Invesco S&P 500 Value with Momentum ETF
SPVM
18 hedge funds and large institutions have $14.6M invested in Invesco S&P 500 Value with Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
1.23% more ownership
Funds ownership: 36.56% → 37.79% (+1.2%)
2% more capital invested
Capital invested by funds: $14.3M → $14.6M (+$257K)
0% more funds holding
Funds holding: 18 → 18 (0)
67% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$237K |
| 2 |
LPL Financial
San Diego,
California
|
+$176K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$135K |
| 4 |
ACM
Accent Capital Management
Centerville,
Ohio
|
+$59.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$530K |
| 2 |
CFG
Cooper Financial Group
Irvine,
California
|
-$223K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$56.2K |
| 4 |
Morgan Stanley
New York
|
-$49.9K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$34.8K |
SPVM Hedge Fund Activity: Q4 2024 in Review
18 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q4 2024, worth a combined $14.6M — up 1.8% from $14.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SPVM positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 9 trimmed.
The largest buyer was Bank of America, adding an estimated $237K. The largest seller was Citadel Advisors, exiting entirely with an estimated $530K sold.
- 18 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $14.6M of Invesco S&P 500 Value with Momentum ETF stock for Q4 2024, up 1.8% quarter-over-quarter.
- 2 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q4 2024 was Bank of America, an estimated $237K added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q4 2024 was Citadel Advisors, an estimated $530K sold.
Based on aggregated 13F filings for Q4 2024.