Invesco S&P 500 Momentum ETF
SPMO
28 hedge funds and large institutions have $16.6M invested in Invesco S&P 500 Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
21% more capital invested
Capital invested by funds: $13.7M → $16.6M (+$2.85M)
4% more funds holding
Funds holding: 27 → 28 (+1)
6.64% less ownership
Funds ownership: 35.9% → 29.26% (-6.6%)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.26M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.14M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.05M |
| 4 |
OAM
Optimal Asset Management
Los Altos,
California
|
+$476K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$273K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.05M |
| 2 |
CGFA
Colton Groome Financial Advisors
Asheville,
North Carolina
|
-$944K |
| 3 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
-$825K |
| 4 |
Jane Street
New York
|
-$690K |
| 5 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
-$198K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GEA
26
Glen Eagle Advisors
Kingston,
New Jersey
| $1.09K | – | – | – |
|
|
SIS
27
Sound Income Strategies
Ft Lauderdale,
Florida
| $1K | – | – | – |
|
|
CGFA
28
Colton Groome Financial Advisors
Asheville,
North Carolina
| – | -$944K | -26,203 | Closed |
|
|
APW
29
Aurora Private Wealth
Rockaway,
New Jersey
| – | -$825K | -22,906 | Closed |
|
|
30
Jane Street
New York
| – | -$690K | -19,167 | Closed |
|
|
DWM
31
Darwin Wealth Management
Tampa,
Florida
| – | -$135K | -3,787 | Closed |
|
|
VFA
32
Valeo Financial Advisors
Carmel,
Indiana
| – | -$7K | -181 | Closed |
|
SPMO Hedge Fund Activity: Q2 2020 in Review
28 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q2 2020, worth a combined $16.6M — up 21% from $13.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SPMO positions and 5 closed out — a net gain of 2 holders — while 4 added to existing stakes and 8 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.26M. The largest seller was Susquehanna International Group, cutting an estimated $1.05M.
- 28 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q2 2020, up from 27 in Q1 2020.
- Funds reported $16.6M of Invesco S&P 500 Momentum ETF stock for Q2 2020, up 21% quarter-over-quarter.
- 7 funds opened new Invesco S&P 500 Momentum ETF positions in Q2 2020 and 5 closed out, a net change of +2 holders.
- The largest Invesco S&P 500 Momentum ETF buyer in Q2 2020 was Citadel Advisors, an estimated $1.26M added.
- The largest Invesco S&P 500 Momentum ETF seller in Q2 2020 was Susquehanna International Group, an estimated $1.05M sold.
Based on aggregated 13F filings for Q2 2020.