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, 4 increasing their positions, 10 reducing their positions, and 0 closing their positions.
31% more funds holding
Funds holding: 16 → 21 (+5)
2% more capital invested
Capital invested by funds: $14.7M → $15.1M (+$350K)
3.24% less ownership
Funds ownership: 40.93% → 37.69% (-3.2%)
60% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 10
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 |
TRCT
Tower Research Capital (TRC)
New York
|
+$60.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.28M |
| 2 |
CFG
Cooper Financial Group
Irvine,
California
|
-$858K |
| 3 |
LPL Financial
San Diego,
California
|
-$141K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$76.2K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$47.5K |
SPVM Hedge Fund Activity: Q1 2024 in Review
21 of the 6,942 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 2.4% from $14.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPVM positions and 0 closed out — a net gain of 5 holders — while 4 added to existing stakes and 10 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.29M. The largest seller was Morgan Stanley, cutting an estimated $2.28M.
- 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 2.4% 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 Morgan Stanley, an estimated $2.28M sold.
Based on aggregated 13F filings for Q1 2024.