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Invesco S&P 500 Momentum ETF
SPMO

351 hedge funds and large institutions have $2.35B invested in Invesco S&P 500 Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 125 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

726% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 19

119% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 57

60% more funds holding

Funds holding: 219 → 351 (+132)

39% more capital invested

Capital invested by funds: $1.69B → $2.35B (+$656M)

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

5% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $1.05M

7.86% less ownership

Funds ownership: 69.11% → 61.25% (-7.9%)

Holders
351
Holders Change
+132
Holders Change %
+60.27%
% of All Funds
4.62%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.22%
New
157
Increased
125
Reduced
57
Closed
19
Calls
$1.01M
Puts
$1.05M
Net Calls
-$48K
Net Calls Change
+$604K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$108M
2
MCM
Mainstay Capital Management
Michigan
+$91M
3
LPL Financial
LPL Financial
California
+$88.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$58.6M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$41.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$114M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$65.8M
3
BCI
Brinker Capital Investments
Pennsylvania
-$22.7M
4
OPS
Orion Portfolio Solutions
Nebraska
-$22.7M
5
Prudential Financial
Prudential Financial
New Jersey
-$9.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$16.7M +$10.7M +112,450 +176%
MML Investors Services
27
MML Investors Services
Massachusetts
$15.5M +$6M +63,348 +64%
HAS
28
HBW Advisory Services
California
$15.1M +$1.15M +12,158 +8%
APW
29
Austin Private Wealth
Texas
$14.6M +$14.5M +153,321 New
Raymond James Financial
30
Raymond James Financial
Florida
$14.4M +$14.3M +151,274 New
FIS
31
Fischer Investment Strategies
California
$13.3M +$1.53M +16,097 +13%
CW
32
CreativeOne Wealth
Kansas
$12.1M +$11.8M +124,831 +5,427%
IWM
33
IHT Wealth Management
Illinois
$12.1M +$12M +126,878 New
UBS Group
34
UBS Group
Switzerland
$11.8M +$10.3M +108,812 +708%
IAA
35
Independent Advisor Alliance
North Carolina
$10.9M +$10.9M +115,222 New
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$10.2M -$2.6M -27,477 -20%
GA
37
Goldstein Advisors
Wisconsin
$10.2M +$10.2M +107,396 New
WA
38
Win Advisors
Florida
$9.99M -$1.55M -16,403 -13%
PAG
39
Private Advisor Group
New Jersey
$9.82M +$7.37M +77,723 +303%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$9.07M +$7.54M +79,582 +550%
CIAS
41
CFS Investment Advisory Services
New Jersey
$7.92M +$7.9M +83,355 New
EH
42
Equitable Holdings
New York
$7.84M +$3.06M +32,330 +64%
CAM
43
Concorde Asset Management
Michigan
$7.52M +$949K +10,009 +14%
PAS
44
Park Avenue Securities
New York
$7.25M +$4.83M +50,917 +201%
CCFM
45
Clear Creek Financial Management
Washington
$6.83M +$1.53M +16,106 +29%
SO
46
Sierra Ocean
California
$6.57M +$6.55M +69,142 New
AWS
47
Atria Wealth Solutions
New York
$6.54M -$1.15M -12,099 -15%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$6.11M +$5.03M +53,084 +473%
RW
49
RVW Wealth
California
$6.08M +$1.8M +19,016 +42%
IA
50
IFG Advisory
Georgia
$6.07M +$6.05M +63,838 New
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SPMO Hedge Fund Activity: Q4 2024 in Review

351 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q4 2024, worth a combined $2.35B — up 39% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new SPMO positions and 19 closed out — a net gain of 138 holders — while 125 added to existing stakes and 57 trimmed.

The largest buyer was Bank of America, adding an estimated $108M. The largest seller was Envestnet Asset Management, cutting an estimated $114M.

  • 351 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q4 2024, up from 219 in Q3 2024.
  • Funds reported $2.35B of Invesco S&P 500 Momentum ETF stock for Q4 2024, up 39% quarter-over-quarter.
  • 157 funds opened new Invesco S&P 500 Momentum ETF positions in Q4 2024 and 19 closed out, a net change of +138 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q4 2024 was Bank of America, an estimated $108M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2024.