We are live on ! Find out more
SPMO icon

Invesco S&P 500 Momentum ETF

55 hedge funds and large institutions have $121M invested in Invesco S&P 500 Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 5555 (0)

6.21% less ownership

Funds ownership: 66.87%60.67% (-6.2%)

17% less capital invested

Capital invested by funds: $145M → $121M (-$24.4M)

46% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 26

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
55
Holders Change
Holders Change %
0%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
14
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
Insight Advisors
Pennsylvania
$438K -$1.71K -31 -0.4%
CA
27
CoreCap Advisors
Michigan
$429K +$423K +7,664 New
KPWS
28
Kestra Private Wealth Services
Texas
$410K +$55 +1 +0%
FTUS
29
Flow Traders U.S.
New York
$407K -$416K -7,538 -51%
IWP
30
IAG Wealth Partners
Wisconsin
$387K -$300K -5,439 -44%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$369K +$3.81K +69 +1%
SEP
32
Southland Equity Partners
Missouri
$361K +$44K +797 +14%
Goldman Sachs
33
Goldman Sachs
New York
$356K
PAG
34
Private Advisor Group
New Jersey
$330K -$46.9K -850 -13%
GVAG
35
Great Valley Advisor Group
Delaware
$319K +$315K +5,703 New
Citadel Advisors
36
Citadel Advisors
Florida
$319K +$314K +5,695 New
IWC
37
Integrated Wealth Concepts
Massachusetts
$302K -$50.6K -917 -15%
Betterment LLC
38
Betterment LLC
New York
$264K +$32.2K +583 +14%
FPAS
39
Focus Partners Advisor Solutions
Missouri
$207K +$205K +3,707 New
TWM
40
Trinity Wealth Management
Pennsylvania
$205K +$202K +3,661 New
Morgan Stanley
41
Morgan Stanley
New York
$160K
US Bancorp
42
US Bancorp
Minnesota
$151K -$409K -7,414 -73%
DWMG
43
DB Wealth Management Group
California
$141K -$15.7K -284 -10%
CFD
44
Creative Financial Designs
Indiana
$129K -$2.1K -38 -2%
UBS Group
45
UBS Group
Switzerland
$58.7K -$113K -2,046 -66%
GEA
46
Glen Eagle Advisors
New Jersey
$53K
AIC
47
Archer Investment Corporation
Indiana
$28K
SPIA
48
Steward Partners Investment Advisory
New York
$18.3K
HI
49
Harbour Investments
Wisconsin
$16.8K
SCA
50
Stonebridge Capital Advisors
Minnesota
$14.9K +$14.7K +267 New

SPMO Hedge Fund Activity: Q2 2023 in Review

55 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q2 2023, worth a combined $121M — down 17% from $145M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SPMO positions and 6 closed out — a net gain of 1 holder — while 14 added to existing stakes and 26 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $888K. The largest seller was Intelligence Driven Advisers, cutting an estimated $5M.

  • 55 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $121M of Invesco S&P 500 Momentum ETF stock for Q2 2023, down 17% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Momentum ETF positions in Q2 2023 and 6 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q2 2023 was Cambridge Investment Research Advisors, an estimated $888K added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q2 2023 was Intelligence Driven Advisers, an estimated $5M sold.

Based on aggregated 13F filings for Q2 2023.