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Invesco S&P International Developed Momentum ETF

23 hedge funds and large institutions have $34.7M invested in Invesco S&P International Developed Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

415% more capital invested

Capital invested by funds: $6.73M → $34.7M (+$28M)

53% more funds holding

Funds holding: 1523 (+8)

144.13% less ownership

Funds ownership: 207.8%63.67% (-144%)

Holders
23
Holders Change
+8
Holders Change %
+53.33%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$16.1M +$16M +486,608 New
Jane Street
2
Jane Street
New York
$5.56M +$5.12M +155,600 +1,210%
LPL Financial
3
LPL Financial
California
$2.39M +$396K +12,027 +20%
FWS
4
FinDec Wealth Services
California
$2.06M +$64.6K +1,963 +3%
PFA
5
Professional Financial Advisors
Nebraska
$1.4M +$1.39M +42,323 New
PAG
6
Private Advisor Group
New Jersey
$1.24M +$1.24M +37,611 New
Stifel Financial
7
Stifel Financial
Missouri
$968K -$9.71K -295 -1%
ACA
8
Atlas Capital Advisors
Wyoming
$911K +$908K +27,584 New
Citadel Advisors
9
Citadel Advisors
Florida
$765K +$762K +23,157 New
IWC
10
Integrated Wealth Concepts
Massachusetts
$561K +$559K +16,984 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$471K +$469K +14,247 New
SPC
12
Sigma Planning Corp
Michigan
$404K +$403K +12,227 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$361K +$360K +10,937 New
SEP
14
Southland Equity Partners
Missouri
$325K +$8.82K +268 +3%
Betterment LLC
15
Betterment LLC
New York
$278K +$11.7K +355 +4%
FTUS
16
Flow Traders U.S.
New York
$275K
WWM
17
Western Wealth Management
Colorado
$251K +$9.38K +285 +4%
MM
18
Meridian Management
Arkansas
$233K +$7.01K +213 +3%
PTC
19
Private Trust Company
Ohio
$83.2K +$24.2K +736 +41%
HI
20
Harbour Investments
Wisconsin
$66.5K +$29K +880 +78%
GWM
21
Geneos Wealth Management
Colorado
$19.8K
ACA
22
Aptus Capital Advisors
Alabama
$1.45K
Osaic Holdings
23
Osaic Holdings
Arizona
$924
Wells Fargo
24
Wells Fargo
California
$2
UBS Group
25
UBS Group
Switzerland
-$31.4K -970 Closed

IDMO Hedge Fund Activity: Q2 2023 in Review

23 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P International Developed Momentum ETF (IDMO) for Q2 2023, worth a combined $34.7M — up 415% from $6.73M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IDMO positions and 1 closed out — a net gain of 8 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $16M. The largest seller was UBS Group, exiting entirely with an estimated $31.4K sold.

  • 23 institutional investors held Invesco S&P International Developed Momentum ETF (IDMO) as of Q2 2023, up from 15 in Q1 2023.
  • Funds reported $34.7M of Invesco S&P International Developed Momentum ETF stock for Q2 2023, up 415% quarter-over-quarter.
  • 9 funds opened new Invesco S&P International Developed Momentum ETF positions in Q2 2023 and 1 closed out, a net change of +8 holders.
  • The largest Invesco S&P International Developed Momentum ETF buyer in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $16M added.
  • The largest Invesco S&P International Developed Momentum ETF seller in Q2 2023 was UBS Group, an estimated $31.4K sold.

Based on aggregated 13F filings for Q2 2023.