Invesco S&P 500 Value with Momentum ETF
SPVM
20 hedge funds and large institutions have $29.2M invested in Invesco S&P 500 Value with Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.
1% more capital invested
Capital invested by funds: $28.9M → $29.2M (+$304K)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
3.25% less ownership
Funds ownership: 53.33% → 50.08% (-3.3%)
9% less funds holding
Funds holding: 22 → 20 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.85M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$498K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$296K |
| 4 |
Jane Street
New York
|
+$296K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$183K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.33M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.2M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$1.01M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$568K |
| 5 |
Goldman Sachs
New York
|
-$382K |
SPVM Hedge Fund Activity: Q4 2019 in Review
20 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q4 2019, worth a combined $29.2M — up 1.1% from $28.9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SPVM and 1 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 8 added.
The largest buyer was Morgan Stanley, adding an estimated $1.85M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.33M sold.
- 20 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q4 2019, down from 22 in Q3 2019.
- Funds reported $29.2M of Invesco S&P 500 Value with Momentum ETF stock for Q4 2019, up 1.1% quarter-over-quarter.
- 1 fund opened new Invesco S&P 500 Value with Momentum ETF positions in Q4 2019 and 3 closed out, a net change of -2 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q4 2019 was Morgan Stanley, an estimated $1.85M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q4 2019 was Citadel Advisors, an estimated $1.33M sold.
Based on aggregated 13F filings for Q4 2019.