Invesco S&P 500 Value with Momentum ETF
SPVM
13 hedge funds and large institutions have $19.8M invested in Invesco S&P 500 Value with Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 3 closing their positions.
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
6.42% less ownership
Funds ownership: 60.58% → 54.16% (-6.4%)
7% less funds holding
Funds holding: 14 → 13 (-1)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
75% less capital inflows, than outflows
Capital inflows: $936K | Capital outflows: $3.74M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$467K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$335K |
| 3 |
Morgan Stanley
New York
|
+$115K |
| 4 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$13.5K |
| 5 |
Key Financial Inc
West Chester,
Pennsylvania
|
+$5.51K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.69M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$694K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$693K |
| 4 |
Tower Research Capital (TRC)
New York
|
-$304K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$201K |
SPVM Hedge Fund Activity: Q4 2020 in Review
13 of the 5,678 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q4 2020, worth a combined $19.8M — down 1.6% from $20.1M a quarter earlier.
Fund positioning in SPVM was balanced in Q4 2020: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $467K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.69M sold.
- 13 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q4 2020, down from 14 in Q3 2020.
- Funds reported $19.8M of Invesco S&P 500 Value with Momentum ETF stock for Q4 2020, down 1.6% quarter-over-quarter.
- 3 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q4 2020 and 3 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q4 2020 was LPL Financial, an estimated $467K added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q4 2020 was Citadel Advisors, an estimated $1.69M sold.
Based on aggregated 13F filings for Q4 2020.