Invesco S&P 500 Value with Momentum ETF
SPVM
17 hedge funds and large institutions have $12.8M invested in Invesco S&P 500 Value with Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 0 closing their positions.
60% more capital invested
Capital invested by funds: $7.96M → $12.8M (+$4.79M)
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
21% more funds holding
Funds holding: 14 → 17 (+3)
14.36% more ownership
Funds ownership: 20.4% → 34.76% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.57M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.12M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$429K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$386K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$310K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$61.6K |
| 2 |
Morgan Stanley
New York
|
-$46.5K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$7.07K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.44K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.8K |
SPVM Hedge Fund Activity: Q3 2021 in Review
17 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q3 2021, worth a combined $12.8M — up 60% from $7.96M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SPVM positions and 0 closed out — a net gain of 3 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was NewEdge Advisors, opening a new position worth an estimated $2.57M. The largest seller was Bank of America, cutting an estimated $61.6K.
- 17 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q3 2021, up from 14 in Q2 2021.
- Funds reported $12.8M of Invesco S&P 500 Value with Momentum ETF stock for Q3 2021, up 60% quarter-over-quarter.
- 3 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q3 2021 and 0 closed out, a net change of +3 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q3 2021 was NewEdge Advisors, an estimated $2.57M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q3 2021 was Bank of America, an estimated $61.6K sold.
Based on aggregated 13F filings for Q3 2021.