Invesco S&P 500 Value with Momentum ETF
SPVM
20 hedge funds and large institutions have $17.5M invested in Invesco S&P 500 Value with Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
0.76% less ownership
Funds ownership: 41.07% → 40.32% (-0.76%)
5% less funds holding
Funds holding: 21 → 20 (-1)
17% less capital invested
Capital invested by funds: $21.1M → $17.5M (-$3.57M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.15M |
| 2 |
LPL Financial
San Diego,
California
|
+$578K |
| 3 |
CFG
Cooper Financial Group
Irvine,
California
|
+$293K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$275K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$237K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.6M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.25M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$462K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$213K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$213K |
SPVM Hedge Fund Activity: Q3 2022 in Review
20 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q3 2022, worth a combined $17.5M — down 17% from $21.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SPVM and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 9 added.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $1.15M. The largest seller was Ameriprise, cutting an estimated $3.6M.
- 20 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q3 2022, down from 21 in Q2 2022.
- Funds reported $17.5M of Invesco S&P 500 Value with Momentum ETF stock for Q3 2022, down 17% quarter-over-quarter.
- 2 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q3 2022 and 3 closed out, a net change of -1 holder.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q3 2022 was Thrivent Financial for Lutherans, an estimated $1.15M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q3 2022 was Ameriprise, an estimated $3.6M sold.
Based on aggregated 13F filings for Q3 2022.