Invesco S&P 500 Value with Momentum ETF
SPVM
38 hedge funds and large institutions have $65.6M invested in Invesco S&P 500 Value with Momentum ETF in 2026 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
19% more funds holding
Funds holding: 32 → 38 (+6)
11% more capital invested
Capital invested by funds: $59M → $65.6M (+$6.6M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.55% less ownership
Funds ownership: 59.94% → 58.39% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.64M |
| 2 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
+$1.44M |
| 3 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$1.09M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$998K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$724K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tactive Advisors
Jacksonville,
Florida
|
-$6.22M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$602K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$426K |
| 4 |
LPL Financial
San Diego,
California
|
-$204K |
| 5 |
CFG
Cooper Financial Group
Irvine,
California
|
-$180K |
SPVM Hedge Fund Activity: Q2 2026 in Review
38 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Value with Momentum ETF (SPVM) for Q2 2026, worth a combined $65.6M — up 11% from $59M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SPVM positions and 3 closed out — a net gain of 8 holders — while 15 added to existing stakes and 7 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $1.64M. The largest seller was Tactive Advisors, exiting entirely with an estimated $6.22M sold.
- 38 institutional investors held Invesco S&P 500 Value with Momentum ETF (SPVM) as of Q2 2026, up from 32 in Q1 2026.
- Funds reported $65.6M of Invesco S&P 500 Value with Momentum ETF stock for Q2 2026, up 11% quarter-over-quarter.
- 11 funds opened new Invesco S&P 500 Value with Momentum ETF positions in Q2 2026 and 3 closed out, a net change of +8 holders.
- The largest Invesco S&P 500 Value with Momentum ETF buyer in Q2 2026 was Raymond James Financial, an estimated $1.64M added.
- The largest Invesco S&P 500 Value with Momentum ETF seller in Q2 2026 was Tactive Advisors, an estimated $6.22M sold.
Based on aggregated 13F filings for Q2 2026.