Invesco S&P 500 Momentum ETF
SPMO
61 hedge funds and large institutions have $128M invested in Invesco S&P 500 Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 7 closing their positions.
257% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 7
169% more capital invested
Capital invested by funds: $47.6M → $128M (+$80.6M)
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
39% more funds holding
Funds holding: 44 → 61 (+17)
5.75% more ownership
Funds ownership: 62.71% → 68.46% (+5.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$29.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$12.7M |
| 3 |
T
TCWP
Beachwood,
Ohio
|
+$5.07M |
| 4 |
LAS
LWM Advisory Services
Plantation,
Florida
|
+$3.66M |
| 5 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.23M |
| 2 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
-$1.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$865K |
| 4 |
FLA
Financial Life Advisors
San Antonio,
Texas
|
-$422K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$221K |
SPMO Hedge Fund Activity: Q4 2022 in Review
61 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q4 2022, worth a combined $128M — up 169% from $47.6M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SPMO positions and 7 closed out — a net gain of 18 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was Trilogy Capital, adding an estimated $29.1M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $1.23M sold.
- 61 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q4 2022, up from 44 in Q3 2022.
- Funds reported $128M of Invesco S&P 500 Momentum ETF stock for Q4 2022, up 169% quarter-over-quarter.
- 25 funds opened new Invesco S&P 500 Momentum ETF positions in Q4 2022 and 7 closed out, a net change of +18 holders.
- The largest Invesco S&P 500 Momentum ETF buyer in Q4 2022 was Trilogy Capital, an estimated $29.1M added.
- The largest Invesco S&P 500 Momentum ETF seller in Q4 2022 was Stratos Wealth Partners, an estimated $1.23M sold.
Based on aggregated 13F filings for Q4 2022.