Invesco S&P International Developed Momentum ETF
IDMO
30 hedge funds and large institutions have $56M invested in Invesco S&P International Developed Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
35% more capital invested
Capital invested by funds: $41.4M → $56M (+$14.6M)
20% more funds holding
Funds holding: 25 → 30 (+5)
6.02% less ownership
Funds ownership: 65.67% → 59.66% (-6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$2.88M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.16M |
| 3 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$1.95M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.15M |
| 5 |
OP
ORG Partners
Roanoke,
Indiana
|
+$728K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$2.15M |
| 2 |
Jane Street
New York
|
-$159K |
| 3 |
MM
Meridian Management
Little Rock,
Arkansas
|
-$37.9K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$15.1K |
| 5 |
ACA
Atlas Capital Advisors
Jackson,
Wyoming
|
-$9.79K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $17.2K | +$16K | +467 | New |
|
27
Bank of Montreal
Toronto,
Ontario, Canada
| $3.32K | – | – | – |
|
|
ACA
28
Aptus Capital Advisors
Fairhope,
Alabama
| $1.62K | – | – | – |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $1.03K | -$962 | -28 | -50% |
|
30
Morgan Stanley
New York
| $146 | +$69 | +2 | New |
|
31
Wells Fargo
San Francisco,
California
| $13 | -$34 | -1 | Closed |
|
|
SAM
32
Synergy Asset Management
Vancouver,
Washington
| – | -$2.15M | -64,909 | Closed |
|
33
Fidelity Investments
Boston,
Massachusetts
| – | -$199 | -6 | Closed |
|
IDMO Hedge Fund Activity: Q4 2023 in Review
30 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P International Developed Momentum ETF (IDMO) for Q4 2023, worth a combined $56M — up 35% from $41.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IDMO positions and 3 closed out — a net gain of 5 holders — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.88M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $2.15M sold.
- 30 institutional investors held Invesco S&P International Developed Momentum ETF (IDMO) as of Q4 2023, up from 25 in Q3 2023.
- Funds reported $56M of Invesco S&P International Developed Momentum ETF stock for Q4 2023, up 35% quarter-over-quarter.
- 8 funds opened new Invesco S&P International Developed Momentum ETF positions in Q4 2023 and 3 closed out, a net change of +5 holders.
- The largest Invesco S&P International Developed Momentum ETF buyer in Q4 2023 was Citadel Advisors, an estimated $2.88M added.
- The largest Invesco S&P International Developed Momentum ETF seller in Q4 2023 was Synergy Asset Management, an estimated $2.15M sold.
Based on aggregated 13F filings for Q4 2023.