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Invesco S&P 500 Momentum ETF
SPMO

35 hedge funds and large institutions have $28.4M invested in Invesco S&P 500 Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

46% more funds holding

Funds holding: 24 → 35 (+11)

8.71% less ownership

Funds ownership: 49.97% → 41.26% (-8.7%)

20% less capital invested

Capital invested by funds: $35.5M → $28.4M (-$7.06M)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
35
Holders Change
+11
Holders Change %
+45.83%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
7
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIS
Harvest Investment Services
Illinois
+$1.08M
2
Jane Street
Jane Street
New York
+$1.03M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$771K
4
AWM
Affinity Wealth Management
Delaware
+$706K
5
NCM
Niemann Capital Management
Nevada
+$429K

Top Sellers

1
AG
Advisor Group
Arizona
-$12.1M
2
Bank of America
Bank of America
North Carolina
-$1.45M
3
UBS Group
UBS Group
Switzerland
-$1.3M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$730K
5
IA
IFP Advisors
Florida
-$439K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
Affinity Wealth Management
Delaware
$5.24M +$706K +17,326 +16%
TWA
2
Tillar-Wenstrup Advisors
Ohio
$4.35M -$24.2K -593 -0.6%
Bank of America
3
Bank of America
North Carolina
$3.2M -$1.45M -35,638 -32%
PFA
4
Professional Financial Advisors
Nebraska
$3.17M +$3.08M +75,608 New
Jane Street
5
Jane Street
New York
$2.03M +$1.03M +25,219 +109%
PS
6
Portfolio Strategies
New York
$1.38M -$43.3K -1,062 -3%
Citadel Advisors
7
Citadel Advisors
Florida
$1.37M +$410K +10,069 +44%
HIS
8
Harvest Investment Services
Illinois
$1.11M +$1.08M +26,601 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$870K -$168K -4,126 -17%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$792K +$771K +18,908 New
WIA
11
Wealthstreet Investment Advisors
Texas
$574K -$2.04K -50 -0.4%
GWM
12
Geneos Wealth Management
Colorado
$538K +$4.12K +101 +0.8%
OAM
13
Optimal Asset Management
California
$532K +$517K +12,683 New
CAC
14
Certified Advisory Corp
Florida
$523K +$489 +12 +0.1%
NCM
15
Niemann Capital Management
Nevada
$441K +$429K +10,519 New
AG
16
Advisor Group
Arizona
$438K -$12.1M -298,048 -97%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$418K +$93.6K +2,298 +30%
CWM
18
Concentrum Wealth Management
California
$227K -$1.43K -35 -0.6%
SG
19
StoneX Group
New York
$223K – – –
LPL Financial
20
LPL Financial
California
$217K +$211K +5,185 New
CIR
21
Clear Investment Research
Georgia
$207K +$2.24K +55 +1%
LFG
22
LifePlan Financial Group
Ohio
$157K – – –
KPCM
23
Kings Point Capital Management
New York
$126K +$122K +3,000 New
SG Americas Securities
24
SG Americas Securities
New York
$115K +$111K +2,735 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$52K -$730K -17,909 -82%
1
2

SPMO Hedge Fund Activity: Q4 2019 in Review

35 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q4 2019, worth a combined $28.4M — down 20% from $35.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SPMO positions and 2 closed out — a net gain of 11 holders — while 7 added to existing stakes and 10 trimmed.

The largest buyer was Harvest Investment Services, opening a new position worth an estimated $1.08M. The largest seller was Advisor Group, cutting an estimated $12.1M.

  • 35 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q4 2019, up from 24 in Q3 2019.
  • Funds reported $28.4M of Invesco S&P 500 Momentum ETF stock for Q4 2019, down 20% quarter-over-quarter.
  • 13 funds opened new Invesco S&P 500 Momentum ETF positions in Q4 2019 and 2 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q4 2019 was Harvest Investment Services, an estimated $1.08M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q4 2019 was Advisor Group, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2019.