Invesco S&P 500 Value with Momentum ETF
SPVM
17 hedge funds and large institutions have $14.9M invested in Invesco S&P 500 Value with Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 7 closing their positions.
6.51% less ownership
Funds ownership: 40.59% → 34.08% (-6.5%)
19% less capital invested
Capital invested by funds: $18.4M → $14.9M (-$3.48M)
19% less funds holding
Funds holding: 21 → 17 (-4)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$471K |
| 2 |
CFG
Cooper Financial Group
Irvine,
California
|
+$389K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$178K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$99.5K |
| 5 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
+$13K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.62M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$859K |
| 3 |
Morgan Stanley
New York
|
-$587K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$488K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$316K |
SPVM Hedge Fund Activity: Q1 2023 in Review
17 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q1 2023, worth a combined $14.9M — down 19% from $18.4M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of SPVM and 3 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 3 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $471K. The largest seller was LPL Financial, cutting an estimated $1.62M.
- 17 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q1 2023, down from 21 in Q4 2022.
- Funds reported $14.9M of Invesco S&P 500 Value with Momentum ETF stock for Q1 2023, down 19% quarter-over-quarter.
- 3 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q1 2023 and 7 closed out, a net change of -4 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q1 2023 was Citadel Advisors, an estimated $471K added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q1 2023 was LPL Financial, an estimated $1.62M sold.
Based on aggregated 13F filings for Q1 2023.