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Invesco S&P 500 Momentum ETF
SPMO

Overview Fund Activity

347 hedge funds and large institutions have $2.34B invested in Invesco S&P 500 Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 124 increasing their positions, 56 reducing their positions, and 19 closing their positions.

Holders
347
Holders Change
+130
Holders Change %
+59.91%
% of All Funds
4.62%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.23%
New
155
Increased
124
Reduced
56
Closed
19
Calls
$1.01M
Puts
$1.06M
Net Calls
-$48K
Net Calls Change
+$604K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$137M
2
MCM
2
Mainstay Capital Management
Michigan
$116M
3
LPL Financial
3
LPL Financial
California
$207M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$58.7M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$41.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$403M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$118M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$45.3M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$45.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SP
251
Sequent Planning
Nebraska
$367K 3,860 -3,733 -49%
NL
252
NWAM LLC
Washington
$362K 3,814 +3,814 New
TWM
253
Trinity Wealth Management
Pennsylvania
$341K 3,593 +280 +8%
WAM
254
WNY Asset Management
New York
$334K 3,514 +280 +9%
Creative Planning
255
Creative Planning
Kansas
$326K 3,430 +3,430 New
CCG
256
Catalina Capital Group
California
$323K 3,401 +3,401 New
AA
257
Armis Advisers
Georgia
$320K 3,372 +3,372 New
JIC
258
Johnson Investment Counsel
Ohio
$316K 3,325 +3,325 New
CFP
259
Comprehensive Financial Planning
Pennsylvania
$309K 3,252 +3,252 New
RF
260
RHS Financial
California
$300K 3,158 +3,158 New
NCM
261
Narwhal Capital Management
Georgia
$298K 3,135 +3,135 New
BAMG
262
Brand Asset Management Group
Missouri
$295K 3,107 +795 +34%
PWA
263
Primoris Wealth Advisors
Florida
$295K 3,100 -100 -3%
MCM
264
M1 Capital Management
Michigan
$294K 3,093 +3,093 New
BCM
265
Brookstone Capital Management
Illinois
$292K 3,075 -1,909 -38%
GLA
266
Good Life Advisors
Pennsylvania
$288K 3,030 -2,224 -42%
AAS
267
Ameritas Advisory Services
Nebraska
$279K 2,940 +2,940 New
VCP
268
Verus Capital Partners
Arizona
$275K 2,894 +2,894 New
IDA
269
Intelligence Driven Advisers
California
$273K 2,877 – –
SWM
270
Spire Wealth Management
Virginia
$271K 2,849 -657 -19%
PTC
271
Private Trust Company
Ohio
$270K 2,842 +1,242 +78%
GFG
272
Goldstone Financial Group
Illinois
$269K 2,835 -1,090 -28%
RIS
273
Richmond Investment Services
Wisconsin
$268K 2,825 +2,825 New
MFG
274
MidWestOne Financial Group
Iowa
$258K 2,713 – –
ACM
275
Absolute Capital Management
Pennsylvania
$249K 2,607 -333 -11%
9 10
11
12 13