Invesco S&P 500 Value with Momentum ETF
SPVM
17 hedge funds and large institutions have $12.6M invested in Invesco S&P 500 Value with Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
0% more funds holding
Funds holding: 17 → 17 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
1.3% less ownership
Funds ownership: 34.76% → 33.46% (-1.3%)
40% less capital inflows, than outflows
Capital inflows: $1.47M | Capital outflows: $2.46M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$767K |
| 2 |
LPL Financial
San Diego,
California
|
+$373K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$153K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$88.1K |
| 5 |
Morgan Stanley
New York
|
+$62.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.84M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$379K |
| 3 |
Tower Research Capital (TRC)
New York
|
-$163K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$29.5K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$28K |
SPVM Hedge Fund Activity: Q4 2021 in Review
17 of the 6,521 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q4 2021, worth a combined $12.6M — down 1.2% from $12.8M a quarter earlier.
Fund positioning in SPVM was balanced in Q4 2021: 1 fund opened new positions, 1 closed out, 7 added to existing stakes and 6 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $767K. The largest seller was NewEdge Advisors, cutting an estimated $1.84M.
- 17 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $12.6M of Invesco S&P 500 Value with Momentum ETF stock for Q4 2021, down 1.2% quarter-over-quarter.
- 1 fund opened new Invesco S&P 500 Value with Momentum ETF positions in Q4 2021 and 1 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q4 2021 was Susquehanna International Group, an estimated $767K added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q4 2021 was NewEdge Advisors, an estimated $1.84M sold.
Based on aggregated 13F filings for Q4 2021.