Invesco S&P 500 Momentum ETF
SPMO
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.
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: 15 → 25 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$6.85M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.7M |
| 3 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
+$2.68M |
| 4 |
Jane Street
New York
|
+$2.39M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.01M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$931K |
| 3 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$104K |
| 4 |
PS
Portfolio Strategies
Monsey,
New York
|
-$11.2K |
| 5 |
SFM
Signet Financial Management
Parsippany,
New Jersey
|
-$2K |
SPMO Hedge Fund Activity: Q4 2018 in Review
25 of the 4,505 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.