Invesco S&P 500 Value with Momentum ETF
SPVM
14 hedge funds and large institutions have $20.1M invested in Invesco S&P 500 Value with Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 2 closing their positions.
2.26% more ownership
Funds ownership: 58.31% → 60.58% (+2.3%)
1% less capital invested
Capital invested by funds: $20.3M → $20.1M (-$145K)
7% less funds holding
Funds holding: 15 → 14 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
67% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$782K |
| 2 |
Morgan Stanley
New York
|
+$331K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
+$62.1K |
| 4 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$6.03K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.43M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$464K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$181K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$160K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$91.4K |
SPVM Hedge Fund Activity: Q3 2020 in Review
14 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q3 2020, worth a combined $20.1M — down 0.72% from $20.3M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SPVM and 1 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 3 added.
The largest buyer was Citadel Advisors, adding an estimated $782K. The largest seller was Susquehanna International Group, cutting an estimated $1.43M.
- 14 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q3 2020, down from 15 in Q2 2020.
- Funds reported $20.1M of Invesco S&P 500 Value with Momentum ETF stock for Q3 2020, down 0.72% quarter-over-quarter.
- 1 fund opened new Invesco S&P 500 Value with Momentum ETF positions in Q3 2020 and 2 closed out, a net change of -1 holder.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q3 2020 was Citadel Advisors, an estimated $782K added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q3 2020 was Susquehanna International Group, an estimated $1.43M sold.
Based on aggregated 13F filings for Q3 2020.