Invesco S&P 500 Momentum ETF
SPMO
44 hedge funds and large institutions have $47.6M invested in Invesco S&P 500 Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 10 closing their positions.
0.25% more ownership
Funds ownership: 62.46% → 62.71% (+0.25%)
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
3% less capital invested
Capital invested by funds: $49M → $47.6M (-$1.41M)
6% less funds holding
Funds holding: 47 → 44 (-3)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.62M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
+$789K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$708K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$588K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$370K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
-$2.32M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.5M |
| 3 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$808K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$486K |
| 5 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$476K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$24K | -460 | Closed |
|
|
S
52
SignatureFD
Atlanta,
Georgia
| – | -$9K | -179 | Closed |
|
|
WWM
53
Wolff Wiese Magana
Carslbad,
California
| – | -$2K | -37 | Closed |
|
54
Wells Fargo
San Francisco,
California
| – | +$54 | +1 | New |
|
SPMO Hedge Fund Activity: Q3 2022 in Review
44 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q3 2022, worth a combined $47.6M — down 2.9% from $49M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of SPMO and 7 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 13 added.
The largest buyer was Osaic Holdings, adding an estimated $3.62M. The largest seller was IAG Wealth Partners, cutting an estimated $2.32M.
- 44 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q3 2022, down from 47 in Q2 2022.
- Funds reported $47.6M of Invesco S&P 500 Momentum ETF stock for Q3 2022, down 2.9% quarter-over-quarter.
- 7 funds opened new Invesco S&P 500 Momentum ETF positions in Q3 2022 and 10 closed out, a net change of -3 holders.
- The largest Invesco S&P 500 Momentum ETF buyer in Q3 2022 was Osaic Holdings, an estimated $3.62M added.
- The largest Invesco S&P 500 Momentum ETF seller in Q3 2022 was IAG Wealth Partners, an estimated $2.32M sold.
Based on aggregated 13F filings for Q3 2022.