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Invesco S&P 500 Momentum ETF
SPMO

39 hedge funds and large institutions have $49.2M invested in Invesco S&P 500 Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

29% more capital invested

Capital invested by funds: $38.1M → $49.2M (+$11.1M)

10.14% more ownership

Funds ownership: 53.81% → 63.95% (+10%)

8% more funds holding

Funds holding: 36 → 39 (+3)

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
11
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$9.55M
2
CCP
Cardan Capital Partners
Colorado
+$3.54M
3
PFA
Professional Financial Advisors
Nebraska
+$963K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$867K
5
Bank of America
Bank of America
North Carolina
+$613K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.21M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.11M
3
Jane Street
Jane Street
New York
-$554K
4
OAM
Optimal Asset Management
California
-$513K
5
LPL Financial
LPL Financial
California
-$458K
Name Holding Trade Value Shares
Change 		Change in
Stake
BMD
26
Better Money Decisions
New Mexico
$93K +$92.9K +1,749 New
IWP
27
IAG Wealth Partners
Wisconsin
$83K +$1.75K +33 +2%
UBS Group
28
UBS Group
Switzerland
$58K +$58.5K +1,102 New
HI
29
Harbour Investments
Wisconsin
$42K +$42.5K +800 New
SFPG
30
Stonebridge Financial Planning Group
Florida
$28K – – –
CFGS
31
Concourse Financial Group Securities
Alabama
$27K – – –
AIC
32
Archer Investment Corporation
Indiana
$26.5K – – –
AWM
33
Accel Wealth Management
Iowa
$25K – – –
VBCG
34
Valley Brook Capital Group
Pennsylvania
$14K +$53 +1 +0.4%
CWA
35
Carolina Wealth Advisors
South Carolina
$3K – – –
SIS
36
Sound Income Strategies
Florida
$1.43K – – –
GEA
37
Glen Eagle Advisors
New Jersey
$1.33K – – –
WWMSC
38
Wagner Wealth Management (South Carolina)
South Carolina
$1K – – –
OAM
39
Optimal Asset Management
California
– -$513K -9,699 Closed
LGA
40
Lebenthal Global Advisors
New York
– -$63K -1,195 Closed
Morgan Stanley
41
Morgan Stanley
New York
– -$9K -179 Closed
CIAS
42
Capital Investment Advisory Services
North Carolina
– -$3K -50 Closed
1
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SPMO Hedge Fund Activity: Q1 2021 in Review

39 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q1 2021, worth a combined $49.2M — up 29% from $38.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SPMO positions and 4 closed out — a net gain of 3 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $9.55M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.21M.

  • 39 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q1 2021, up from 36 in Q4 2020.
  • Funds reported $49.2M of Invesco S&P 500 Momentum ETF stock for Q1 2021, up 29% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Momentum ETF positions in Q1 2021 and 4 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q1 2021 was Invesco, an estimated $9.55M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q1 2021 was Raymond James Financial Services Advisors, an estimated $2.21M sold.

Based on aggregated 13F filings for Q1 2021.