Invesco S&P 500 Value with Momentum ETF
SPVM
22 hedge funds and large institutions have $27.1M invested in Invesco S&P 500 Value with Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
86% more capital invested
Capital invested by funds: $14.6M → $27.1M (+$12.6M)
22% more funds holding
Funds holding: 18 → 22 (+4)
15.97% more ownership
Funds ownership: 37.79% → 53.76% (+16%)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWG
Beta Wealth Group
San Diego,
California
|
+$8.23M |
| 2 |
CWMGP
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
+$4.48M |
| 3 |
LPL Financial
San Diego,
California
|
+$471K |
| 4 |
Morgan Stanley
New York
|
+$152K |
| 5 |
PTC
Private Trust Company
Cleveland,
Ohio
|
+$140K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$403K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$159K |
| 3 |
CFG
Cooper Financial Group
Irvine,
California
|
-$85.6K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$77.1K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$25.7K |
SPVM Hedge Fund Activity: Q1 2025 in Review
22 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q1 2025, worth a combined $27.1M — up 86% from $14.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPVM positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 8 trimmed.
The largest buyer was Beta Wealth Group, opening a new position worth an estimated $8.23M. The largest seller was Raymond James Financial, cutting an estimated $403K.
- 22 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q1 2025, up from 18 in Q4 2024.
- Funds reported $27.1M of Invesco S&P 500 Value with Momentum ETF stock for Q1 2025, up 86% quarter-over-quarter.
- 5 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q1 2025 and 1 closed out, a net change of +4 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q1 2025 was Beta Wealth Group, an estimated $8.23M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q1 2025 was Raymond James Financial, an estimated $403K sold.
Based on aggregated 13F filings for Q1 2025.