Invesco S&P 500 Momentum ETF
SPMO
23 hedge funds and large institutions have $19.7M invested in Invesco S&P 500 Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 5 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
8% less funds holding
Funds holding: 25 → 23 (-2)
10% less capital invested
Capital invested by funds: $21.9M → $19.7M (-$2.23M)
36.86% less ownership
Funds ownership: 68.14% → 31.28% (-37%)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$717K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$541K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$461K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$207K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.42M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.09M |
| 3 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
-$1.46M |
| 4 |
Jane Street
New York
|
-$949K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$251K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWM
26
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$2K | -55 | Closed |
|
27
Wells Fargo
San Francisco,
California
| – | +$37 | +1 | New |
|
SPMO Hedge Fund Activity: Q1 2019 in Review
23 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q1 2019, worth a combined $19.7M — down 10% from $21.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SPMO and 3 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 9 added.
The largest buyer was Citadel Advisors, adding an estimated $717K. The largest seller was MML Investors Services, cutting an estimated $2.42M.
- 23 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q1 2019, down from 25 in Q4 2018.
- Funds reported $19.7M of Invesco S&P 500 Momentum ETF stock for Q1 2019, down 10% quarter-over-quarter.
- 3 funds opened new Invesco S&P 500 Momentum ETF positions in Q1 2019 and 5 closed out, a net change of -2 holders.
- The largest Invesco S&P 500 Momentum ETF buyer in Q1 2019 was Citadel Advisors, an estimated $717K added.
- The largest Invesco S&P 500 Momentum ETF seller in Q1 2019 was MML Investors Services, an estimated $2.42M sold.
Based on aggregated 13F filings for Q1 2019.