Invesco S&P 500 Momentum ETF
SPMO
28 hedge funds and large institutions have $24.6M invested in Invesco S&P 500 Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 5 closing their positions.
48% more capital invested
Capital invested by funds: $16.6M → $24.6M (+$8M)
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
7.29% more ownership
Funds ownership: 29.26% → 36.55% (+7.3%)
0% more funds holding
Funds holding: 28 → 28 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.37M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.09M |
| 3 |
Jane Street
New York
|
+$1.69M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.21M |
| 5 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$702K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.34M |
| 2 |
OAM
Optimal Asset Management
Los Altos,
California
|
-$508K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$476K |
| 4 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$226K |
| 5 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
-$92.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GEA
26
Glen Eagle Advisors
Kingston,
New Jersey
| $1.25K | – | – | – |
|
|
SIS
27
Sound Income Strategies
Ft Lauderdale,
Florida
| $1K | – | – | – |
|
|
28
Citadel Advisors
Miami,
Florida
| – | -$1.34M | -30,727 | Closed |
|
|
OAM
29
Optimal Asset Management
Los Altos,
California
| – | -$508K | -11,624 | Closed |
|
|
VWA
30
V Wealth Advisors
Overland Park,
Kansas
| – | -$226K | -5,170 | Closed |
|
|
CIR
31
Clear Investment Research
Alpharetta,
Georgia
| – | -$34K | -788 | Closed |
|
|
CAN
32
Cetera Advisor Networks
El Segundo,
California
| – | -$29K | -671 | Closed |
|
SPMO Hedge Fund Activity: Q3 2020 in Review
28 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q3 2020, worth a combined $24.6M — up 48% from $16.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SPMO positions and 5 closed out — a net gain of 1 holder — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $2.37M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.34M sold.
- 28 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $24.6M of Invesco S&P 500 Momentum ETF stock for Q3 2020, up 48% quarter-over-quarter.
- 6 funds opened new Invesco S&P 500 Momentum ETF positions in Q3 2020 and 5 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 Momentum ETF buyer in Q3 2020 was Susquehanna International Group, an estimated $2.37M added.
- The largest Invesco S&P 500 Momentum ETF seller in Q3 2020 was Citadel Advisors, an estimated $1.34M sold.
Based on aggregated 13F filings for Q3 2020.