We are live on ! Find out more
SPMO icon

Invesco S&P 500 Momentum ETF

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: 59145 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$26.3K
National Bank of Canada
127
National Bank of Canada
Quebec, Canada
$25K +$23.2K +315 New
CFGS
128
Concourse Financial Group Securities
Alabama
$22.4K +$20.6K +279 New
WP
129
WealthShield Partners
North Carolina
$22.2K +$20.3K +276 New
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$20.3K +$18.6K +253 New
CIAS
131
Capital Investment Advisory Services
North Carolina
$19.2K +$17.6K +239 New
PA
132
PSI Advisors
Florida
$14.2K -$74 -1 -0.6%
VF
133
VitalStone Financial
Texas
$10K +$8.84K +120 New
AIC
134
Archer Investment Corporation
Indiana
$9.95K
CJ
135
Caitlin John
Michigan
$8.69K -$24.2K -328 -75%
PCM
136
Penserra Capital Management
California
$7K +$7.07K +96 New
ACA
137
Aptus Capital Advisors
Alabama
$4.65K +$4.27K +58 New
CIA
138
Cape Investment Advisory
Georgia
$3.61K +$3.31K +45 New
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$3.05K +$2.8K +38 New
AssetMark Inc
140
AssetMark Inc
California
$2.49K +$2.28K +31 New
SIS
141
Sound Income Strategies
Florida
$2.17K
HCM
142
Hollencrest Capital Management
California
$1.6K +$1.47K +20 New
T
143
Tidemark
California
$802
JP Morgan Chase
144
JP Morgan Chase
New York
$321
Wells Fargo
145
Wells Fargo
California
$70 -$446K -6,057 -100%
Citadel Advisors
146
Citadel Advisors
Florida
-$736K -11,240 Closed
Goldman Sachs
147
Goldman Sachs
New York
-$417K -6,367 Closed
IWP
148
IAG Wealth Partners
Wisconsin
-$29.7K -454 Closed

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.