Invesco S&P 500 Value with Momentum ETF
SPVM
18 hedge funds and large institutions have $13.8M invested in Invesco S&P 500 Value with Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
20% more funds holding
Funds holding: 15 → 18 (+3)
0.11% less ownership
Funds ownership: 36.89% → 36.78% (-0.11%)
3% less capital invested
Capital invested by funds: $14.2M → $13.8M (-$398K)
67% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$579K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$318K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$88.5K |
| 4 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$30.3K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$25.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$270K |
| 2 |
LPL Financial
San Diego,
California
|
-$213K |
| 3 |
CFG
Cooper Financial Group
Irvine,
California
|
-$166K |
| 4 |
RFG
RFP Financial Group
Atlanta,
Georgia
|
-$139K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$121K |
SPVM Hedge Fund Activity: Q3 2023 in Review
18 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q3 2023, worth a combined $13.8M — down 2.8% from $14.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPVM positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 9 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $579K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $270K sold.
- 18 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q3 2023, up from 15 in Q2 2023.
- Funds reported $13.8M of Invesco S&P 500 Value with Momentum ETF stock for Q3 2023, down 2.8% quarter-over-quarter.
- 4 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q3 2023 and 1 closed out, a net change of +3 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q3 2023 was Citadel Advisors, an estimated $579K added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q3 2023 was Susquehanna International Group, an estimated $270K sold.
Based on aggregated 13F filings for Q3 2023.