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Invesco S&P 500 Momentum ETF
SPMO

36 hedge funds and large institutions have $38.1M invested in Invesco S&P 500 Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

55% more capital invested

Capital invested by funds: $24.6M → $38.1M (+$13.6M)

29% more funds holding

Funds holding: 28 → 36 (+8)

17.26% more ownership

Funds ownership: 36.55% → 53.81% (+17%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
36
Holders Change
+8
Holders Change %
+28.57%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
7
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.35M
2
IDA
Intelligence Driven Advisers
California
+$950K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$600K
4
OAM
Optimal Asset Management
California
+$496K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$202K

Top Sellers

1
Jane Street
Jane Street
New York
-$1.06M
2
NR
Newfound Research
Massachusetts
-$735K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$550K
4
Osaic Holdings
Osaic Holdings
Arizona
-$367K
5
Bank of America
Bank of America
North Carolina
-$347K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
1
Money Concepts Capital
Florida
$8.45M +$8.17M +159,681 New
LPL Financial
2
LPL Financial
California
$7.19M +$3.35M +65,564 +93%
Bank of America
3
Bank of America
North Carolina
$4.42M -$347K -6,792 -8%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.56M +$600K +11,736 +21%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.46M +$141K +2,754 +6%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.92M -$367K -7,168 -17%
PFA
7
Professional Financial Advisors
Nebraska
$1.82M +$140K +2,730 +9%
WIA
8
Wealthstreet Investment Advisors
Texas
$1.47M – – –
IDA
9
Intelligence Driven Advisers
California
$983K +$950K +18,579 New
Jane Street
10
Jane Street
New York
$781K -$1.06M -20,655 -58%
GWM
11
Geneos Wealth Management
Colorado
$745K +$59.1K +1,155 +9%
IA
12
IFP Advisors
Florida
$620K -$25.1K -490 -4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$596K -$550K -10,760 -49%
PS
14
Portfolio Strategies
New York
$537K – – –
OAM
15
Optimal Asset Management
California
$513K +$496K +9,699 New
FLA
16
Financial Life Advisors
Texas
$379K -$2.15K -42 -0.6%
SPIA
17
Steward Partners Investment Advisory
New York
$326K +$129K +2,532 +70%
IA
18
Insight Advisors
Pennsylvania
$283K +$273K +5,342 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$208K +$202K +3,947 New
SG
20
StoneX Group
New York
$203K -$36.8K -720 -16%
DWMG
21
DB Wealth Management Group
California
$198K +$191K +3,743 New
CAL
22
Capital Analysts LLC
Pennsylvania
$193K +$105K +2,050 +128%
IWP
23
IAG Wealth Partners
Wisconsin
$81K +$77.7K +1,519 New
LGA
24
Lebenthal Global Advisors
New York
$63K +$61.1K +1,195 New
AIC
25
Archer Investment Corporation
Indiana
$26.5K – – –
1
2

SPMO Hedge Fund Activity: Q4 2020 in Review

36 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q4 2020, worth a combined $38.1M — up 55% from $24.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SPMO positions and 3 closed out — a net gain of 9 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.35M. The largest seller was Jane Street, cutting an estimated $1.06M.

  • 36 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q4 2020, up from 28 in Q3 2020.
  • Funds reported $38.1M of Invesco S&P 500 Momentum ETF stock for Q4 2020, up 55% quarter-over-quarter.
  • 12 funds opened new Invesco S&P 500 Momentum ETF positions in Q4 2020 and 3 closed out, a net change of +9 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q4 2020 was LPL Financial, an estimated $3.35M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q4 2020 was Jane Street, an estimated $1.06M sold.

Based on aggregated 13F filings for Q4 2020.