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Invesco S&P 500 Momentum ETF
SPMO

47 hedge funds and large institutions have $73.5M invested in Invesco S&P 500 Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

58% more capital invested

Capital invested by funds: $46.4M → $73.5M (+$27M)

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

21% more funds holding

Funds holding: 39 → 47 (+8)

8.65% more ownership

Funds ownership: 58.6% → 67.25% (+8.7%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
47
Holders Change
+8
Holders Change %
+20.51%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
16
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$9.01M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.27M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.27M
4
IDA
Intelligence Driven Advisers
California
+$1.54M
5
IWP
IAG Wealth Partners
Wisconsin
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$896K
2
CAC
Certified Advisory Corp
Florida
-$471K
3
BMD
Better Money Decisions
New Mexico
-$106K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$37.8K
5
APA
American Portfolios Advisors
New York
-$24.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$280K +$19.2K +300 +7%
MCC
27
Money Concepts Capital
Florida
$251K +$248K +3,884 New
DAS
28
Dynamic Advisor Solutions
Arizona
$220K – – –
DWMG
29
DB Wealth Management Group
California
$205K -$4.86K -76 -2%
CAL
30
Capital Analysts LLC
Pennsylvania
$187K -$19.2K -300 -9%
GEA
31
Glen Eagle Advisors
New Jersey
$104K +$51.3K +803 +100%
S
32
SignatureFD
Georgia
$72K +$70.8K +1,109 New
HI
33
Harbour Investments
Wisconsin
$68K -$12.8K -200 -16%
AC
34
AlphaCore Capital
California
$48K +$48K +751 New
SPIA
35
Steward Partners Investment Advisory
New York
$33K -$3K -47 -8%
AIC
36
Archer Investment Corporation
Indiana
$32.3K – – –
CFGS
37
Concourse Financial Group Securities
Alabama
$32K – – –
AWM
38
Accel Wealth Management
Iowa
$30K – – –
SFPG
39
Stonebridge Financial Planning Group
Florida
$30K – – –
CFD
40
Creative Financial Designs
Indiana
$29K +$28.6K +447 New
APA
41
American Portfolios Advisors
New York
$14.1K -$24.7K -386 -64%
CWA
42
Carolina Wealth Advisors
South Carolina
$4K – – –
SIS
43
Sound Income Strategies
Florida
$2K – – –
WWM
44
Wolff Wiese Magana
California
$2K – – –
UBS Group
45
UBS Group
Switzerland
$2K +$1.28K +20 +286%
WWMSC
46
Wagner Wealth Management (South Carolina)
South Carolina
$1K – – –
CAC
47
Certified Advisory Corp
Florida
– -$471K -7,790 Closed
BMD
48
Better Money Decisions
New Mexico
– -$106K -1,749 Closed
Wells Fargo
49
Wells Fargo
California
– +$64 +1 New
1
2

SPMO Hedge Fund Activity: Q4 2021 in Review

47 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q4 2021, worth a combined $73.5M — up 58% from $46.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SPMO positions and 2 closed out — a net gain of 9 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $9.01M. The largest seller was Bank of America, cutting an estimated $896K.

  • 47 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q4 2021, up from 39 in Q3 2021.
  • Funds reported $73.5M of Invesco S&P 500 Momentum ETF stock for Q4 2021, up 58% quarter-over-quarter.
  • 11 funds opened new Invesco S&P 500 Momentum ETF positions in Q4 2021 and 2 closed out, a net change of +9 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q4 2021 was Goldman Sachs, an estimated $9.01M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q4 2021 was Bank of America, an estimated $896K sold.

Based on aggregated 13F filings for Q4 2021.