Invesco S&P 500 Value with Momentum ETF
SPVM
15 hedge funds and large institutions have $20.3M invested in Invesco S&P 500 Value with Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 5 closing their positions.
15.31% less ownership
Funds ownership: 73.63% → 58.31% (-15%)
17% less funds holding
Funds holding: 18 → 15 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
67% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 9
90% less capital inflows, than outflows
Capital inflows: $980K | Capital outflows: $9.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$899K |
| 2 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$36.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$20.5K |
| 4 |
Cetera Advisor Networks
El Segundo,
California
|
+$17.4K |
| 5 |
Private Advisor Group
Morristown,
New Jersey
|
+$6.47K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.55M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$729K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$476K |
| 4 |
LPL Financial
San Diego,
California
|
-$241K |
| 5 |
First Allied Advisory Services
San Diego,
California
|
-$216K |
SPVM Hedge Fund Activity: Q2 2020 in Review
15 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q2 2020, worth a combined $20.3M — down 18% from $24.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SPVM and 2 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 3 added.
The largest buyer was Susquehanna International Group, adding an estimated $899K. The largest seller was Morgan Stanley, cutting an estimated $7.55M.
- 15 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q2 2020, down from 18 in Q1 2020.
- Funds reported $20.3M of Invesco S&P 500 Value with Momentum ETF stock for Q2 2020, down 18% quarter-over-quarter.
- 2 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q2 2020 and 5 closed out, a net change of -3 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q2 2020 was Susquehanna International Group, an estimated $899K added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q2 2020 was Morgan Stanley, an estimated $7.55M sold.
Based on aggregated 13F filings for Q2 2020.