Invesco S&P 500 Value with Momentum ETF
SPVM
18 hedge funds and large institutions have $12.5M invested in Invesco S&P 500 Value with Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.
3.78% less ownership
Funds ownership: 37.69% → 33.91% (-3.8%)
14% less funds holding
Funds holding: 21 → 18 (-3)
17% less capital invested
Capital invested by funds: $15.1M → $12.5M (-$2.6M)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$137K |
| 2 |
Morgan Stanley
New York
|
+$70.8K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$20.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$16.3K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$54 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$953K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$685K |
| 3 |
LPL Financial
San Diego,
California
|
-$191K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$144K |
| 5 |
CFG
Cooper Financial Group
Irvine,
California
|
-$120K |
SPVM Hedge Fund Activity: Q2 2024 in Review
18 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q2 2024, worth a combined $12.5M — down 17% from $15.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SPVM and 0 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 5 added.
The largest buyer was Tower Research Capital (TRC), adding an estimated $137K. The largest seller was Citadel Advisors, cutting an estimated $953K.
- 18 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q2 2024, down from 21 in Q1 2024.
- Funds reported $12.5M of Invesco S&P 500 Value with Momentum ETF stock for Q2 2024, down 17% quarter-over-quarter.
- 0 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q2 2024 and 3 closed out, a net change of -3 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q2 2024 was Tower Research Capital (TRC), an estimated $137K added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q2 2024 was Citadel Advisors, an estimated $953K sold.
Based on aggregated 13F filings for Q2 2024.