Invesco S&P 500 Value with Momentum ETF
SPVM
21 hedge funds and large institutions have $15.1M invested in Invesco S&P 500 Value with Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 0 closing their positions.
96% more capital inflows, than outflows
Capital inflows: $2.3M | Capital outflows: $1.17M
31% more funds holding
Funds holding: 16 → 21 (+5)
3.05% more ownership
Funds ownership: 34.64% → 37.69% (+3%)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.29M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$632K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$121K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$110K |
| 5 |
Tower Research Capital (TRC)
New York
|
+$60.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cooper Financial Group
Irvine,
California
|
-$858K |
| 2 |
LPL Financial
San Diego,
California
|
-$141K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$76.2K |
| 4 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$47.5K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$28.6K |
SPVM Hedge Fund Activity: Q1 2024 in Review
21 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q1 2024, worth a combined $15.1M — up 21% from $12.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPVM positions and 0 closed out — a net gain of 5 holders — while 5 added to existing stakes and 9 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.29M. The largest seller was Cooper Financial Group, cutting an estimated $858K.
- 21 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q1 2024, up from 16 in Q4 2023.
- Funds reported $15.1M of Invesco S&P 500 Value with Momentum ETF stock for Q1 2024, up 21% quarter-over-quarter.
- 5 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q1 2024 and 0 closed out, a net change of +5 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q1 2024 was Citadel Advisors, an estimated $1.29M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q1 2024 was Cooper Financial Group, an estimated $858K sold.
Based on aggregated 13F filings for Q1 2024.