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Invesco S&P 500 Momentum ETF

28 hedge funds and large institutions have $24.6M invested in Invesco S&P 500 Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $16.6M → $24.6M (+$8M)

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

7.29% more ownership

Funds ownership: 29.26%36.55% (+7.3%)

0% more funds holding

Funds holding: 2828 (0)

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
5
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
$4.51M -$62.1K -1,300 -1%
LPL Financial
2
LPL Financial
California
$3.52M +$1.21M +25,339 +56%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.78M +$2.37M +49,591 +821%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.19M +$2.09M +43,739 New
Osaic Holdings
5
Osaic Holdings
Arizona
$2.17M +$85.8K +1,797 +4%
Jane Street
6
Jane Street
New York
$1.77M +$1.69M +35,417 New
PFA
7
Professional Financial Advisors
Nebraska
$1.52M -$92.6K -1,938 -6%
WIA
8
Wealthstreet Investment Advisors
Texas
$1.39M -$4.78K -100 -0.4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.1M +$15.3K +321 +1%
NR
10
Newfound Research
Massachusetts
$735K +$702K +14,709 New
GWM
11
Geneos Wealth Management
Colorado
$639K +$38.1K +797 +6%
IA
12
IFP Advisors
Florida
$611K -$476K -9,972 -45%
PS
13
Portfolio Strategies
New York
$507K
FLA
14
Financial Life Advisors
Texas
$360K +$345K +7,221 New
SG
15
StoneX Group
New York
$227K +$217K +4,550 New
SPIA
16
Steward Partners Investment Advisory
New York
$182K +$67.4K +1,411 +64%
LFG
17
LifePlan Financial Group
Ohio
$151K
CAL
18
Capital Analysts LLC
Pennsylvania
$80K +$66.9K +1,400 +700%
WP
19
WealthShield Partners
North Carolina
$34K
SFPG
20
Stonebridge Financial Planning Group
Florida
$26K
UBS Group
21
UBS Group
Switzerland
$25K -$7.98K -167 -25%
CFGS
22
Concourse Financial Group Securities
Alabama
$25K +$23.9K +500 New
AIC
23
Archer Investment Corporation
Indiana
$25K
CIAS
24
Capital Investment Advisory Services
North Carolina
$4K
CWA
25
Carolina Wealth Advisors
South Carolina
$3K

SPMO Hedge Fund Activity: Q3 2020 in Review

28 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q3 2020, worth a combined $24.6M — up 48% from $16.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SPMO positions and 5 closed out — a net gain of 1 holder — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.37M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.34M sold.

  • 28 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $24.6M of Invesco S&P 500 Momentum ETF stock for Q3 2020, up 48% quarter-over-quarter.
  • 6 funds opened new Invesco S&P 500 Momentum ETF positions in Q3 2020 and 5 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q3 2020 was Susquehanna International Group, an estimated $2.37M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q3 2020 was Citadel Advisors, an estimated $1.34M sold.

Based on aggregated 13F filings for Q3 2020.