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Invesco S&P International Developed Momentum ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2530 (+5)

6.02% less ownership

Funds ownership: 65.67%59.66% (-6%)

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
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
$26.4M +$1.15M +33,417 +5%
LPL Financial
2
LPL Financial
California
$6.91M +$531K +15,449 +9%
Citadel Advisors
3
Citadel Advisors
Florida
$3.09M +$2.88M +83,909 New
PAG
4
Private Advisor Group
New Jersey
$2.45M +$645K +18,792 +39%
FWS
5
FinDec Wealth Services
California
$2.37M +$25.9K +755 +1%
OMC
6
Old Mission Capital
Illinois
$2.32M +$2.16M +63,010 New
RWA
7
Redhawk Wealth Advisors
Minnesota
$2.09M +$1.95M +56,726 New
PFA
8
Professional Financial Advisors
Nebraska
$1.73M +$49.4K +1,438 +3%
Stifel Financial
9
Stifel Financial
Missouri
$1.06M -$15.1K -441 -2%
ACA
10
Atlas Capital Advisors
Wyoming
$995K -$9.79K -285 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$920K +$478K +13,926 +126%
Jane Street
12
Jane Street
New York
$859K -$159K -4,636 -17%
OP
13
ORG Partners
Indiana
$780K +$728K +21,186 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$767K +$506K +14,738 +242%
IWC
15
Integrated Wealth Concepts
Massachusetts
$683K +$12K +349 +2%
MML Investors Services
16
MML Investors Services
Massachusetts
$543K +$507K +14,753 New
SEP
17
Southland Equity Partners
Missouri
$459K +$60.6K +1,765 +17%
Betterment LLC
18
Betterment LLC
New York
$324K +$2.58K +75 +0.9%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$313K +$7.76K +226 +3%
WWM
20
Western Wealth Management
Colorado
$262K -$6.53K -190 -3%
MM
21
Meridian Management
Arkansas
$219K -$37.9K -1,103 -16%
HI
22
Harbour Investments
Wisconsin
$180K +$515 +15 +0.3%
GWM
23
Geneos Wealth Management
Colorado
$91.4K +$64.6K +1,881 +314%
PTC
24
Private Trust Company
Ohio
$87.4K -$3.81K -111 -4%
T
25
Tidemark
California
$82K +$76.5K +2,226 New

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.