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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
SG
151
StoneX Group
New York
$1.52M +$1.51M +15,976 New
SPAS
152
Spectrum Planning & Advisory Services
California
$1.5M +$1.5M +15,779 New
GWP
153
Gen-Wealth Partners
Michigan
$1.5M +$1.49M +15,744 New
SIM
154
Synergy Investment Management
Florida
$1.49M +$1.48M +15,663 New
BWM
155
BlackDiamond Wealth Management
New York
$1.46M +$154K +1,629 +12%
MF
156
Manchester Financial
California
$1.44M +$1.08M +11,444 +311%
NCM
157
Northwest Capital Management
Oregon
$1.43M +$1.43M +15,080 New
AI
158
Atria Investments
North Carolina
$1.43M +$339K +3,581 +31%
AFO
159
Arrowroot Family Office
California
$1.43M +$1.8K +19 +0.1%
SEP
160
Southland Equity Partners
Missouri
$1.42M +$90K +949 +7%
LWA
161
Lifelong Wealth Advisors
Minnesota
$1.4M +$1.4M +14,733 New
US Bancorp
162
US Bancorp
Minnesota
$1.4M +$828K +8,739 +146%
FPAS
163
Focus Partners Advisor Solutions
Missouri
$1.34M -$143K -1,504 -10%
AR
164
Apeiron RIA
Texas
$1.34M +$1.34M +14,115 New
AA
165
ArborFi Advisors
Michigan
$1.31M +$1.3M +13,751 New
ATPW
166
Ashton Thomas Private Wealth
Arizona
$1.3M +$1.29M +13,657 New
WEG
167
World Equity Group
Illinois
$1.29M +$1.28M +13,546 New
KAS
168
Kestra Advisory Services
Texas
$1.27M +$655K +6,915 +107%
BCM
169
Berbice Capital Management
New York
$1.27M +$1.27M +13,351 New
HIS
170
Horizon Investment Services
Indiana
$1.27M +$1.26M +13,340 New
CFD
171
Creative Financial Designs
Indiana
$1.26M +$556K +5,861 +79%
Truist Financial
172
Truist Financial
North Carolina
$1.22M +$225K +2,379 +23%
KFS
173
Kelly Financial Services
Massachusetts
$1.19M -$389K -4,102 -25%
KV
174
Kickstand Ventures
New York
$1.16M +$1.16M +12,198 New
SAM
175
Synergy Asset Management
Washington
$1.13M +$577K +6,087 +101%
5 6
7
8 9

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.