Invesco S&P 500 Value with Momentum ETF
SPVM
21 hedge funds and large institutions have $21.1M invested in Invesco S&P 500 Value with Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 6 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
6.43% less ownership
Funds ownership: 47.5% → 41.07% (-6.4%)
13% less funds holding
Funds holding: 24 → 21 (-3)
22% less capital invested
Capital invested by funds: $27M → $21.1M (-$5.9M)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.98M |
| 2 |
CFG
Cooper Financial Group
Irvine,
California
|
+$1.28M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.21M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.12M |
| 5 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$587K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
-$4.1M |
| 2 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$2.61M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.61M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$807K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$146K |
SPVM Hedge Fund Activity: Q2 2022 in Review
21 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q2 2022, worth a combined $21.1M — down 22% from $27M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SPVM and 3 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 8 added.
The largest buyer was Morgan Stanley, adding an estimated $1.98M. The largest seller was NFP Retirement Inc, exiting entirely with an estimated $4.1M sold.
- 21 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q2 2022, down from 24 in Q1 2022.
- Funds reported $21.1M of Invesco S&P 500 Value with Momentum ETF stock for Q2 2022, down 22% quarter-over-quarter.
- 3 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q2 2022 and 6 closed out, a net change of -3 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q2 2022 was Morgan Stanley, an estimated $1.98M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q2 2022 was NFP Retirement Inc, an estimated $4.1M sold.
Based on aggregated 13F filings for Q2 2022.