Invesco S&P 500 Momentum ETF
SPMO
35 hedge funds and large institutions have $28.4M invested in Invesco S&P 500 Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
46% more funds holding
Funds holding: 24 → 35 (+11)
8.71% less ownership
Funds ownership: 49.97% → 41.26% (-8.7%)
20% less capital invested
Capital invested by funds: $35.5M → $28.4M (-$7.06M)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIS
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
+$1.08M |
| 2 |
Jane Street
New York
|
+$1.03M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$771K |
| 4 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
+$706K |
| 5 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$429K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$12.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.45M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.3M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$730K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$439K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $34K | -$439K | -10,771 | -93% |
|
|
TI
27
tru Independence
Portland,
Oregon
| $23K | +$25.6K | +627 | New |
|
|
AIC
28
Archer Investment Corporation
Carmel,
Indiana
| $21K | -$204K | -5,000 | -91% |
|
|
SFPG
29
Stonebridge Financial Planning Group
Orlando,
Florida
| $21K | +$20.4K | +500 | New |
|
|
VCP
30
Verus Capital Partners
Scottsdale,
Arizona
| $8K | +$7.5K | +184 | New |
|
|
CIAS
31
Capital Investment Advisory Services
Raleigh,
North Carolina
| $3K | – | – | – |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| $3K | +$2.49K | +61 | New |
|
|
CWA
33
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $3K | +$2.49K | +61 | New |
|
|
GEA
34
Glen Eagle Advisors
Kingston,
New Jersey
| $1.05K | – | – | – |
|
|
SIS
35
Sound Income Strategies
Ft Lauderdale,
Florida
| $1K | – | – | – |
|
|
36
UBS Group
Zurich,
Switzerland
| – | -$1.3M | -32,076 | Closed |
|
|
PB
37
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$8K | -196 | Closed |
|
SPMO Hedge Fund Activity: Q4 2019 in Review
35 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q4 2019, worth a combined $28.4M — down 20% from $35.5M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SPMO positions and 2 closed out — a net gain of 11 holders — while 7 added to existing stakes and 10 trimmed.
The largest buyer was Harvest Investment Services, opening a new position worth an estimated $1.08M. The largest seller was Advisor Group, cutting an estimated $12.1M.
- 35 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q4 2019, up from 24 in Q3 2019.
- Funds reported $28.4M of Invesco S&P 500 Momentum ETF stock for Q4 2019, down 20% quarter-over-quarter.
- 13 funds opened new Invesco S&P 500 Momentum ETF positions in Q4 2019 and 2 closed out, a net change of +11 holders.
- The largest Invesco S&P 500 Momentum ETF buyer in Q4 2019 was Harvest Investment Services, an estimated $1.08M added.
- The largest Invesco S&P 500 Momentum ETF seller in Q4 2019 was Advisor Group, an estimated $12.1M sold.
Based on aggregated 13F filings for Q4 2019.