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Invesco S&P 500 Momentum ETF
SPMO

351 hedge funds and large institutions have $2.35B invested in Invesco S&P 500 Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 125 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

726% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 19

119% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 57

60% more funds holding

Funds holding: 219 → 351 (+132)

39% more capital invested

Capital invested by funds: $1.69B → $2.35B (+$656M)

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

5% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $1.05M

7.86% less ownership

Funds ownership: 69.11% → 61.25% (-7.9%)

Holders
351
Holders Change
+132
Holders Change %
+60.27%
% of All Funds
4.62%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.22%
New
157
Increased
125
Reduced
57
Closed
19
Calls
$1.01M
Puts
$1.05M
Net Calls
-$48K
Net Calls Change
+$604K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$108M
2
MCM
Mainstay Capital Management
Michigan
+$91M
3
LPL Financial
LPL Financial
California
+$88.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$58.6M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$41.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$114M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$65.8M
3
BCI
Brinker Capital Investments
Pennsylvania
-$22.7M
4
OPS
Orion Portfolio Solutions
Nebraska
-$22.7M
5
Prudential Financial
Prudential Financial
New Jersey
-$9.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
VC
76
Vicus Capital
Pennsylvania
$4.36M +$4.35M +45,876 New
CWA
77
Centennial Wealth Advisory
Michigan
$4.33M -$1.92M -20,260 -31%
AWM
78
Axxcess Wealth Management
California
$4.25M +$2.52M +26,628 +147%
Renaissance Technologies
79
Renaissance Technologies
New York
$4.2M +$3.6M +38,000 +613%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$4.18M +$2.19M +23,138 +111%
BlackRock
81
BlackRock
New York
$4.09M +$4.08M +43,047 New
BWA
82
Burt Wealth Advisors
Maryland
$3.91M – – –
DA
83
Detalus Advisors
Missouri
$3.86M +$3.85M +40,597 New
FAIM
84
Financial Advocates Investment Management
Washington
$3.8M +$524K +5,523 +16%
DWA
85
Delta Wealth Advisors
Indiana
$3.71M -$943K -9,945 -20%
TWP
86
Tempus Wealth Planning
California
$3.71M +$3.7M +39,079 New
WIA
87
Wetzel Investment Advisors
Indiana
$3.69M +$149K +1,573 +4%
BCMIO
88
Beacon Capital Management Inc (Ohio)
Ohio
$3.69M -$47.9K -505 -1%
GCM
89
Generation Capital Management
New York
$3.67M +$3.66M +38,614 New
WIP
90
WealthCare Investment Partners
Rhode Island
$3.61M +$324K +3,416 +10%
GVAG
91
Great Valley Advisor Group
Delaware
$3.54M +$36.4K +384 +1%
CSWG
92
Cardinal Strategic Wealth Guidance
Kentucky
$3.52M +$3.52M +37,100 New
T
93
Tidemark
California
$3.52M +$3.51M +37,044 New
AWM
94
AE Wealth Management
Kansas
$3.51M +$2.46M +25,995 +237%
AWG
95
Altus Wealth Group
Colorado
$3.46M +$3.45M +36,449 New
NWM
96
Nova Wealth Management
Florida
$3.37M +$3.36M +35,456 New
LAS
97
LWM Advisory Services
Florida
$3.33M +$538K +5,680 +19%
IWC
98
Integrated Wealth Concepts
Massachusetts
$3.32M +$2.19M +23,106 +195%
AC
99
AIFG Consultants
New York
$3.14M +$3.13M +33,027 New
TWM
100
TSA Wealth Management
Texas
$3.12M +$3.12M +32,874 New
2 3
4
5 6

SPMO Hedge Fund Activity: Q4 2024 in Review

351 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q4 2024, worth a combined $2.35B — up 39% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new SPMO positions and 19 closed out — a net gain of 138 holders — while 125 added to existing stakes and 57 trimmed.

The largest buyer was Bank of America, adding an estimated $108M. The largest seller was Envestnet Asset Management, cutting an estimated $114M.

  • 351 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q4 2024, up from 219 in Q3 2024.
  • Funds reported $2.35B of Invesco S&P 500 Momentum ETF stock for Q4 2024, up 39% quarter-over-quarter.
  • 157 funds opened new Invesco S&P 500 Momentum ETF positions in Q4 2024 and 19 closed out, a net change of +138 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q4 2024 was Bank of America, an estimated $108M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2024.