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Invesco S&P 500 Momentum ETF

24 hedge funds and large institutions have $35.5M invested in Invesco S&P 500 Momentum ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

40% more capital invested

Capital invested by funds: $25.3M → $35.5M (+$10.2M)

20% more funds holding

Funds holding: 2024 (+4)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

9.62% more ownership

Funds ownership: 40.35%49.97% (+9.6%)

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
6
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
1
Advisor Group
Arizona
$12.5M +$12.3M +302,456 +5,027%
Bank of America
2
Bank of America
North Carolina
$4.55M +$2.42M +59,508 +113%
AWM
3
Affinity Wealth Management
Delaware
$4.37M +$432K +10,605 +11%
TWA
4
Tillar-Wenstrup Advisors
Ohio
$4.24M -$62.7K -1,538 -1%
PS
5
Portfolio Strategies
New York
$1.38M -$11.2K -275 -0.8%
UBS Group
6
UBS Group
Switzerland
$1.3M -$5.84M -143,336 -82%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.01M -$1.66M -40,803 -62%
Jane Street
8
Jane Street
New York
$939K +$943K +23,140 New
Citadel Advisors
9
Citadel Advisors
Florida
$921K +$924K +22,686 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$882K +$728K +17,876 +463%
WIA
11
Wealthstreet Investment Advisors
Texas
$554K -$8.15K -200 -1%
GWM
12
Geneos Wealth Management
Colorado
$511K +$9.58K +235 +2%
CAC
13
Certified Advisory Corp
Florida
$506K +$570 +14 +0.1%
IA
14
IFP Advisors
Florida
$465K +$471K +11,570 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$311K +$313K +7,677 New
AIC
16
Archer Investment Corporation
Indiana
$223K
CWM
17
Concentrum Wealth Management
California
$222K +$222K +5,459 New
SG
18
StoneX Group
New York
$216K +$217K +5,315 New
CIR
19
Clear Investment Research
Georgia
$198K
LFG
20
LifePlan Financial Group
Ohio
$152K
PB
21
Pinnacle Bancorp
Nebraska
$8K +$7.99K +196 New
CIAS
22
Capital Investment Advisory Services
North Carolina
$3K
GEA
23
Glen Eagle Advisors
New Jersey
$1.01K
SIS
24
Sound Income Strategies
Florida
$1K +$1.1K +27 New
Goldman Sachs
25
Goldman Sachs
New York
-$653K -16,150 Closed

SPMO Hedge Fund Activity: Q3 2019 in Review

24 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q3 2019, worth a combined $35.5M — up 40% from $25.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SPMO positions and 4 closed out — a net gain of 4 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Advisor Group, adding an estimated $12.3M. The largest seller was UBS Group, cutting an estimated $5.84M.

  • 24 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q3 2019, up from 20 in Q2 2019.
  • Funds reported $35.5M of Invesco S&P 500 Momentum ETF stock for Q3 2019, up 40% quarter-over-quarter.
  • 8 funds opened new Invesco S&P 500 Momentum ETF positions in Q3 2019 and 4 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q3 2019 was Advisor Group, an estimated $12.3M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q3 2019 was UBS Group, an estimated $5.84M sold.

Based on aggregated 13F filings for Q3 2019.