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Invesco S&P 500 Value with Momentum ETF
SPVM

14 hedge funds and large institutions have $7.96M invested in Invesco S&P 500 Value with Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,482% more capital inflows, than outflows

Capital inflows: $2.42M | Capital outflows: $153K

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

8% more funds holding

Funds holding: 13 → 14 (+1)

7.44% more ownership

Funds ownership: 12.96% → 20.4% (+7.4%)

Holders
14
Holders Change
+1
Holders Change %
+7.69%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.35M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$371K
3
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
+$304K
4
UBS Group
UBS Group
Switzerland
+$156K
5
Ameriprise
Ameriprise
Minnesota
+$140K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$105K
2
Next Financial Group
Next Financial Group
Texas
-$48.7K
3
Wells Fargo
Wells Fargo
California
-$49

SPVM Hedge Fund Activity: Q2 2021 in Review

14 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q2 2021, worth a combined $7.96M — up 47% from $5.42M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SPVM positions and 1 closed out — a net gain of 1 holder — while 9 added to existing stakes and 2 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.35M. The largest seller was Morgan Stanley, cutting an estimated $105K.

  • 14 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q2 2021, up from 13 in Q1 2021.
  • Funds reported $7.96M of Invesco S&P 500 Value with Momentum ETF stock for Q2 2021, up 47% quarter-over-quarter.
  • 2 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q2 2021 and 1 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Value with Momentum ETF buyer in Q2 2021 was LPL Financial, an estimated $1.35M added.
  • The largest Invesco S&P 500 Value with Momentum ETF seller in Q2 2021 was Morgan Stanley, an estimated $105K sold.

Based on aggregated 13F filings for Q2 2021.