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Invesco S&P 500 Momentum ETF
SPMO

145 hedge funds and large institutions have $998M invested in Invesco S&P 500 Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,175% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 4

658% more capital invested

Capital invested by funds: $132M → $998M (+$866M)

146% more funds holding

Funds holding: 59 → 145 (+86)

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

35.8% more ownership

Funds ownership: 46.87% → 82.67% (+36%)

Holders
145
Holders Change
+86
Holders Change %
+145.76%
% of All Funds
2.09%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.1%
New
91
Increased
26
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$293M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$122M
3
BCI
Brinker Capital Investments
Pennsylvania
+$42.3M
4
OPS
Orion Portfolio Solutions
Nebraska
+$42.3M
5
ACM
Advance Capital Management
Michigan
+$34.2M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.86M
2
MCC
Money Concepts Capital
Florida
-$860K
3
Citadel Advisors
Citadel Advisors
Florida
-$736K
4
CFD
Creative Financial Designs
Indiana
-$702K
5
Invesco
Invesco
Georgia
-$613K
Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
76
Intelligence Driven Advisers
California
$600K – – –
AWM
77
Able Wealth Management
New Jersey
$574K +$527K +7,153 New
FPGK
78
Financial Partners Group (Kansas)
Kansas
$505K +$464K +6,294 New
NCFG
79
New Century Financial Group
New Jersey
$498K +$457K +6,209 New
LMKC
80
L.M. Kohn & Company
Ohio
$491K +$188K +2,556 +72%
EH
81
Equitable Holdings
New York
$489K +$449K +6,099 New
CFD
82
Creative Financial Designs
Indiana
$484K -$702K -9,531 -61%
AFG
83
Atomi Financial Group
New York
$482K +$443K +6,010 New
PAG
84
Private Advisor Group
New Jersey
$457K +$79.6K +1,081 +23%
NA
85
NewEdge Advisors
Louisiana
$456K +$419K +5,681 New
CAG
86
Csenge Advisory Group
Florida
$447K +$411K +5,578 New
PA
87
PFG Advisors
Arizona
$439K +$403K +5,477 New
MIS
88
Morningstar Investment Services
Illinois
$429K +$394K +5,343 New
US Bancorp
89
US Bancorp
Minnesota
$424K +$389K +5,284 New
TF
90
Trek Financial
Arizona
$421K +$386K +5,245 New
Truist Financial
91
Truist Financial
North Carolina
$412K +$379K +5,138 New
LSAG
92
Lake Street Advisors Group
New Hampshire
$405K +$372K +5,050 New
Betterment LLC
93
Betterment LLC
New York
$382K -$11.3K -154 -3%
HIS
94
Harvest Investment Services
Illinois
$382K -$1.1K -15 -0.3%
KAS
95
Kestra Advisory Services
Texas
$382K +$351K +4,759 New
BWA
96
BlueChip Wealth Advisors
Georgia
$369K +$339K +4,597 New
RJA
97
Raymond James & Associates
Florida
$368K +$338K +4,582 New
CCAL
98
City Center Advisors LLC
Michigan
$365K +$336K +4,555 New
HF
99
HRT Financial
New York
$330K +$304K +4,126 New
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$321K +$295K +4,000 New
2 3
4
5 6

SPMO Hedge Fund Activity: Q1 2024 in Review

145 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q1 2024, worth a combined $998M — up 658% from $132M a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPMO positions and 4 closed out — a net gain of 87 holders — while 26 added to existing stakes and 18 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $293M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.86M.

  • 145 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q1 2024, up from 59 in Q4 2023.
  • Funds reported $998M of Invesco S&P 500 Momentum ETF stock for Q1 2024, up 658% quarter-over-quarter.
  • 91 funds opened new Invesco S&P 500 Momentum ETF positions in Q1 2024 and 4 closed out, a net change of +87 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $293M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $1.86M sold.

Based on aggregated 13F filings for Q1 2024.