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Invesco S&P 500 Momentum ETF

23 hedge funds and large institutions have $19.7M invested in Invesco S&P 500 Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

8% less funds holding

Funds holding: 2523 (-2)

10% less capital invested

Capital invested by funds: $21.9M → $19.7M (-$2.23M)

36.86% less ownership

Funds ownership: 68.14%31.28% (-37%)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$7.33M -$52K -1,397 -0.7%
Jane Street
2
Jane Street
New York
$1.58M -$949K -25,472 -39%
PS
3
Portfolio Strategies
New York
$1.36M -$27.4K -735 -2%
TWA
4
Tillar-Wenstrup Advisors
Ohio
$1.35M -$1.46M -39,278 -53%
Bank of America
5
Bank of America
North Carolina
$1.11M -$251K -6,735 -19%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.1M +$206K +5,542 +25%
Citadel Advisors
7
Citadel Advisors
Florida
$1.08M +$717K +19,249 +233%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$777K +$461K +12,361 +166%
CA
9
Cetera Advisors
Colorado
$635K +$23.5K +630 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$570K +$541K +14,535 New
WIA
11
Wealthstreet Investment Advisors
Texas
$548K -$119K -3,200 -19%
CAC
12
Certified Advisory Corp
Florida
$508K +$76.7K +2,060 +19%
GWM
13
Geneos Wealth Management
Colorado
$447K +$207K +5,545 +95%
MML Investors Services
14
MML Investors Services
Massachusetts
$367K -$2.42M -64,839 -87%
AIC
15
Archer Investment Corporation
Indiana
$216K +$205K +5,500 New
DWM
16
Darwin Wealth Management
Florida
$207K -$58.5K -1,569 -23%
CIR
17
Clear Investment Research
Georgia
$179K
AG
18
Advisor Group
Arizona
$148K +$33.1K +889 +31%
LFG
19
LifePlan Financial Group
Ohio
$93K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$56K +$37.7K +1,012 +253%
CIAS
21
Capital Investment Advisory Services
North Carolina
$3K +$559 +15 +25%
GEA
22
Glen Eagle Advisors
New Jersey
$982 -$447 -12 -32%
RJFSA
23
Raymond James Financial Services Advisors
Florida
-$2.09M -61,947 Closed
RJA
24
Raymond James & Associates
Florida
-$251K -7,434 Closed
IA
25
IFP Advisors
Florida
-$49K -1,468 Closed

SPMO Hedge Fund Activity: Q1 2019 in Review

23 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q1 2019, worth a combined $19.7M — down 10% from $21.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SPMO and 3 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 9 added.

The largest buyer was Citadel Advisors, adding an estimated $717K. The largest seller was MML Investors Services, cutting an estimated $2.42M.

  • 23 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q1 2019, down from 25 in Q4 2018.
  • Funds reported $19.7M of Invesco S&P 500 Momentum ETF stock for Q1 2019, down 10% quarter-over-quarter.
  • 3 funds opened new Invesco S&P 500 Momentum ETF positions in Q1 2019 and 5 closed out, a net change of -2 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q1 2019 was Citadel Advisors, an estimated $717K added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q1 2019 was MML Investors Services, an estimated $2.42M sold.

Based on aggregated 13F filings for Q1 2019.