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Invesco S&P 500 Momentum ETF
SPMO

219 hedge funds and large institutions have $1.69B invested in Invesco S&P 500 Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 86 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

41% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 61

16% more funds holding

Funds holding: 188 → 219 (+31)

14% more capital invested

Capital invested by funds: $1.49B → $1.69B (+$207M)

9.04% less ownership

Funds ownership: 78.16% → 69.11% (-9%)

24% less call options, than puts

Call options by funds: $2.04M | Put options by funds: $2.69M

Holders
219
Holders Change
+31
Holders Change %
+16.49%
% of All Funds
3.14%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
56
Increased
86
Reduced
61
Closed
24
Calls
$2.04M
Puts
$2.69M
Net Calls
-$652K
Net Calls Change
-$809K

Top Buyers

1
MCC
Money Concepts Capital
Florida
+$44.2M
2
OCM
One Capital Management
California
+$27.9M
3
MCM
Mainstay Capital Management
Michigan
+$22.4M
4
HAS
HBW Advisory Services
California
+$12.9M
5
FIS
Fischer Investment Strategies
California
+$10.8M

Top Sellers

1
LWM
Liberty Wealth Management
California
-$18.8M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$18M
3
Morgan Stanley
Morgan Stanley
New York
-$14.1M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.8M
5
TC
Trilogy Capital
California
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$9.03M -$4.31M -49,275 -33%
Marshall Wace
27
Marshall Wace
United Kingdom
$7.97M -$436K -4,984 -5%
SWM
28
SigFig Wealth Management
California
$7.38M +$58K +663 +0.8%
AWS
29
Atria Wealth Solutions
New York
$7.33M +$247K +2,828 +4%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$6.47M -$2.21M -25,233 -26%
BRWA
31
B. Riley Wealth Advisors
Florida
$6.34M +$765K +8,741 +14%
CAM
32
Concorde Asset Management
Michigan
$6.26M +$5.73M +65,446 +1,789%
CWA
33
Centennial Wealth Advisory
Michigan
$5.97M -$36.9K -422 -0.6%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$5.79M +$1.86M +21,221 +50%
SWM
35
StoneCrest Wealth Management
Arizona
$5.28M +$1.34M +15,353 +36%
RJA
36
Raymond James & Associates
Florida
$5.12M +$4.12M +47,053 +497%
EL
37
EWA LLC
Pennsylvania
$5.11M +$4.69M +53,569 New
Invesco
38
Invesco
Georgia
$5.07M +$24.9K +284 +0.5%
CCFM
39
Clear Creek Financial Management
Washington
$5.06M +$60.6K +693 +1%
TC
40
TAP Consulting
Missouri
$5.02M -$48K -548 -1%
NA
41
NewEdge Advisors
Louisiana
$4.68M +$3.42M +39,098 +311%
HighTower Advisors
42
HighTower Advisors
Illinois
$4.64M -$600K -6,859 -12%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$4.59M +$3.97M +45,326 +851%
EH
44
Equitable Holdings
New York
$4.55M +$2.97M +33,903 +208%
DWA
45
Delta Wealth Advisors
Indiana
$4.45M -$207K -2,365 -5%
SA
46
Sanctuary Advisors
Indiana
$4.38M +$4.01M +45,868 New
PFA
47
Professional Financial Advisors
Nebraska
$4.25M +$40.4K +462 +1%
RW
48
RVW Wealth
California
$4.07M +$2.67M +30,489 +211%
BWA
49
Burt Wealth Advisors
Maryland
$3.73M – – –
CF
50
Convergence Financial
Missouri
$3.7M +$39.5K +451 +1%
1
2
3 4 5

SPMO Hedge Fund Activity: Q3 2024 in Review

219 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q3 2024, worth a combined $1.69B — up 14% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPMO positions and 24 closed out — a net gain of 32 holders — while 86 added to existing stakes and 61 trimmed.

The largest buyer was Money Concepts Capital, adding an estimated $44.2M. The largest seller was Liberty Wealth Management, cutting an estimated $18.8M.

  • 219 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q3 2024, up from 188 in Q2 2024.
  • Funds reported $1.69B of Invesco S&P 500 Momentum ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 56 funds opened new Invesco S&P 500 Momentum ETF positions in Q3 2024 and 24 closed out, a net change of +32 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q3 2024 was Money Concepts Capital, an estimated $44.2M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q3 2024 was Liberty Wealth Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q3 2024.