Invesco S&P 500 Value with Momentum ETF
SPVM
18 hedge funds and large institutions have $14.3M invested in Invesco S&P 500 Value with Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 1 closing their positions.
15% more capital invested
Capital invested by funds: $12.5M → $14.3M (+$1.82M)
2.65% more ownership
Funds ownership: 33.91% → 36.56% (+2.7%)
0% more funds holding
Funds holding: 18 → 18 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
70% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.79M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$290K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$96.5K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$5.57K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$951K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$134K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$97.3K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$90.9K |
| 5 |
CFG
Cooper Financial Group
Irvine,
California
|
-$37.6K |
SPVM Hedge Fund Activity: Q3 2024 in Review
18 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q3 2024, worth a combined $14.3M — up 15% from $12.5M a quarter earlier.
Fund positioning in SPVM was balanced in Q3 2024: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.79M. The largest seller was Morgan Stanley, cutting an estimated $951K.
- 18 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $14.3M of Invesco S&P 500 Value with Momentum ETF stock for Q3 2024, up 15% quarter-over-quarter.
- 1 fund opened new Invesco S&P 500 Value with Momentum ETF positions in Q3 2024 and 1 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q3 2024 was LPL Financial, an estimated $1.79M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q3 2024 was Morgan Stanley, an estimated $951K sold.
Based on aggregated 13F filings for Q3 2024.