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Invesco S&P 500 Momentum ETF
SPMO

15 hedge funds and large institutions have $14.7M invested in Invesco S&P 500 Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

54% more capital invested

Capital invested by funds: $9.57M → $14.7M (+$5.13M)

50% more funds holding

Funds holding: 10 → 15 (+5)

2.83% more ownership

Funds ownership: 28.7% → 31.53% (+2.8%)

Holders
15
Holders Change
+5
Holders Change %
+50%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
Portfolio Strategies
New York
+$1.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.05M
3
Bank of America
Bank of America
North Carolina
+$540K
4
CAC
Certified Advisory Corp
Florida
+$334K
5
CA
Cetera Advisors
Colorado
+$214K

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$3.92K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$9.22M +$540K +13,785 +6%
PS
2
Portfolio Strategies
New York
$1.45M +$1.4M +35,776 New
Citadel Advisors
3
Citadel Advisors
Florida
$1.37M +$1.05M +26,773 +381%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$888K +$68.8K +1,754 +9%
CA
5
Cetera Advisors
Colorado
$533K +$214K +5,451 +70%
DWM
6
Darwin Wealth Management
Florida
$394K +$97.7K +2,492 +35%
CAC
7
Certified Advisory Corp
Florida
$345K +$334K +8,510 New
GWM
8
Geneos Wealth Management
Colorado
$203K +$158K +4,020 +400%
CIR
9
Clear Investment Research
Georgia
$170K +$165K +4,199 New
LFG
10
LifePlan Financial Group
Ohio
$67K +$18.5K +473 +40%
AG
11
Advisor Group
Arizona
$48K +$46.5K +1,186 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$8K -$3.92K -100 -33%
SFM
13
Signet Financial Management
New Jersey
$2K – – –
GEA
14
Glen Eagle Advisors
New Jersey
$1.01K +$980 +25 New
IA
15
IFP Advisors
Florida
$1K – – –

SPMO Hedge Fund Activity: Q3 2018 in Review

15 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q3 2018, worth a combined $14.7M — up 54% from $9.57M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SPMO positions and 0 closed out — a net gain of 5 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Portfolio Strategies, opening a new position worth an estimated $1.4M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $3.92K.

  • 15 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q3 2018, up from 10 in Q2 2018.
  • Funds reported $14.7M of Invesco S&P 500 Momentum ETF stock for Q3 2018, up 54% quarter-over-quarter.
  • 5 funds opened new Invesco S&P 500 Momentum ETF positions in Q3 2018 and 0 closed out, a net change of +5 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q3 2018 was Portfolio Strategies, an estimated $1.4M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $3.92K sold.

Based on aggregated 13F filings for Q3 2018.