SPVM icon

Invesco S&P 500 Value with Momentum ETF

21 hedge funds and large institutions have $18.4M invested in Invesco S&P 500 Value with Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$4.92M 99,745 +584 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$3.53M 71,459 +502 +0.7%
CFG
3
Cooper Financial Group
California
$2.23M 45,234 +14,120 +45%
Bank of America
4
Bank of America
North Carolina
$1.93M 39,046 -2,302 -6%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.72M 34,798 +24,736 +246%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$859K 17,415 +7,960 +84%
IA
7
IFG Advisory
Georgia
$658K 13,343
RJFSA
8
Raymond James Financial Services Advisors
Florida
$577K 11,701
Osaic Holdings
9
Osaic Holdings
Arizona
$372K 7,532 +1,165 +18%
TRCT
10
Tower Research Capital (TRC)
New York
$341K 6,917 -3,427 -33%
Ameriprise
11
Ameriprise
Minnesota
$316K 6,406 -1,160 -15%
NCM
12
Novare Capital Management
North Carolina
$253K 5,130
NRI
13
NFP Retirement Inc
California
$208K 4,225 +4,225 New
RFG
14
RFP Financial Group
Georgia
$187K 3,800 +3,800 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$152K 3,079 +861 +39%
UBS Group
16
UBS Group
Switzerland
$63.6K 1,289 -3,635 -74%
CA
17
Clearstead Advisors
Ohio
$30.6K 621
KFI
18
Key Financial Inc
Pennsylvania
$6.33K 143
MCC
19
Money Concepts Capital
Florida
$5.33K 108 +108 New
NA
20
NewEdge Advisors
Louisiana
$670 13,587 -314 -2%
Wells Fargo
21
Wells Fargo
California
$49 1 +1 New
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
-54,946 Closed
HGERS
23
Householder Group Estate & Retirement Specialist
Arizona
-260 Closed
CFGS
24
Concourse Financial Group Securities
Alabama