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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
WCG
101
Weaver Consulting Group
California
$992K +$21.5K +246 +2%
Truist Financial
102
Truist Financial
North Carolina
$952K +$393K +4,495 +75%
AWA
103
Arkadios Wealth Advisors
Georgia
$940K +$80.4K +919 +10%
BWA
104
BlueChip Wealth Advisors
Georgia
$906K +$318K +3,630 +57%
TSMHT
105
Thurston Springer Miller Herd & Titak
Indiana
$864K +$353K +4,036 +73%
DADC
106
D.A. Davidson & Co
Montana
$857K +$73.5K +840 +10%
AP
107
Advisors Preferred
Maryland
$846K +$823K +9,400 New
CAS
108
Coppell Advisory Solutions
Texas
$798K -$999K -11,419 -56%
GRP
109
Global Retirement Partners
California
$779K -$141K -1,611 -16%
SSWM
110
Strait & Sound Wealth Management
California
$762K +$453K +5,177 +160%
LIM
111
Leavell Investment Management
Alabama
$761K +$735K +8,395 New
TAM
112
TCP Asset Management
Ohio
$727K +$702K +8,024 New
CAG
113
Csenge Advisory Group
Florida
$719K -$201K -2,297 -23%
FHC
114
First Heartland Consultants
Missouri
$718K +$119K +1,358 +21%
PA
115
PFG Advisors
Arizona
$713K +$54.6K +624 +9%
AFG
116
Atomi Financial Group
New York
$696K -$46.6K -533 -6%
SP
117
Sequent Planning
Nebraska
$688K -$438K -5,002 -40%
IA
118
Insight Advisors
Pennsylvania
$676K +$18.2K +208 +3%
CFD
119
Creative Financial Designs
Indiana
$670K +$97.5K +1,114 +18%
CIBC World Market
120
CIBC World Market
Ontario, Canada
$662K +$3.06K +35 +0.5%
CA
121
CoreCap Advisors
Michigan
$628K +$31K +354 +5%
FIM
122
Freedom Investment Management
Connecticut
$614K +$385K +4,395 +185%
KAS
123
Kestra Advisory Services
Texas
$588K +$10.7K +122 +2%
JWCA
124
J.W. Cole Advisors
Florida
$583K +$298K +3,400 +112%
SWP
125
Stratos Wealth Partners
Ohio
$566K +$188K +2,146 +52%
3 4
5
6 7

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.