Invesco S&P 500 Value with Momentum ETF
SPVM
22 hedge funds and large institutions have $38.7M invested in Invesco S&P 500 Value with Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
41% more capital invested
Capital invested by funds: $27.5M → $38.7M (+$11.2M)
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
12.43% more ownership
Funds ownership: 44.66% → 57.09% (+12%)
10% more funds holding
Funds holding: 20 → 22 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWMGP
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
+$9.58M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$939K |
| 3 |
LPL Financial
San Diego,
California
|
+$389K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$288K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$128K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFG
Cooper Financial Group
Irvine,
California
|
-$2.38M |
| 2 |
Morgan Stanley
New York
|
-$588K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$218K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$110K |
| 5 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$40.9K |
SPVM Hedge Fund Activity: Q3 2025 in Review
22 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q3 2025, worth a combined $38.7M — up 41% from $27.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPVM positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Capstone Wealth Management Group (Pennsylvania), opening a new position worth an estimated $9.58M. The largest seller was Cooper Financial Group, cutting an estimated $2.38M.
- 22 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q3 2025, up from 20 in Q2 2025.
- Funds reported $38.7M of Invesco S&P 500 Value with Momentum ETF stock for Q3 2025, up 41% quarter-over-quarter.
- 4 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q3 2025 and 2 closed out, a net change of +2 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q3 2025 was Capstone Wealth Management Group (Pennsylvania), an estimated $9.58M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q3 2025 was Cooper Financial Group, an estimated $2.38M sold.
Based on aggregated 13F filings for Q3 2025.