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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
CWS
126
Cypress Wealth Services
California
$2.07M +$2.07M +21,814 New
National Bank of Canada
127
National Bank of Canada
Quebec, Canada
$2.06M +$446K +4,708 +28%
ACM
128
Advance Capital Management
Michigan
$2.04M -$62.8K -663 -3%
MA
129
MAS Advisors
Florida
$2.04M +$2.03M +21,452 New
FP
130
Fiduciary Planning
Florida
$2.03M +$2.03M +21,374 New
OIM
131
Orca Investment Management
Oregon
$1.98M +$1.98M +20,840 New
HI
132
Harbour Investments
Wisconsin
$1.93M -$1.59M -16,798 -45%
GRP
133
Global Retirement Partners
California
$1.88M +$1.06M +11,217 +130%
PG
134
Prostatis Group
Maryland
$1.82M +$1.82M +19,190 New
TSMHT
135
Thurston Springer Miller Herd & Titak
Indiana
$1.81M +$905K +9,545 +100%
USCWA
136
U.S. Capital Wealth Advisors
Texas
$1.8M +$1.8M +18,976 New
CA
137
CoreCap Advisors
Michigan
$1.72M +$1.06M +11,162 +161%
RL
138
Retireful LLC
Michigan
$1.71M +$1.71M +18,037 New
FIM
139
Freedom Investment Management
Connecticut
$1.71M +$1.06M +11,212 +165%
MA
140
Mutual Advisors
Nebraska
$1.69M +$1.64M +17,301 New
SF
141
Seros Financial
Arizona
$1.67M +$1.81M +19,093 New
TGAM
142
TBH Global Asset Management
Tennessee
$1.66M +$24.7K +261 +2%
TWM
143
Tradition Wealth Management
Minnesota
$1.65M +$1.65M +17,384 New
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$1.63M +$1.63M +17,155 New
GM
145
GeoWealth Management
Illinois
$1.61M +$1.29M +13,560 +400%
AAS
146
Avantax Advisory Services
Texas
$1.58M +$1.03M +10,874 +188%
MSAM
147
Moloney Securities Asset Management
Missouri
$1.55M +$247K +2,608 +19%
PIA
148
Perennial Investment Advisors
California
$1.53M +$1.53M +16,152 New
KIM
149
Kane Investment Management
California
$1.53M +$1.53M +16,113 New
CAG
150
Centerpoint Advisory Group
Kansas
$1.52M +$1.52M +16,011 New
4 5
6
7 8

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.