Invesco S&P 500 Momentum ETF
SPMO
59 hedge funds and large institutions have $132M invested in Invesco S&P 500 Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 11 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 16
12% more capital invested
Capital invested by funds: $118M → $132M (+$13.9M)
0% more funds holding
Funds holding: 59 → 59 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
12.81% less ownership
Funds ownership: 59.68% → 46.87% (-13%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$2.73M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
+$2.33M |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$1.97M |
| 4 |
LPL Financial
San Diego,
California
|
+$546K |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$524K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$3.25M |
| 2 |
PCMM
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
-$2.77M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$1.2M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.14M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$873K |
SPMO Hedge Fund Activity: Q4 2023 in Review
59 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q4 2023, worth a combined $132M — up 12% from $118M a quarter earlier.
Fund positioning in SPMO was balanced in Q4 2023: 11 funds opened new positions, 11 closed out, 19 added to existing stakes and 16 trimmed.
The largest buyer was Money Concepts Capital, opening a new position worth an estimated $2.73M. The largest seller was Invesco, cutting an estimated $3.25M.
- 59 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $132M of Invesco S&P 500 Momentum ETF stock for Q4 2023, up 12% quarter-over-quarter.
- 11 funds opened new Invesco S&P 500 Momentum ETF positions in Q4 2023 and 11 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 Momentum ETF buyer in Q4 2023 was Money Concepts Capital, an estimated $2.73M added.
- The largest Invesco S&P 500 Momentum ETF seller in Q4 2023 was Invesco, an estimated $3.25M sold.
Based on aggregated 13F filings for Q4 2023.