Invesco S&P 500 Value with Momentum ETF
SPVM
18 hedge funds and large institutions have $24.8M invested in Invesco S&P 500 Value with Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 4 closing their positions.
23.55% more ownership
Funds ownership: 50.08% → 73.63% (+24%)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
10% less funds holding
Funds holding: 20 → 18 (-2)
15% less capital invested
Capital invested by funds: $29.2M → $24.8M (-$4.33M)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.52M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$1.29M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.01M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$929K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$690K |
| 2 |
Jane Street
New York
|
-$530K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$341K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$236K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$117K |
SPVM Hedge Fund Activity: Q1 2020 in Review
18 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q1 2020, worth a combined $24.8M — down 15% from $29.2M a quarter earlier.
Fund positioning in SPVM was balanced in Q1 2020: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.52M. The largest seller was Envestnet Asset Management, cutting an estimated $690K.
- 18 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q1 2020, down from 20 in Q4 2019.
- Funds reported $24.8M of Invesco S&P 500 Value with Momentum ETF stock for Q1 2020, down 15% quarter-over-quarter.
- 4 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q1 2020 and 4 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q1 2020 was Morgan Stanley, an estimated $6.52M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q1 2020 was Envestnet Asset Management, an estimated $690K sold.
Based on aggregated 13F filings for Q1 2020.