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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
TWP
101
Triad Wealth Partners
Kansas
$3.11M +$3.1M +32,719 New
CFGS
102
Concourse Financial Group Securities
Alabama
$3.02M +$70.4K +743 +3%
PCA
103
Prosperity Capital Advisors
Ohio
$2.9M +$2.89M +30,499 New
AF
104
Allworth Financial
California
$2.88M +$31.1K +328 +1%
GWM
105
Geneos Wealth Management
Colorado
$2.78M +$154K +1,624 +6%
CRI
106
Colonial River Investments
Virginia
$2.75M +$1.02M +10,754 +59%
BPA
107
Beacon Pointe Advisors
California
$2.61M +$272K +2,865 +12%
OC
108
Oppenheimer & Co
New York
$2.6M +$682K +7,196 +36%
SPIA
109
Steward Partners Investment Advisory
New York
$2.55M +$2.52M +26,550 +8,095%
MW
110
Maia Wealth
Colorado
$2.53M +$2.44M +25,758 New
VPP
111
Vertex Planning Partners
Illinois
$2.52M +$2.51M +26,519 New
PWM
112
Perigon Wealth Management
California
$2.51M +$896K +9,453 +58%
FFN
113
Focus Financial Network
Minnesota
$2.45M +$2.45M +25,824 New
VCWM
114
Vista Cima Wealth Management
Arizona
$2.32M +$2.32M +24,440 New
Marshall Wace
115
Marshall Wace
United Kingdom
$2.32M -$6.02M -63,541 -72%
JWM
116
Jackson Wealth Management
Florida
$2.31M +$159K +1,679 +7%
RIM
117
Redwood Investment Management
Arizona
$2.27M +$1.78M +18,773 +370%
Betterment LLC
118
Betterment LLC
New York
$2.26M +$1.03M +10,917 +85%
AssetMark Inc
119
AssetMark Inc
California
$2.25M +$2.21M +23,294 +6,114%
CIBC World Market
120
CIBC World Market
Ontario, Canada
$2.19M +$1.5M +15,800 +216%
OC
121
Optima Capital
Oregon
$2.18M +$2.17M +22,900 New
MFA
122
Mayflower Financial Advisors
Massachusetts
$2.17M +$2.17M +22,886 New
EWM
123
Endowment Wealth Management
Wisconsin
$2.16M +$612K +6,455 +40%
LCM
124
Lunt Capital Management
Utah
$2.12M +$2.11M +22,295 New
HWM
125
Hobbs Wealth Management
Indiana
$2.11M +$2.11M +22,249 New
3 4
5
6 7

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.