We are live on ! Find out more
SPMO icon

Invesco S&P 500 Momentum ETF
SPMO

61 hedge funds and large institutions have $128M invested in Invesco S&P 500 Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

169% more capital invested

Capital invested by funds: $47.6M → $128M (+$80.6M)

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

39% more funds holding

Funds holding: 44 → 61 (+17)

5.75% more ownership

Funds ownership: 62.71% → 68.46% (+5.8%)

Holders
61
Holders Change
+17
Holders Change %
+38.64%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
14
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TC
Trilogy Capital
California
+$29.1M
2
LPL Financial
LPL Financial
California
+$12.7M
3
T
TCWP
Ohio
+$5.07M
4
LAS
LWM Advisory Services
Florida
+$3.66M
5
BWA
Burt Wealth Advisors
Maryland
+$3.18M

Top Sellers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
-$1.23M
2
IWP
IAG Wealth Partners
Wisconsin
-$1.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$865K
4
FLA
Financial Life Advisors
Texas
-$422K
5
Invesco
Invesco
Georgia
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
51
Archer Investment Corporation
Indiana
$28.4K – – –
AWM
52
Accel Wealth Management
Iowa
$26.4K – – –
MCC
53
Money Concepts Capital
Florida
$20.8K +$18.6K +332 +976%
SPIA
54
Steward Partners Investment Advisory
New York
$18.6K – – –
WA
55
Win Advisors
Florida
$9.88K – – –
S
56
SignatureFD
Georgia
$6.53K +$6.46K +115 New
BlackRock
57
BlackRock
New York
$2.16K – – –
PAG
58
Private Advisor Group
New Jersey
$1.61K +$1.6M +28,452 New
SIS
59
Sound Income Strategies
Florida
$1.53K – – –
AWM
60
Accurate Wealth Management
Florida
$280 +$281 +5 New
Wells Fargo
61
Wells Fargo
California
$57 – – –
SWP
62
Stratos Wealth Partners
Ohio
– -$1.23M -24,524 Closed
Citadel Advisors
63
Citadel Advisors
Florida
– -$865K -17,203 Closed
FLA
64
Financial Life Advisors
Texas
– -$422K -8,380 Closed
CAL
65
Capital Analysts LLC
Pennsylvania
– -$70K -1,400 Closed
UBS Group
66
UBS Group
Switzerland
– -$33K -660 Closed
CWA
67
Carolina Wealth Advisors
South Carolina
– -$3K -61 Closed
HGERS
68
Householder Group Estate & Retirement Specialist
Arizona
– -$1K -33 Closed
1 2
3

SPMO Hedge Fund Activity: Q4 2022 in Review

61 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q4 2022, worth a combined $128M — up 169% from $47.6M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SPMO positions and 7 closed out — a net gain of 18 holders — while 14 added to existing stakes and 10 trimmed.

The largest buyer was Trilogy Capital, adding an estimated $29.1M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $1.23M sold.

  • 61 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q4 2022, up from 44 in Q3 2022.
  • Funds reported $128M of Invesco S&P 500 Momentum ETF stock for Q4 2022, up 169% quarter-over-quarter.
  • 25 funds opened new Invesco S&P 500 Momentum ETF positions in Q4 2022 and 7 closed out, a net change of +18 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q4 2022 was Trilogy Capital, an estimated $29.1M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q4 2022 was Stratos Wealth Partners, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2022.