Invesco S&P 500 Momentum ETF
SPMO
36 hedge funds and large institutions have $38.1M invested in Invesco S&P 500 Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
55% more capital invested
Capital invested by funds: $24.6M → $38.1M (+$13.6M)
29% more funds holding
Funds holding: 28 → 36 (+8)
17.26% more ownership
Funds ownership: 36.55% → 53.81% (+17%)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.35M |
| 2 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
+$950K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$600K |
| 4 |
OAM
Optimal Asset Management
Los Altos,
California
|
+$496K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.06M |
| 2 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$735K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$550K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$367K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$347K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
26
Concourse Financial Group Securities
Birmingham,
Alabama
| $26K | – | – | – |
|
|
SFPG
27
Stonebridge Financial Planning Group
Orlando,
Florida
| $26K | – | – | – |
|
|
AWM
28
Accel Wealth Management
Waverly,
Iowa
| $25K | +$23.8K | +465 | New |
|
|
VBCG
29
Valley Brook Capital Group
Venetia,
Pennsylvania
| $13K | +$13.5K | +263 | New |
|
30
Morgan Stanley
New York
| $9K | +$9.15K | +179 | New |
|
|
CIAS
31
Capital Investment Advisory Services
Raleigh,
North Carolina
| $3K | -$1.28K | -25 | -33% |
|
|
CWA
32
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $3K | – | – | – |
|
|
GEA
33
Glen Eagle Advisors
Kingston,
New Jersey
| $1.32K | – | – | – |
|
|
SIS
34
Sound Income Strategies
Ft Lauderdale,
Florida
| $1K | – | – | – |
|
|
WWMSC
35
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $1K | +$511 | +10 | New |
|
|
NR
36
Newfound Research
Wellesley Hills,
Massachusetts
| – | -$735K | -14,709 | Closed |
|
|
WP
37
WealthShield Partners
Cary,
North Carolina
| – | -$34K | -678 | Closed |
|
38
UBS Group
Zurich,
Switzerland
| – | -$25K | -499 | Closed |
|
SPMO Hedge Fund Activity: Q4 2020 in Review
36 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q4 2020, worth a combined $38.1M — up 55% from $24.6M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SPMO positions and 3 closed out — a net gain of 9 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.35M. The largest seller was Jane Street, cutting an estimated $1.06M.
- 36 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q4 2020, up from 28 in Q3 2020.
- Funds reported $38.1M of Invesco S&P 500 Momentum ETF stock for Q4 2020, up 55% quarter-over-quarter.
- 12 funds opened new Invesco S&P 500 Momentum ETF positions in Q4 2020 and 3 closed out, a net change of +9 holders.
- The largest Invesco S&P 500 Momentum ETF buyer in Q4 2020 was LPL Financial, an estimated $3.35M added.
- The largest Invesco S&P 500 Momentum ETF seller in Q4 2020 was Jane Street, an estimated $1.06M sold.
Based on aggregated 13F filings for Q4 2020.