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Invesco S&P 500 Momentum ETF
SPMO

145 hedge funds and large institutions have $998M invested in Invesco S&P 500 Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,175% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 4

658% more capital invested

Capital invested by funds: $132M → $998M (+$866M)

146% more funds holding

Funds holding: 59 → 145 (+86)

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

35.8% more ownership

Funds ownership: 46.87% → 82.67% (+36%)

Holders
145
Holders Change
+86
Holders Change %
+145.76%
% of All Funds
2.09%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.1%
New
91
Increased
26
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$293M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$122M
3
BCI
Brinker Capital Investments
Pennsylvania
+$42.3M
4
OPS
Orion Portfolio Solutions
Nebraska
+$42.3M
5
ACM
Advance Capital Management
Michigan
+$34.2M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.86M
2
MCC
Money Concepts Capital
Florida
-$860K
3
Citadel Advisors
Citadel Advisors
Florida
-$736K
4
CFD
Creative Financial Designs
Indiana
-$702K
5
Invesco
Invesco
Georgia
-$613K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cetera Advisors
Colorado
$4.01M +$3.45M +46,783 +1,437%
CWA
27
Centennial Wealth Advisory
Michigan
$3.98M +$3.66M +49,627 New
Prudential Financial
28
Prudential Financial
New Jersey
$3.84M +$3.53M +47,849 New
PFA
29
Professional Financial Advisors
Nebraska
$3.78M -$120K -1,632 -3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$3.75M +$2.18M +29,613 +173%
LNC
31
Lincoln National Corp
Pennsylvania
$3.64M +$3.34M +45,344 New
HighTower Advisors
32
HighTower Advisors
Illinois
$3.33M +$3.05M +41,358 New
ZIMP
33
Zimmermann Investment Management & Planning
Pennsylvania
$3.31M +$3.04M +41,313 New
BWA
34
Burt Wealth Advisors
Maryland
$3.31M – – –
TC
35
TAP Consulting
Missouri
$2.76M +$2.53M +34,404 New
MCC
36
Money Concepts Capital
Florida
$2.68M -$860K -11,678 -26%
LWM
37
Lionsbridge Wealth Management
Florida
$2.55M +$2.34M +31,730 New
FAIM
38
Financial Advocates Investment Management
Washington
$2.54M +$920K +12,485 +65%
Stifel Financial
39
Stifel Financial
Missouri
$2.51M +$2.3M +31,280 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$2.49M +$2.21M +30,047 +2,954%
PCA
41
Prosperity Capital Advisors
Ohio
$2.4M +$2.2M +29,898 New
Marshall Wace
42
Marshall Wace
United Kingdom
$2.32M +$2.13M +28,907 New
WIP
43
WealthCare Investment Partners
Rhode Island
$2.12M +$217K +2,947 +13%
BPA
44
Beacon Pointe Advisors
California
$1.96M – – –
FEM
45
Fulcrum Equity Management
Texas
$1.74M +$1.59M +21,634 New
PAS
46
Park Avenue Securities
New York
$1.71M +$1.57M +21,289 New
WA
47
WESPAC Advisors
California
$1.64M +$1.51M +20,436 New
AF
48
Allworth Financial
California
$1.58M +$1.45M +19,715 New
CASC
49
Coppell Advisory Solutions Corp
Texas
$1.58M +$1.45M +19,712 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.5M +$897K +12,174 +186%
1
2
3 4 5

SPMO Hedge Fund Activity: Q1 2024 in Review

145 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q1 2024, worth a combined $998M — up 658% from $132M a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPMO positions and 4 closed out — a net gain of 87 holders — while 26 added to existing stakes and 18 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $293M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.86M.

  • 145 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q1 2024, up from 59 in Q4 2023.
  • Funds reported $998M of Invesco S&P 500 Momentum ETF stock for Q1 2024, up 658% quarter-over-quarter.
  • 91 funds opened new Invesco S&P 500 Momentum ETF positions in Q1 2024 and 4 closed out, a net change of +87 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $293M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $1.86M sold.

Based on aggregated 13F filings for Q1 2024.