Invesco S&P 500 Value with Momentum ETF
SPVM
13 hedge funds and large institutions have $5.42M invested in Invesco S&P 500 Value with Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 4 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
32.96% less ownership
Funds ownership: 54.16% → 21.21% (-33%)
73% less capital invested
Capital invested by funds: $19.8M → $5.42M (-$14.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$688K |
| 2 |
Morgan Stanley
New York
|
+$665K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$474K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$202K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$197K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.8M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$1.37M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$790K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$354K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$151K |
SPVM Hedge Fund Activity: Q1 2021 in Review
13 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q1 2021, worth a combined $5.42M — down 73% from $19.8M a quarter earlier.
Fund positioning in SPVM was balanced in Q1 2021: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 1 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $688K. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $14.8M sold.
- 13 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $5.42M of Invesco S&P 500 Value with Momentum ETF stock for Q1 2021, down 73% quarter-over-quarter.
- 4 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q1 2021 and 4 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q1 2021 was Ameriprise, an estimated $688K added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $14.8M sold.
Based on aggregated 13F filings for Q1 2021.