Invesco S&P 500 Value with Momentum ETF
SPVM
16 hedge funds and large institutions have $14.7M invested in Invesco S&P 500 Value with Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 2 closing their positions.
7% more capital invested
Capital invested by funds: $13.8M → $14.7M (+$951K)
4.15% more ownership
Funds ownership: 36.78% → 40.93% (+4.1%)
11% less funds holding
Funds holding: 18 → 16 (-2)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.8M |
| 2 |
CFG
Cooper Financial Group
Irvine,
California
|
+$143K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$71.5K |
| 4 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$626 |
| 5 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
+$96 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$637K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$564K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$264K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$180K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$175K |
SPVM Hedge Fund Activity: Q4 2023 in Review
16 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q4 2023, worth a combined $14.7M — up 6.9% from $13.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SPVM and 0 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 5 added.
The largest buyer was Morgan Stanley, adding an estimated $1.8M. The largest seller was LPL Financial, cutting an estimated $637K.
- 16 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q4 2023, down from 18 in Q3 2023.
- Funds reported $14.7M of Invesco S&P 500 Value with Momentum ETF stock for Q4 2023, up 6.9% quarter-over-quarter.
- 0 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q4 2023 and 2 closed out, a net change of -2 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.8M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q4 2023 was LPL Financial, an estimated $637K sold.
Based on aggregated 13F filings for Q4 2023.