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Invesco S&P 500 Momentum ETF

25 hedge funds and large institutions have $21.9M invested in Invesco S&P 500 Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

67% more funds holding

Funds holding: 1525 (+10)

49% more capital invested

Capital invested by funds: $14.7M → $21.9M (+$7.2M)

36.61% more ownership

Funds ownership: 31.53%68.14% (+37%)

Holders
25
Holders Change
+10
Holders Change %
+66.67%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
10
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.35M +$6.85M +187,995 New
MML Investors Services
2
MML Investors Services
Massachusetts
$2.5M +$2.7M +74,186 New
TWA
3
Tillar-Wenstrup Advisors
Ohio
$2.49M +$2.68M +73,685 New
Jane Street
4
Jane Street
New York
$2.21M +$2.39M +65,596 New
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.09M +$2.26M +61,947 New
PS
6
Portfolio Strategies
New York
$1.2M -$11.2K -308 -0.9%
Bank of America
7
Bank of America
North Carolina
$1.18M -$7.01M -192,372 -85%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$759K +$20.7K +567 +3%
WIA
9
Wealthstreet Investment Advisors
Texas
$618K +$625K +17,150 New
CA
10
Cetera Advisors
Colorado
$520K +$77.7K +2,133 +16%
CAC
11
Certified Advisory Corp
Florida
$367K +$86K +2,360 +28%
Citadel Advisors
12
Citadel Advisors
Florida
$278K -$931K -25,552 -76%
RJA
13
Raymond James & Associates
Florida
$251K +$271K +7,434 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$251K +$271K +7,434 New
DWM
15
Darwin Wealth Management
Florida
$231K -$104K -2,861 -29%
GWM
16
Geneos Wealth Management
Colorado
$195K +$30.2K +830 +17%
CIR
17
Clear Investment Research
Georgia
$154K +$13.3K +365 +9%
AG
18
Advisor Group
Arizona
$97K +$61.6K +1,691 +143%
LFG
19
LifePlan Financial Group
Ohio
$80K +$25.9K +712 +43%
IA
20
IFP Advisors
Florida
$49K +$52.2K +1,432 +3,978%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$14K +$7.29K +200 +100%
DWM
22
Doyle Wealth Management
Florida
$2K +$2K +55 New
CIAS
23
Capital Investment Advisory Services
North Carolina
$2K +$2.19K +60 New
GEA
24
Glen Eagle Advisors
New Jersey
$1.25K +$437 +12 +48%
SFM
25
Signet Financial Management
New Jersey
-$2K -50 Closed

SPMO Hedge Fund Activity: Q4 2018 in Review

25 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q4 2018, worth a combined $21.9M — up 49% from $14.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SPMO positions and 1 closed out — a net gain of 10 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $6.85M. The largest seller was Bank of America, cutting an estimated $7.01M.

  • 25 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q4 2018, up from 15 in Q3 2018.
  • Funds reported $21.9M of Invesco S&P 500 Momentum ETF stock for Q4 2018, up 49% quarter-over-quarter.
  • 11 funds opened new Invesco S&P 500 Momentum ETF positions in Q4 2018 and 1 closed out, a net change of +10 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q4 2018 was UBS Group, an estimated $6.85M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q4 2018 was Bank of America, an estimated $7.01M sold.

Based on aggregated 13F filings for Q4 2018.