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Invesco S&P 500 Momentum ETF
SPMO

188 hedge funds and large institutions have $1.49B invested in Invesco S&P 500 Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 96 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 12

300% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 24

49% more capital invested

Capital invested by funds: $998M → $1.49B (+$489M)

30% more funds holding

Funds holding: 145 → 188 (+43)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

4.51% less ownership

Funds ownership: 82.67% → 78.16% (-4.5%)

Holders
188
Holders Change
+43
Holders Change %
+29.66%
% of All Funds
2.72%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
58
Increased
96
Reduced
24
Closed
12
Calls
$157K
Puts
–
Net Calls
+$157K
Net Calls Change
+$157K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$118M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$39.6M
3
LPL Financial
LPL Financial
California
+$23.1M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$19.2M
5
LWM
Liberty Wealth Management
California
+$17.7M

Top Sellers

Rank Fund Capital Flow
1
ACM
Advance Capital Management
Michigan
-$35.7M
2
TC
Trilogy Capital
California
-$4.57M
3
Jane Street
Jane Street
New York
-$4.38M
4
LNC
Lincoln National Corp
Pennsylvania
-$3.64M
5
LWM
Lionsbridge Wealth Management
Florida
-$2.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAS
51
Optivise Advisory Services
Tennessee
$2.37M +$2.2M +27,139 New
CWMGP
52
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.34M +$707K +8,705 +48%
OC
53
Oppenheimer & Co
New York
$2.28M +$1.47M +18,089 +227%
GWM
54
Geneos Wealth Management
Colorado
$2.21M +$669K +8,240 +48%
BPA
55
Beacon Pointe Advisors
California
$2.15M +$15.4K +190 +0.8%
CRI
56
Colonial River Investments
Virginia
$2.15M +$836K +10,294 +72%
AWM
57
Axxcess Wealth Management
California
$2.14M +$1.99M +24,448 New
ACM
58
Advance Capital Management
Michigan
$2.09M -$35.7M -439,888 -95%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$1.93M +$619K +7,616 +53%
AF
60
Allworth Financial
California
$1.86M +$150K +1,850 +9%
PAG
61
Private Advisor Group
New Jersey
$1.77M +$1.18M +14,574 +256%
CAS
62
Coppell Advisory Solutions
Texas
$1.77M +$1.65M +20,257 New
Renaissance Technologies
63
Renaissance Technologies
New York
$1.74M +$1.62M +19,900 New
WIA
64
World Investment Advisors
California
$1.73M +$461K +5,670 +40%
LAS
65
LWM Advisory Services
Florida
$1.65M +$1.53M +18,845 New
PWM
66
Perigon Wealth Management
California
$1.61M +$286K +3,515 +24%
GCP
67
GSA Capital Partners
United Kingdom
$1.46M -$151K -1,862 -10%
EH
68
Equitable Holdings
New York
$1.43M +$829K +10,212 +167%
AFO
69
Arrowroot Family Office
California
$1.36M +$270K +3,327 +27%
FS
70
Ferguson Shapiro
Georgia
$1.33M +$1.24M +15,234 New
EWM
71
Endowment Wealth Management
Wisconsin
$1.32M +$154K +1,900 +14%
AI
72
Atria Investments
North Carolina
$1.3M -$161K -1,984 -12%
ASN
73
Advisory Services Network
Georgia
$1.28M +$290K +3,576 +32%
RW
74
RVW Wealth
California
$1.26M +$1.17M +14,448 New
Creative Planning
75
Creative Planning
Kansas
$1.26M +$1.17M +14,429 New
1 2
3
4 5

SPMO Hedge Fund Activity: Q2 2024 in Review

188 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q2 2024, worth a combined $1.49B — up 49% from $998M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPMO positions and 12 closed out — a net gain of 46 holders — while 96 added to existing stakes and 24 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $118M. The largest seller was Advance Capital Management, cutting an estimated $35.7M.

  • 188 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q2 2024, up from 145 in Q1 2024.
  • Funds reported $1.49B of Invesco S&P 500 Momentum ETF stock for Q2 2024, up 49% quarter-over-quarter.
  • 58 funds opened new Invesco S&P 500 Momentum ETF positions in Q2 2024 and 12 closed out, a net change of +46 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $118M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q2 2024 was Advance Capital Management, an estimated $35.7M sold.

Based on aggregated 13F filings for Q2 2024.