Invesco S&P 500 Value with Momentum ETF
SPVM
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.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
5% more funds holding
Funds holding: 20 → 21 (+1)
5% more capital invested
Capital invested by funds: $17.5M → $18.4M (+$839K)
0.27% more ownership
Funds ownership: 40.32% → 40.59% (+0.27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.22M |
| 2 |
CFG
Cooper Financial Group
Irvine,
California
|
+$696K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$393K |
| 4 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
+$208K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$57.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.45M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$179K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$169K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$114K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$57.2K |
SPVM Hedge Fund Activity: Q4 2022 in Review
21 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q4 2022, worth a combined $18.4M — up 4.8% from $17.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPVM positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.22M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $2.45M sold.
- 21 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q4 2022, up from 20 in Q3 2022.
- Funds reported $18.4M of Invesco S&P 500 Value with Momentum ETF stock for Q4 2022, up 4.8% quarter-over-quarter.
- 4 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q4 2022 and 2 closed out, a net change of +2 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q4 2022 was Susquehanna International Group, an estimated $1.22M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q4 2022 was Thrivent Financial for Lutherans, an estimated $2.45M sold.
Based on aggregated 13F filings for Q4 2022.