We are live on ! Find out more
SPMO icon

Invesco S&P 500 Momentum ETF
SPMO

219 hedge funds and large institutions have $1.69B invested in Invesco S&P 500 Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 86 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

41% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 61

16% more funds holding

Funds holding: 188 → 219 (+31)

14% more capital invested

Capital invested by funds: $1.49B → $1.69B (+$207M)

9.04% less ownership

Funds ownership: 78.16% → 69.11% (-9%)

24% less call options, than puts

Call options by funds: $2.04M | Put options by funds: $2.69M

Holders
219
Holders Change
+31
Holders Change %
+16.49%
% of All Funds
3.14%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
56
Increased
86
Reduced
61
Closed
24
Calls
$2.04M
Puts
$2.69M
Net Calls
-$652K
Net Calls Change
-$809K

Top Buyers

1
MCC
Money Concepts Capital
Florida
+$44.2M
2
OCM
One Capital Management
California
+$27.9M
3
MCM
Mainstay Capital Management
Michigan
+$22.4M
4
HAS
HBW Advisory Services
California
+$12.9M
5
FIS
Fischer Investment Strategies
California
+$10.8M

Top Sellers

1
LWM
Liberty Wealth Management
California
-$18.8M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$18M
3
Morgan Stanley
Morgan Stanley
New York
-$14.1M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.8M
5
TC
Trilogy Capital
California
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
51
Able Wealth Management
New Jersey
$3.68M +$332K +3,793 +10%
BCMIO
52
Beacon Capital Management Inc (Ohio)
Ohio
$3.56M +$3.44M +39,311 New
APSPRSPT
53
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$3.42M +$3.3M +37,696 New
WIA
54
Wetzel Investment Advisors
Indiana
$3.38M +$3.26M +37,272 New
HI
55
Harbour Investments
Wisconsin
$3.37M +$575K +6,570 +22%
GVAG
56
Great Valley Advisor Group
Delaware
$3.34M +$2.76M +31,556 +596%
Stifel Financial
57
Stifel Financial
Missouri
$3.29M -$1.15M -13,194 -27%
Mariner
58
Mariner
Kansas
$3.26M +$3.15M +36,008 New
WIP
59
WealthCare Investment Partners
Rhode Island
$3.13M +$344K +3,928 +13%
FAIM
60
Financial Advocates Investment Management
Washington
$2.98M -$252K -2,878 -8%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$2.94M +$2.83M +32,329 +32,989%
LAS
62
LWM Advisory Services
Florida
$2.66M +$921K +10,519 +56%
CFGS
63
Concourse Financial Group Securities
Alabama
$2.65M +$2.51M +28,659 +5,037%
CWMGP
64
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.59M +$163K +1,861 +7%
AF
65
Allworth Financial
California
$2.56M +$583K +6,657 +31%
GWM
66
Geneos Wealth Management
Colorado
$2.51M +$207K +2,360 +9%
PAG
67
Private Advisor Group
New Jersey
$2.33M +$472K +5,396 +27%
PAS
68
Park Avenue Securities
New York
$2.3M -$1.17M -13,334 -34%
CRWM
69
Castle Rock Wealth Management
California
$2.26M +$2.16M +24,713 New
PCS
70
Personal CFO Solutions
New Jersey
$2.26M +$2.18M +24,951 New
BPA
71
Beacon Pointe Advisors
California
$2.23M – – –
PEA
72
Park Edge Advisors
Ohio
$2.1M +$2.03M +23,164 New
JWM
73
Jackson Wealth Management
Florida
$2.05M +$996K +11,385 +101%
ACM
74
Advance Capital Management
Michigan
$2.01M -$158K -1,800 -8%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$1.89M +$697K +7,960 +62%
1 2
3
4 5

SPMO Hedge Fund Activity: Q3 2024 in Review

219 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q3 2024, worth a combined $1.69B — up 14% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPMO positions and 24 closed out — a net gain of 32 holders — while 86 added to existing stakes and 61 trimmed.

The largest buyer was Money Concepts Capital, adding an estimated $44.2M. The largest seller was Liberty Wealth Management, cutting an estimated $18.8M.

  • 219 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q3 2024, up from 188 in Q2 2024.
  • Funds reported $1.69B of Invesco S&P 500 Momentum ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 56 funds opened new Invesco S&P 500 Momentum ETF positions in Q3 2024 and 24 closed out, a net change of +32 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q3 2024 was Money Concepts Capital, an estimated $44.2M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q3 2024 was Liberty Wealth Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q3 2024.