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Invesco S&P 500 Momentum ETF

39 hedge funds and large institutions have $49.2M invested in Invesco S&P 500 Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

29% more capital invested

Capital invested by funds: $38.1M → $49.2M (+$11.1M)

10.14% more ownership

Funds ownership: 53.81%63.95% (+10%)

8% more funds holding

Funds holding: 3639 (+3)

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
11
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$9.54M +$9.55M +179,881 New
MCC
2
Money Concepts Capital
Florida
$8.62M +$157K +2,962 +2%
LPL Financial
3
LPL Financial
California
$6.75M -$458K -8,629 -6%
Bank of America
4
Bank of America
North Carolina
$5.04M +$613K +11,543 +14%
CCP
5
Cardan Capital Partners
Colorado
$3.53M +$3.54M +66,595 New
PFA
6
Professional Financial Advisors
Nebraska
$2.79M +$963K +18,133 +53%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.42M +$492K +9,262 +26%
WIA
8
Wealthstreet Investment Advisors
Texas
$1.48M
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.47M -$2.11M -39,699 -59%
IDA
10
Intelligence Driven Advisers
California
$985K
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$866K +$867K +16,324 New
IA
12
IFP Advisors
Florida
$801K +$180K +3,397 +29%
GWM
13
Geneos Wealth Management
Colorado
$766K -$29.7K -559 -4%
CAC
14
Certified Advisory Corp
Florida
$596K +$597K +11,247 New
PS
15
Portfolio Strategies
New York
$538K
FLA
16
Financial Life Advisors
Texas
$423K +$41.9K +789 +11%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$389K -$209K -3,939 -35%
IA
18
Insight Advisors
Pennsylvania
$309K +$10.2K +192 +4%
CAL
19
Capital Analysts LLC
Pennsylvania
$276K +$82.3K +1,550 +42%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$261K -$2.21M -41,562 -89%
Jane Street
21
Jane Street
New York
$229K -$554K -10,441 -71%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$222K +$13.4K +252 +6%
SG
23
StoneX Group
New York
$203K
DWMG
24
DB Wealth Management Group
California
$181K -$17.8K -335 -9%
SPIA
25
Steward Partners Investment Advisory
New York
$150K -$177K -3,342 -54%

SPMO Hedge Fund Activity: Q1 2021 in Review

39 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q1 2021, worth a combined $49.2M — up 29% from $38.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SPMO positions and 4 closed out — a net gain of 3 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $9.55M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.21M.

  • 39 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q1 2021, up from 36 in Q4 2020.
  • Funds reported $49.2M of Invesco S&P 500 Momentum ETF stock for Q1 2021, up 29% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Momentum ETF positions in Q1 2021 and 4 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q1 2021 was Invesco, an estimated $9.55M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q1 2021 was Raymond James Financial Services Advisors, an estimated $2.21M sold.

Based on aggregated 13F filings for Q1 2021.