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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
WP
201
WealthShield Partners
North Carolina
$26.7K -$1.14K -13 -4%
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$23.8K – – –
ST
203
Smithfield Trust
Pennsylvania
$20K +$19.1K +218 New
NS
204
NBC Securities
Alabama
$20K +$19.4K +222 New
GTAM
205
Global Trust Asset Management
Florida
$19.9K +$19.3K +220 New
PA
206
PSI Advisors
Florida
$16.1K – – –
JP Morgan Chase
207
JP Morgan Chase
New York
$14.3K -$6.21K -71 -31%
HCM
208
Hollencrest Capital Management
California
$13K +$10.8K +123 +615%
GIA
209
GHP Investment Advisors
Colorado
$12.1K – – –
AIC
210
Archer Investment Corporation
Indiana
$11.2K – – –
GJIA
211
Glass Jacobson Investment Advisors
Maryland
$10.8K +$10.4K +119 New
NIC
212
Northwest Investment Counselors
Oregon
$9.68K +$9.36K +107 New
Russell Investments Group
213
Russell Investments Group
United Kingdom
$9.34K +$9.01K +103 New
ACM
214
Anfield Capital Management
California
$7.07K +$6.83K +78 New
CIA
215
Cape Investment Advisory
Georgia
$4.89K -$88 -1 -2%
TWC
216
TD Waterhouse Canada
Ontario, Canada
$4.68K +$2.1K +24 +86%
ACA
217
Aptus Capital Advisors
Alabama
$2.54K – – –
SIS
218
Sound Income Strategies
Florida
$2.45K – – –
VF
219
VitalStone Financial
Texas
$1.81K – – –
Two Sigma Investments
220
Two Sigma Investments
New York
– -$12.8M -146,600 Closed
IA
221
IFG Advisory
Georgia
– -$3M -34,354 Closed
OAS
222
Optivise Advisory Services
Tennessee
– -$2.37M -27,139 Closed
GCP
223
GSA Capital Partners
United Kingdom
– -$1.46M -16,652 Closed
FS
224
Ferguson Shapiro
Georgia
– -$1.33M -15,234 Closed
Creative Planning
225
Creative Planning
Kansas
– -$1.26M -14,429 Closed
6 7 8
9
10

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.