Invesco S&P 500 Momentum ETF
SPMO
351 hedge funds and large institutions have $2.35B invested in Invesco S&P 500 Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 125 increasing their positions, 57 reducing their positions, and 19 closing their positions.
726% more first-time investments, than exits
New positions opened: 157 | Existing positions closed: 19
119% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 57
60% more funds holding
Funds holding: 219 → 351 (+132)
39% more capital invested
Capital invested by funds: $1.69B → $2.35B (+$656M)
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
5% less call options, than puts
Call options by funds: $1.01M | Put options by funds: $1.05M
7.86% less ownership
Funds ownership: 69.11% → 61.25% (-7.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$108M |
| 2 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$91M |
| 3 |
LPL Financial
San Diego,
California
|
+$88.7M |
| 4 |
JP Morgan Chase
New York
|
+$58.6M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$41.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$114M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$65.8M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$22.7M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$22.7M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$9.63M |
SPMO Hedge Fund Activity: Q4 2024 in Review
351 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q4 2024, worth a combined $2.35B — up 39% from $1.69B a quarter earlier.
Buyers outnumbered sellers: 157 funds opened new SPMO positions and 19 closed out — a net gain of 138 holders — while 125 added to existing stakes and 57 trimmed.
The largest buyer was Bank of America, adding an estimated $108M. The largest seller was Envestnet Asset Management, cutting an estimated $114M.
- 351 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q4 2024, up from 219 in Q3 2024.
- Funds reported $2.35B of Invesco S&P 500 Momentum ETF stock for Q4 2024, up 39% quarter-over-quarter.
- 157 funds opened new Invesco S&P 500 Momentum ETF positions in Q4 2024 and 19 closed out, a net change of +138 holders.
- The largest Invesco S&P 500 Momentum ETF buyer in Q4 2024 was Bank of America, an estimated $108M added.
- The largest Invesco S&P 500 Momentum ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $114M sold.
Based on aggregated 13F filings for Q4 2024.