Invesco S&P 500 Momentum ETF
SPMO
10 hedge funds and large institutions have $9.57M invested in Invesco S&P 500 Momentum ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
245% more capital invested
Capital invested by funds: $2.78M → $9.57M (+$6.79M)
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
25% more funds holding
Funds holding: 8 → 10 (+2)
15.57% more ownership
Funds ownership: 13.13% → 28.7% (+16%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$288K |
| 3 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$220K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$59K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Bank of America
Charlotte,
North Carolina
| $7.91M | +$7.78M | +211,779 | +11,918% |
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $747K | +$104K | +2,830 | +16% |
|
|
CA
3
Cetera Advisors
Denver,
Colorado
| $285K | +$286K | +7,792 | New |
|
|
DWM
4
Darwin Wealth Management
Tampa,
Florida
| $268K | -$220K | -5,981 | -45% |
|
|
5
Citadel Advisors
Miami,
Florida
| $260K | -$288K | -7,846 | -53% |
|
|
LFG
6
LifePlan Financial Group
Dayton,
Ohio
| $43K | – | – | – |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $37K | +$36.9K | +1,005 | New |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $11K | – | – | – |
|
|
SFM
9
Signet Financial Management
Parsippany,
New Jersey
| $2K | +$1.84K | +50 | New |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $1K | +$1.32K | +36 | New |
|
|
11
Jane Street
New York
| – | -$1M | -28,485 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$59K | -1,684 | Closed |
|
SPMO Hedge Fund Activity: Q2 2018 in Review
10 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q2 2018, worth a combined $9.57M — up 245% from $2.78M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPMO positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, adding an estimated $7.78M. The largest seller was Jane Street, exiting entirely with an estimated $1M sold.
- 10 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q2 2018, up from 8 in Q1 2018.
- Funds reported $9.57M of Invesco S&P 500 Momentum ETF stock for Q2 2018, up 245% quarter-over-quarter.
- 4 funds opened new Invesco S&P 500 Momentum ETF positions in Q2 2018 and 2 closed out, a net change of +2 holders.
- The largest Invesco S&P 500 Momentum ETF buyer in Q2 2018 was Bank of America, an estimated $7.78M added.
- The largest Invesco S&P 500 Momentum ETF seller in Q2 2018 was Jane Street, an estimated $1M sold.
Based on aggregated 13F filings for Q2 2018.