We are live on ! Find out more
SPMO icon

Invesco S&P 500 Momentum ETF

24 hedge funds and large institutions have $35.5M invested in Invesco S&P 500 Momentum ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

40% more capital invested

Capital invested by funds: $25.3M → $35.5M (+$10.2M)

20% more funds holding

Funds holding: 2024 (+4)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

9.62% more ownership

Funds ownership: 40.35%49.97% (+9.6%)

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
6
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
-$615K -15,356 Closed
DWM
27
Doyle Wealth Management
Florida
-$2K -55 Closed

SPMO Hedge Fund Activity: Q3 2019 in Review

24 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q3 2019, worth a combined $35.5M — up 40% from $25.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SPMO positions and 4 closed out — a net gain of 4 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Advisor Group, adding an estimated $12.3M. The largest seller was UBS Group, cutting an estimated $5.84M.

  • 24 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q3 2019, up from 20 in Q2 2019.
  • Funds reported $35.5M of Invesco S&P 500 Momentum ETF stock for Q3 2019, up 40% quarter-over-quarter.
  • 8 funds opened new Invesco S&P 500 Momentum ETF positions in Q3 2019 and 4 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q3 2019 was Advisor Group, an estimated $12.3M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q3 2019 was UBS Group, an estimated $5.84M sold.

Based on aggregated 13F filings for Q3 2019.