Invesco S&P 500 Value with Momentum ETF
SPVM
22 hedge funds and large institutions have $28.9M invested in Invesco S&P 500 Value with Momentum ETF in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 2 closing their positions.
7.4% more ownership
Funds ownership: 45.93% → 53.33% (+7.4%)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
2% less capital invested
Capital invested by funds: $29.4M → $28.9M (-$580K)
4% less funds holding
Funds holding: 23 → 22 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$788K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$529K |
| 3 |
Jane Street
New York
|
+$205K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$186K |
| 5 |
Morgan Stanley
New York
|
+$80.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.11M |
| 2 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
-$571K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$365K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$175K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$167K |
SPVM Hedge Fund Activity: Q3 2019 in Review
22 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q3 2019, worth a combined $28.9M — down 2% from $29.4M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SPVM and 1 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 8 added.
The largest buyer was Susquehanna International Group, adding an estimated $788K. The largest seller was Bank of America, cutting an estimated $1.11M.
- 22 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q3 2019, down from 23 in Q2 2019.
- Funds reported $28.9M of Invesco S&P 500 Value with Momentum ETF stock for Q3 2019, down 2% quarter-over-quarter.
- 1 fund opened new Invesco S&P 500 Value with Momentum ETF positions in Q3 2019 and 2 closed out, a net change of -1 holder.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q3 2019 was Susquehanna International Group, an estimated $788K added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q3 2019 was Bank of America, an estimated $1.11M sold.
Based on aggregated 13F filings for Q3 2019.