Invesco S&P 500 Momentum ETF
SPMO
27 hedge funds and large institutions have $13.7M invested in Invesco S&P 500 Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 13 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
5.36% less ownership
Funds ownership: 41.26% → 35.9% (-5.4%)
23% less funds holding
Funds holding: 35 → 27 (-8)
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
52% less capital invested
Capital invested by funds: $28.4M → $13.7M (-$14.7M)
Top Buyers
Top Sellers
| 1 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
-$5.24M |
| 2 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
-$4.35M |
| 3 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
-$1.52M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.37M |
| 5 |
Jane Street
New York
|
-$1.2M |
SPMO Hedge Fund Activity: Q1 2020 in Review
27 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q1 2020, worth a combined $13.7M — down 52% from $28.4M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of SPMO and 7 opened new positions — a net loss of 6 holders — while 4 trimmed existing stakes and 8 added.
The largest buyer was Colton Groome Financial Advisors, opening a new position worth an estimated $1.08M. The largest seller was Affinity Wealth Management, exiting entirely with an estimated $5.24M sold.
- 27 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q1 2020, down from 35 in Q4 2019.
- Funds reported $13.7M of Invesco S&P 500 Momentum ETF stock for Q1 2020, down 52% quarter-over-quarter.
- 7 funds opened new Invesco S&P 500 Momentum ETF positions in Q1 2020 and 13 closed out, a net change of -6 holders.
- The largest Invesco S&P 500 Momentum ETF buyer in Q1 2020 was Colton Groome Financial Advisors, an estimated $1.08M added.
- The largest Invesco S&P 500 Momentum ETF seller in Q1 2020 was Affinity Wealth Management, an estimated $5.24M sold.
Based on aggregated 13F filings for Q1 2020.