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Invesco S&P 500 Momentum ETF

28 hedge funds and large institutions have $16.6M invested in Invesco S&P 500 Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

21% more capital invested

Capital invested by funds: $13.7M → $16.6M (+$2.85M)

4% more funds holding

Funds holding: 2728 (+1)

6.64% less ownership

Funds ownership: 35.9%29.26% (-6.6%)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4M -$2.62K -64 -0.1%
LPL Financial
2
LPL Financial
California
$1.97M +$1.05M +25,671 +133%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.82M +$1.14M +27,864 +202%
PFA
4
Professional Financial Advisors
Nebraska
$1.47M -$198K -4,837 -13%
Citadel Advisors
5
Citadel Advisors
Florida
$1.34M +$1.26M +30,727 New
WIA
6
Wealthstreet Investment Advisors
Texas
$1.22M
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$948K +$27.9K +681 +3%
IA
8
IFP Advisors
Florida
$948K +$273K +6,658 +43%
GWM
9
Geneos Wealth Management
Colorado
$522K -$19.9K -487 -4%
OAM
10
Optimal Asset Management
California
$508K +$476K +11,624 New
CAC
11
Certified Advisory Corp
Florida
$491K -$11.9K -290 -3%
PS
12
Portfolio Strategies
New York
$443K
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$264K -$1.05M -25,668 -81%
VWA
14
V Wealth Advisors
Kansas
$226K +$212K +5,170 New
LFG
15
LifePlan Financial Group
Ohio
$132K -$29.2K -712 -19%
SPIA
16
Steward Partners Investment Advisory
New York
$97K +$91K +2,222 New
CIR
17
Clear Investment Research
Georgia
$34K -$170K -4,144 -84%
WP
18
WealthShield Partners
North Carolina
$30K +$27.8K +678 New
UBS Group
19
UBS Group
Switzerland
$29K -$3.03K -74 -10%
CAN
20
Cetera Advisor Networks
California
$29K +$27.5K +671 New
SFPG
21
Stonebridge Financial Planning Group
Florida
$22K
AIC
22
Archer Investment Corporation
Indiana
$21.8K
CAL
23
Capital Analysts LLC
Pennsylvania
$9K +$8.19K +200 New
CIAS
24
Capital Investment Advisory Services
North Carolina
$3K
CWA
25
Carolina Wealth Advisors
South Carolina
$3K

SPMO Hedge Fund Activity: Q2 2020 in Review

28 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q2 2020, worth a combined $16.6M — up 21% from $13.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SPMO positions and 5 closed out — a net gain of 2 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.26M. The largest seller was Susquehanna International Group, cutting an estimated $1.05M.

  • 28 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q2 2020, up from 27 in Q1 2020.
  • Funds reported $16.6M of Invesco S&P 500 Momentum ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Momentum ETF positions in Q2 2020 and 5 closed out, a net change of +2 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q2 2020 was Citadel Advisors, an estimated $1.26M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q2 2020 was Susquehanna International Group, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2020.