Invesco S&P 500 Value with Momentum ETF
SPVM
15 hedge funds and large institutions have $14.2M invested in Invesco S&P 500 Value with Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 2 closing their positions.
2.81% more ownership
Funds ownership: 34.08% → 36.89% (+2.8%)
5% less capital invested
Capital invested by funds: $14.9M → $14.2M (-$692K)
12% less funds holding
Funds holding: 17 → 15 (-2)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFG
Cooper Financial Group
Irvine,
California
|
+$928K |
| 2 |
RFG
RFP Financial Group
Atlanta,
Georgia
|
+$178K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$121K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$99.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$904K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$454K |
| 3 |
Morgan Stanley
New York
|
-$322K |
| 4 |
LPL Financial
San Diego,
California
|
-$196K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$185K |
SPVM Hedge Fund Activity: Q2 2023 in Review
15 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q2 2023, worth a combined $14.2M — down 4.6% from $14.9M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SPVM and 1 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 3 added.
The largest buyer was Cooper Financial Group, adding an estimated $928K. The largest seller was Susquehanna International Group, cutting an estimated $904K.
- 15 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q2 2023, down from 17 in Q1 2023.
- Funds reported $14.2M of Invesco S&P 500 Value with Momentum ETF stock for Q2 2023, down 4.6% quarter-over-quarter.
- 1 fund opened new Invesco S&P 500 Value with Momentum ETF positions in Q2 2023 and 2 closed out, a net change of -1 holder.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q2 2023 was Cooper Financial Group, an estimated $928K added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q2 2023 was Susquehanna International Group, an estimated $904K sold.
Based on aggregated 13F filings for Q2 2023.