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.
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
Top Buyers
Top Sellers
| 1 |
LWM
Liberty Wealth Management
Oakland,
California
|
-$18.8M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$18M |
| 3 |
Morgan Stanley
New York
|
-$14.1M |
| 4 |
Two Sigma Investments
New York
|
-$12.8M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
-$10.4M |
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.