Invesco S&P 500 Momentum ETF
SPMO
20 hedge funds and large institutions have $25.3M invested in Invesco S&P 500 Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 6 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
28% more capital invested
Capital invested by funds: $19.7M → $25.3M (+$5.6M)
9.07% more ownership
Funds ownership: 31.28% → 40.35% (+9.1%)
13% less funds holding
Funds holding: 23 → 20 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
+$3.84M |
| 2 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
+$2.83M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.49M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$963K |
| 5 |
Goldman Sachs
New York
|
+$639K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.58M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.08M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$777K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$570K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$443K |
SPMO Hedge Fund Activity: Q2 2019 in Review
20 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q2 2019, worth a combined $25.3M — up 28% from $19.7M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SPMO and 3 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 8 added.
The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $3.84M. The largest seller was Jane Street, exiting entirely with an estimated $1.58M sold.
- 20 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q2 2019, down from 23 in Q1 2019.
- Funds reported $25.3M of Invesco S&P 500 Momentum ETF stock for Q2 2019, up 28% quarter-over-quarter.
- 3 funds opened new Invesco S&P 500 Momentum ETF positions in Q2 2019 and 6 closed out, a net change of -3 holders.
- The largest Invesco S&P 500 Momentum ETF buyer in Q2 2019 was Affinity Wealth Management, an estimated $3.84M added.
- The largest Invesco S&P 500 Momentum ETF seller in Q2 2019 was Jane Street, an estimated $1.58M sold.
Based on aggregated 13F filings for Q2 2019.