Invesco S&P 500 Value with Momentum ETF
SPVM
24 hedge funds and large institutions have $27M invested in Invesco S&P 500 Value with Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 0 closing their positions.
114% more capital invested
Capital invested by funds: $12.6M → $27M (+$14.4M)
41% more funds holding
Funds holding: 17 → 24 (+7)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
14.04% more ownership
Funds ownership: 33.46% → 47.5% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.87M |
| 2 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
+$4.02M |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$2.56M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.07M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$839K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$460K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$363K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$325K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$229K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$109K |
SPVM Hedge Fund Activity: Q1 2022 in Review
24 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q1 2022, worth a combined $27M — up 114% from $12.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SPVM positions and 0 closed out — a net gain of 8 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Ameriprise, adding an estimated $4.87M. The largest seller was LPL Financial, cutting an estimated $460K.
- 24 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q1 2022, up from 17 in Q4 2021.
- Funds reported $27M of Invesco S&P 500 Value with Momentum ETF stock for Q1 2022, up 114% quarter-over-quarter.
- 8 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q1 2022 and 0 closed out, a net change of +8 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q1 2022 was Ameriprise, an estimated $4.87M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q1 2022 was LPL Financial, an estimated $460K sold.
Based on aggregated 13F filings for Q1 2022.