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.
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
47% more capital invested
Capital invested by funds: $5.42M → $7.96M (+$2.55M)
8% more funds holding
Funds holding: 13 → 14 (+1)
0.81% less ownership
Funds ownership: 21.21% → 20.4% (-0.81%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.35M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$371K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$304K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$156K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$140K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$105K |
| 2 |
NFG
Next Financial Group
Houston,
Texas
|
-$48.7K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$49 |
SPVM Hedge Fund Activity: Q2 2021 in Review
14 of the 5,745 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.