Invesco S&P 500 Value with Momentum ETF
SPVM
20 hedge funds and large institutions have $27.5M invested in Invesco S&P 500 Value with Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
1% more capital invested
Capital invested by funds: $27.1M → $27.5M (+$356K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less funds holding
Funds holding: 22 → 20 (-2)
9.1% less ownership
Funds ownership: 53.76% → 44.66% (-9.1%)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWG
Beta Wealth Group
San Diego,
California
|
+$2.09M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$196K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$169K |
| 5 |
PTC
Private Trust Company
Cleveland,
Ohio
|
+$126K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWMGP
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
-$4.41M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$269K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$229K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$68K |
| 5 |
Morgan Stanley
New York
|
-$59.3K |
SPVM Hedge Fund Activity: Q2 2025 in Review
20 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q2 2025, worth a combined $27.5M — up 1.3% from $27.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SPVM and 3 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 8 added.
The largest buyer was Beta Wealth Group, adding an estimated $2.09M. The largest seller was Capstone Wealth Management Group (Pennsylvania), exiting entirely with an estimated $4.41M sold.
- 20 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q2 2025, down from 22 in Q1 2025.
- Funds reported $27.5M of Invesco S&P 500 Value with Momentum ETF stock for Q2 2025, up 1.3% quarter-over-quarter.
- 3 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q2 2025 and 5 closed out, a net change of -2 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q2 2025 was Beta Wealth Group, an estimated $2.09M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q2 2025 was Capstone Wealth Management Group (Pennsylvania), an estimated $4.41M sold.
Based on aggregated 13F filings for Q2 2025.