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Invesco S&P International Developed Momentum ETF

25 hedge funds and large institutions have $41.4M invested in Invesco S&P International Developed Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

19% more capital invested

Capital invested by funds: $34.7M → $41.4M (+$6.7M)

9% more funds holding

Funds holding: 2325 (+2)

2.01% more ownership

Funds ownership: 63.67%65.67% (+2%)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
7
Closed
3
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
$22.7M +$6.63M +197,490 +41%
LPL Financial
2
LPL Financial
California
$5.71M +$3.35M +99,857 +138%
SAM
3
Synergy Asset Management
Washington
$2.15M +$2.18M +64,909 New
FWS
4
FinDec Wealth Services
California
$2.11M +$37.6K +1,121 +2%
PAG
5
Private Advisor Group
New Jersey
$1.59M +$342K +10,184 +27%
PFA
6
Professional Financial Advisors
Nebraska
$1.51M +$111K +3,299 +8%
Stifel Financial
7
Stifel Financial
Missouri
$968K -$4.57K -136 -0.5%
Jane Street
8
Jane Street
New York
$928K -$4.72M -140,494 -83%
ACA
9
Atlas Capital Advisors
Wyoming
$905K -$9.84K -293 -1%
IWC
10
Integrated Wealth Concepts
Massachusetts
$604K +$41K +1,222 +7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$367K +$4.26K +127 +1%
SEP
12
Southland Equity Partners
Missouri
$355K +$29.1K +867 +9%
Betterment LLC
13
Betterment LLC
New York
$289K +$9.47K +282 +3%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$274K -$201K -5,977 -42%
WWM
15
Western Wealth Management
Colorado
$242K -$10.2K -304 -4%
MM
16
Meridian Management
Arkansas
$227K -$7.09K -211 -3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$202K +$205K +6,090 New
HI
18
Harbour Investments
Wisconsin
$162K +$96.3K +2,866 +142%
PTC
19
Private Trust Company
Ohio
$82.4K -$1.21K -36 -1%
GWM
20
Geneos Wealth Management
Colorado
$19.9K
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$3.13K +$3.02K +90 New
Osaic Holdings
22
Osaic Holdings
Arizona
$1.86K +$940 +28 +100%
ACA
23
Aptus Capital Advisors
Alabama
$1.46K
Fidelity Investments
24
Fidelity Investments
Massachusetts
$199 +$202 +6 New
Wells Fargo
25
Wells Fargo
California
$29 +$34 +1 New

IDMO Hedge Fund Activity: Q3 2023 in Review

25 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P International Developed Momentum ETF (IDMO) for Q3 2023, worth a combined $41.4M — up 19% from $34.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IDMO positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $6.63M. The largest seller was Jane Street, cutting an estimated $4.72M.

  • 25 institutional investors held Invesco S&P International Developed Momentum ETF (IDMO) as of Q3 2023, up from 23 in Q2 2023.
  • Funds reported $41.4M of Invesco S&P International Developed Momentum ETF stock for Q3 2023, up 19% quarter-over-quarter.
  • 5 funds opened new Invesco S&P International Developed Momentum ETF positions in Q3 2023 and 3 closed out, a net change of +2 holders.
  • The largest Invesco S&P International Developed Momentum ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $6.63M added.
  • The largest Invesco S&P International Developed Momentum ETF seller in Q3 2023 was Jane Street, an estimated $4.72M sold.

Based on aggregated 13F filings for Q3 2023.