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Invesco S&P International Developed Momentum ETF

56 hedge funds and large institutions have $141M invested in Invesco S&P International Developed Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

164% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 11

73% more capital invested

Capital invested by funds: $81.3M → $141M (+$59.3M)

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

14.92% more ownership

Funds ownership: 36.11%51.03% (+15%)

6% more funds holding

Funds holding: 5356 (+3)

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
11
Increased
29
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ABWM
1
Alpine Bank Wealth Management
Colorado
$37.5M +$37M +890,521 New
LPL Financial
2
LPL Financial
California
$19.8M +$2.61M +62,785 +15%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$8.59M -$43.4K -1,045 -0.5%
T
4
Tidemark
California
$8.53M +$36.2K +872 +0.4%
MML Investors Services
5
MML Investors Services
Massachusetts
$7.43M +$2.71M +65,146 +58%
FIS
6
Fischer Investment Strategies
California
$6.93M +$6.84M +164,715 New
SL
7
Systelligence LLC
Minnesota
$6.48M +$18.8K +453 +0.3%
RWA
8
Redhawk Wealth Advisors
Minnesota
$5.27M +$2.13M +51,217 +69%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.08M +$282K +6,792 +6%
Jane Street
10
Jane Street
New York
$4.63M +$1.87M +44,972 +69%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.57M +$2.29M +55,125 +103%
FWS
12
FinDec Wealth Services
California
$2.53M +$74.1K +1,784 +3%
PFA
13
Professional Financial Advisors
Nebraska
$2.51M +$152K +3,653 +7%
Goldman Sachs
14
Goldman Sachs
New York
$2.1M +$1.12M +26,866 +116%
ACA
15
Atlas Capital Advisors
Wyoming
$1.3M -$40.6K -978 -3%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.27M +$1.2M +28,872 +2,083%
FFS
17
Founders Financial Securities
Maryland
$1.22M -$156K -3,762 -11%
Stifel Financial
18
Stifel Financial
Missouri
$1.2M -$914 -22 -0.1%
BCM
19
Brookstone Capital Management
Illinois
$1.17M -$39.1K -940 -3%
GIA
20
Gladstone Institutional Advisory
Florida
$1.11M -$156K -3,750 -12%
OP
21
ORG Partners
Indiana
$987K +$37.6K +905 +4%
APSPRSPT
22
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$959K +$947K +22,800 New
AWM
23
Able Wealth Management
New Jersey
$889K +$191K +4,597 +28%
IWC
24
Integrated Wealth Concepts
Massachusetts
$791K +$33.5K +807 +4%
CFS
25
CGC Financial Services
Oregon
$730K +$45.7K +1,100 +7%

IDMO Hedge Fund Activity: Q3 2024 in Review

56 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P International Developed Momentum ETF (IDMO) for Q3 2024, worth a combined $141M — up 73% from $81.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IDMO positions and 7 closed out — a net gain of 4 holders — while 29 added to existing stakes and 11 trimmed.

The largest buyer was Fischer Investment Strategies, opening a new position worth an estimated $6.84M. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $1.56M sold.

  • 56 institutional investors held Invesco S&P International Developed Momentum ETF (IDMO) as of Q3 2024, up from 53 in Q2 2024.
  • Funds reported $141M of Invesco S&P International Developed Momentum ETF stock for Q3 2024, up 73% quarter-over-quarter.
  • 11 funds opened new Invesco S&P International Developed Momentum ETF positions in Q3 2024 and 7 closed out, a net change of +4 holders.
  • The largest Invesco S&P International Developed Momentum ETF buyer in Q3 2024 was Fischer Investment Strategies, an estimated $6.84M added.
  • The largest Invesco S&P International Developed Momentum ETF seller in Q3 2024 was Cetera Investment Advisers, an estimated $1.56M sold.

Based on aggregated 13F filings for Q3 2024.