83.66% (+0.5%)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$752K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$680K |
| 3 |
LPL Financial
San Diego,
California
|
+$311K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$242K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$222K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$7.07M |
| 2 |
Jane Street
New York
|
-$804K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$178K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$89.9K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$76.8K |
SPVM Hedge Fund Activity: Q1 2019 in Review
28 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q1 2019, worth a combined $80.5M — up 4.8% from $76.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SPVM positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 10 trimmed.
The largest buyer was Invesco, adding an estimated $752K. The largest seller was UBS Group, cutting an estimated $7.07M.
- 28 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q1 2019, up from 26 in Q4 2018.
- Funds reported $80.5M of Invesco S&P 500 Value with Momentum ETF stock for Q1 2019, up 4.8% quarter-over-quarter.
- 6 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q1 2019 and 4 closed out, a net change of +2 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q1 2019 was Invesco, an estimated $752K added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q1 2019 was UBS Group, an estimated $7.07M sold.
Based on aggregated 13F filings for Q1 2019.