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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
OC
76
Oppenheimer & Co
New York
$1.82M -$521K -5,950 -23%
CRI
77
Colonial River Investments
Virginia
$1.65M -$561K -6,409 -26%
AWM
78
Axxcess Wealth Management
California
$1.64M -$554K -6,329 -26%
TGAM
79
TBH Global Asset Management
Tennessee
$1.56M +$597K +6,826 +65%
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$1.54M +$1.17M +13,408 +372%
KFS
81
Kelly Financial Services
Massachusetts
$1.51M +$244K +2,791 +20%
EWM
82
Endowment Wealth Management
Wisconsin
$1.48M +$111K +1,268 +8%
PWM
83
Perigon Wealth Management
California
$1.48M -$185K -2,110 -11%
FPAS
84
Focus Partners Advisor Solutions
Missouri
$1.42M +$158K +1,807 +13%
UBS Group
85
UBS Group
Switzerland
$1.39M +$1.35M +15,377 New
AFO
86
Arrowroot Family Office
California
$1.36M -$45.9K -525 -3%
BWM
87
BlackDiamond Wealth Management
New York
$1.33M +$1.2M +13,764 New
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$1.31M +$1.27M +14,473 New
ASN
89
Advisory Services Network
Georgia
$1.28M – – –
SEP
90
Southland Equity Partners
Missouri
$1.26M +$33.2K +379 +3%
MSAM
91
Moloney Securities Asset Management
Missouri
$1.25M +$1.2M +13,737 New
NCFG
92
New Century Financial Group
New Jersey
$1.19M +$342K +3,912 +42%
Betterment LLC
93
Betterment LLC
New York
$1.16M +$53.6K +613 +5%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$1.16M -$809K -9,245 -42%
IWC
95
Integrated Wealth Concepts
Massachusetts
$1.07M +$169K +1,927 +19%
AI
96
Atria Investments
North Carolina
$1.04M -$296K -3,387 -23%
MIS
97
Morningstar Investment Services
Illinois
$1.03M +$191K +2,182 +24%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$1.02M +$127K +1,456 +15%
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
$1.01M +$974K +11,128 New
AWM
100
AE Wealth Management
Kansas
$996K -$34.4K -393 -3%
2 3
4
5 6

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.