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Invesco S&P 500 Momentum ETF
SPMO

219 hedge funds and large institutions have $1.69B invested in Invesco S&P 500 Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 86 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

41% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 61

16% more funds holding

Funds holding: 188 → 219 (+31)

14% more capital invested

Capital invested by funds: $1.49B → $1.69B (+$207M)

9.04% less ownership

Funds ownership: 78.16% → 69.11% (-9%)

24% less call options, than puts

Call options by funds: $2.04M | Put options by funds: $2.69M

Holders
219
Holders Change
+31
Holders Change %
+16.49%
% of All Funds
3.14%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
56
Increased
86
Reduced
61
Closed
24
Calls
$2.04M
Puts
$2.69M
Net Calls
-$652K
Net Calls Change
-$809K

Top Buyers

1
MCC
Money Concepts Capital
Florida
+$44.2M
2
OCM
One Capital Management
California
+$27.9M
3
MCM
Mainstay Capital Management
Michigan
+$22.4M
4
HAS
HBW Advisory Services
California
+$12.9M
5
FIS
Fischer Investment Strategies
California
+$10.8M

Top Sellers

1
LWM
Liberty Wealth Management
California
-$18.8M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$18M
3
Morgan Stanley
Morgan Stanley
New York
-$14.1M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.8M
5
TC
Trilogy Capital
California
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEA
226
Stegent Equity Advisors
Texas
– -$1.17M -13,429 Closed
LCM
227
Lunt Capital Management
Utah
– -$1.06M -12,115 Closed
CIA
228
Concurrent Investment Advisors
Florida
– -$1.01M -11,520 Closed
PCA
229
Prosperity Capital Advisors
Ohio
– -$804K -9,190 Closed
TF
230
Trek Financial
Arizona
– -$687K -7,857 Closed
Belvedere Trading
231
Belvedere Trading
Illinois
– -$669K -7,645 Closed
CCAL
232
City Center Advisors LLC
Michigan
– -$365K -4,555 Closed
IWM
233
Iams Wealth Management
Nebraska
– -$334K -3,815 Closed
GS
234
GTS Securities
New York
– -$333K -3,805 Closed
SWA
235
Strata Wealth Advisors
Texas
– -$332K -3,796 Closed
FEM
236
Fulcrum Equity Management
Texas
– -$330K -3,772 Closed
AIP
237
Almanack Investment Partners
Pennsylvania
– -$233K -2,663 Closed
WA
238
WESPAC Advisors
California
– -$222K -2,544 Closed
Millennium Management
239
Millennium Management
New York
– -$216K -2,472 Closed
Comerica Bank
240
Comerica Bank
Texas
– -$15.7K -180 Closed
RCM
241
Raleigh Capital Management
North Carolina
– -$9.19K -105 Closed
CA
242
Clearstead Advisors
Ohio
– -$4.55K -52 Closed
T
243
Tidemark
California
– -$875 -10 Closed
6 7 8 9
10

SPMO Hedge Fund Activity: Q3 2024 in Review

219 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q3 2024, worth a combined $1.69B — up 14% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPMO positions and 24 closed out — a net gain of 32 holders — while 86 added to existing stakes and 61 trimmed.

The largest buyer was Money Concepts Capital, adding an estimated $44.2M. The largest seller was Liberty Wealth Management, cutting an estimated $18.8M.

  • 219 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q3 2024, up from 188 in Q2 2024.
  • Funds reported $1.69B of Invesco S&P 500 Momentum ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 56 funds opened new Invesco S&P 500 Momentum ETF positions in Q3 2024 and 24 closed out, a net change of +32 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q3 2024 was Money Concepts Capital, an estimated $44.2M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q3 2024 was Liberty Wealth Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q3 2024.