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Invesco S&P 500 Momentum ETF
SPMO

Overview Fund Activity

347 hedge funds and large institutions have $2.34B invested in Invesco S&P 500 Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 124 increasing their positions, 56 reducing their positions, and 19 closing their positions.

Holders
347
Holders Change
+130
Holders Change %
+59.91%
% of All Funds
4.62%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.23%
New
155
Increased
124
Reduced
56
Closed
19
Calls
$1.01M
Puts
$1.06M
Net Calls
-$48K
Net Calls Change
+$604K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$137M
2
MCM
2
Mainstay Capital Management
Michigan
$116M
3
LPL Financial
3
LPL Financial
California
$207M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$58.7M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$41.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$403M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$118M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$45.3M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$45.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPAS
151
Spectrum Planning & Advisory Services
California
$1.5M +$1.5M +15,779 New
GWP
152
Gen-Wealth Partners
Michigan
$1.5M +$1.5M +15,744 New
SIM
153
Synergy Investment Management
Florida
$1.49M +$1.49M +15,663 New
BWM
154
BlackDiamond Wealth Management
New York
$1.46M +$155K +1,629 +12%
MF
155
Manchester Financial
California
$1.44M +$1.09M +11,444 +311%
NCM
156
Northwest Capital Management
Oregon
$1.43M +$1.43M +15,080 New
AI
157
Atria Investments
North Carolina
$1.43M +$340K +3,581 +31%
AFO
158
Arrowroot Family Office
California
$1.43M +$1.81K +19 +0.1%
SEP
159
Southland Equity Partners
Missouri
$1.42M +$90.2K +949 +7%
LWA
160
Lifelong Wealth Advisors
Minnesota
$1.4M +$1.4M +14,733 New
US Bancorp
161
US Bancorp
Minnesota
$1.4M +$830K +8,739 +146%
FPAS
162
Focus Partners Advisor Solutions
Missouri
$1.34M -$143K -1,504 -10%
AR
163
Apeiron RIA
Texas
$1.34M +$1.34M +14,115 New
AA
164
ArborFi Advisors
Michigan
$1.31M +$1.31M +13,751 New
ATPW
165
Ashton Thomas Private Wealth
Arizona
$1.3M +$1.3M +13,657 New
WEG
166
World Equity Group
Illinois
$1.29M +$1.29M +13,546 New
KAS
167
Kestra Advisory Services
Texas
$1.27M +$657K +6,915 +107%
BCM
168
Berbice Capital Management
New York
$1.27M +$1.27M +13,351 New
HIS
169
Horizon Investment Services
Indiana
$1.27M +$1.27M +13,340 New
CFD
170
Creative Financial Designs
Indiana
$1.26M +$557K +5,861 +79%
Truist Financial
171
Truist Financial
North Carolina
$1.22M +$226K +2,379 +23%
KFS
172
Kelly Financial Services
Massachusetts
$1.19M -$390K -4,102 -25%
KV
173
Kickstand Ventures
New York
$1.16M +$1.16M +12,198 New
SAM
174
Synergy Asset Management
Washington
$1.13M +$567K +6,087 +101%
BWA
175
BlueChip Wealth Advisors
Georgia
$1.13M +$177K +1,859 +19%
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