Invesco S&P 500 Momentum ETF
SPMO
59 hedge funds and large institutions have $118M invested in Invesco S&P 500 Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 27 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
7% more funds holding
Funds holding: 55 → 59 (+4)
0.98% less ownership
Funds ownership: 60.67% → 59.68% (-0.98%)
2% less capital invested
Capital invested by funds: $121M → $118M (-$2.79M)
41% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 27
Top Buyers
Top Sellers
| 1 |
T
TCWP
Beachwood,
Ohio
|
-$5.27M |
| 2 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$1.51M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
-$1.15M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.06M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$634K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $17.3K | -$43K | -748 | -71% |
|
|
HI
52
Harbour Investments
Madison,
Wisconsin
| $17.2K | – | – | – |
|
|
SCA
53
Stonebridge Capital Advisors
St Paul,
Minnesota
| $15.3K | – | – | – |
|
|
PA
54
PSI Advisors
Tampa,
Florida
| $10.1K | +$57 | +1 | +0.6% |
|
|
AIC
55
Archer Investment Corporation
Carmel,
Indiana
| $7.1K | -$21.6K | -376 | -75% |
|
|
SIS
56
Sound Income Strategies
Ft Lauderdale,
Florida
| $1.55K | – | – | – |
|
57
US Bancorp
Minneapolis,
Minnesota
| $802 | -$154K | -2,684 | -99% |
|
|
HGERS
58
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $706 | +$689 | +12 | New |
|
59
JP Morgan Chase
New York
| $229 | -$345 | -6 | -60% |
|
60
Wells Fargo
San Francisco,
California
| $19 | -$57 | -1 | Closed |
|
|
CFGS
61
Concourse Financial Group Securities
Birmingham,
Alabama
| $1 | -$1.51M | -26,272 | Closed |
|
|
T
62
TCWP
Beachwood,
Ohio
| – | -$5.27M | -94,238 | Closed |
|
|
FTUS
63
Flow Traders U.S.
New York
| – | -$407K | -7,282 | Closed |
|
SPMO Hedge Fund Activity: Q3 2023 in Review
59 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q3 2023, worth a combined $118M — down 2.3% from $121M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SPMO positions and 4 closed out — a net gain of 4 holders — while 16 added to existing stakes and 27 trimmed.
The largest buyer was Piedmont Capital Management (Montana), opening a new position worth an estimated $7.59M. The largest seller was TCWP, exiting entirely with an estimated $5.27M sold.
- 59 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q3 2023, up from 55 in Q2 2023.
- Funds reported $118M of Invesco S&P 500 Momentum ETF stock for Q3 2023, down 2.3% quarter-over-quarter.
- 8 funds opened new Invesco S&P 500 Momentum ETF positions in Q3 2023 and 4 closed out, a net change of +4 holders.
- The largest Invesco S&P 500 Momentum ETF buyer in Q3 2023 was Piedmont Capital Management (Montana), an estimated $7.59M added.
- The largest Invesco S&P 500 Momentum ETF seller in Q3 2023 was TCWP, an estimated $5.27M sold.
Based on aggregated 13F filings for Q3 2023.