We are live on ! Find out more
SPMO icon

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
FTUS
151
Flow Traders U.S.
New York
$371K +$358K +4,093 New
CF
152
Cantor Fitzgerald
New York
$363K +$350K +4,000 New
GFG
153
Goldstone Financial Group
Illinois
$356K -$490K -5,595 -59%
MF
154
Manchester Financial
California
$333K +$322K +3,679 New
Jane Street
155
Jane Street
New York
$326K +$314K +3,593 New
SWM
156
Spire Wealth Management
Virginia
$318K +$17K +194 +6%
GM
157
GeoWealth Management
Illinois
$308K -$4.68M -53,516 -94%
VCM
158
Virtue Capital Management
Tennessee
$306K -$13.4K -153 -4%
VWA
159
Visionary Wealth Advisors
Illinois
$300K +$64.1K +733 +28%
TWM
160
Trinity Wealth Management
Pennsylvania
$300K – – –
Citadel Advisors
161
Citadel Advisors
Florida
$296K +$286K +3,263 New
WAM
162
WNY Asset Management
New York
$293K -$6.69M -76,501 -96%
PWA
163
Primoris Wealth Advisors
Florida
$290K +$280K +3,200 New
Fidelity Investments
164
Fidelity Investments
Massachusetts
$271K +$103K +1,176 +65%
ACM
165
Absolute Capital Management
Pennsylvania
$266K +$54K +617 +27%
IDA
166
Intelligence Driven Advisers
California
$261K -$403K -4,605 -62%
BWM
167
Brophy Wealth Management
New Hampshire
$255K +$246K +2,813 New
HF
168
HRT Financial
New York
$247K +$239K +2,736 New
MFG
169
MidWestOne Financial Group
Iowa
$246K – – –
PFGIA
170
Patriot Financial Group Insurance Agency
Massachusetts
$243K +$235K +2,684 New
WPC
171
Wedmont Private Capital
Pennsylvania
$231K +$222K +2,535 New
LSA
172
Lion Street Advisors
Texas
$229K -$52.2K -596 -19%
CAC
173
Certified Advisory Corp
Florida
$227K +$175 +2 +0.1%
LWM
174
Liberty Wealth Management
California
$225K -$18.8M -215,109 -99%
CFG
175
Cooper Financial Group
California
$217K -$51.5K -589 -20%
5 6
7
8 9

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.