SPVM icon

Invesco S&P 500 Value with Momentum ETF
SPVM

Overview Fund Activity

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.

Holders
15
Holders Change
-2
Holders Change %
-11.76%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFG
1
Cooper Financial Group
California
$3.5M
2
RFG
2
RFP Financial Group
Georgia
$183K
3
Bank of America
3
Bank of America
North Carolina
$1.97M
4
UBS Group
4
UBS Group
Switzerland
$102K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$270K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$2.53M
4
LPL Financial
4
LPL Financial
California
$3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$133K
Name Market Value Shares Shares
Change 		Shares
Change %
CFG
1
Cooper Financial Group
California
$3.5M 72,924 +19,778 +37%
LPL Financial
2
LPL Financial
California
$3M 62,512 -4,183 -6%
Morgan Stanley
3
Morgan Stanley
New York
$2.53M 52,638 -6,869 -12%
Bank of America
4
Bank of America
North Carolina
$1.97M 40,979 +2,575 +7%
IA
5
IFG Advisory
Georgia
$641K 13,343 – –
NA
6
NewEdge Advisors
Louisiana
$565K 11,750 -527 -4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$562K 11,701 – –
TRCT
8
Tower Research Capital (TRC)
New York
$364K 7,569 -1,373 -15%
Osaic Holdings
9
Osaic Holdings
Arizona
$320K 6,664 -655 -9%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$270K 5,613 -19,260 -77%
RFG
11
RFP Financial Group
Georgia
$183K 3,800 +3,800 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$133K 2,765 -3,940 -59%
UBS Group
13
UBS Group
Switzerland
$102K 2,117 +2,114 +70,467%
CA
14
Clearstead Advisors
Ohio
$29.8K 621 – –
KFI
15
Key Financial Inc
Pennsylvania
$6.87K 143 – –
Wells Fargo
16
Wells Fargo
California
– – – –
Citadel Advisors
17
Citadel Advisors
Florida
– – -9,579 Closed
Fidelity Investments
18
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –