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Invesco S&P 500 Momentum ETF

25 hedge funds and large institutions have $21.9M invested in Invesco S&P 500 Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

67% more funds holding

Funds holding: 1525 (+10)

49% more capital invested

Capital invested by funds: $14.7M → $21.9M (+$7.2M)

36.61% more ownership

Funds ownership: 31.53%68.14% (+37%)

Holders
25
Holders Change
+10
Holders Change %
+66.67%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
10
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
+$36 +1 New

SPMO Hedge Fund Activity: Q4 2018 in Review

25 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q4 2018, worth a combined $21.9M — up 49% from $14.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SPMO positions and 1 closed out — a net gain of 10 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $6.85M. The largest seller was Bank of America, cutting an estimated $7.01M.

  • 25 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q4 2018, up from 15 in Q3 2018.
  • Funds reported $21.9M of Invesco S&P 500 Momentum ETF stock for Q4 2018, up 49% quarter-over-quarter.
  • 11 funds opened new Invesco S&P 500 Momentum ETF positions in Q4 2018 and 1 closed out, a net change of +10 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q4 2018 was UBS Group, an estimated $6.85M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q4 2018 was Bank of America, an estimated $7.01M sold.

Based on aggregated 13F filings for Q4 2018.