Invesco S&P 500 Momentum ETF
SPMO
39 hedge funds and large institutions have $42.8M invested in Invesco S&P 500 Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 6 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
0% more funds holding
Funds holding: 39 → 39 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14.29% less ownership
Funds ownership: 63.95% → 49.66% (-14%)
24% less capital inflows, than outflows
Capital inflows: $7.31M | Capital outflows: $9.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.71M |
| 2 |
IAG Wealth Partners
Waukesha,
Wisconsin
|
+$1.03M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$640K |
| 4 |
Intelligence Driven Advisers
Carlsbad,
California
|
+$600K |
| 5 |
Cetera Advisor Networks
El Segundo,
California
|
+$576K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cardan Capital Partners
Denver,
Colorado
|
-$3.53M |
| 2 |
Wealthstreet Investment Advisors
Dallas,
Texas
|
-$1.39M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.24M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.09M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$870K |
SPMO Hedge Fund Activity: Q2 2021 in Review
39 of the 5,770 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q2 2021, worth a combined $42.8M — down 13% from $49.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SPMO positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.71M. The largest seller was Cardan Capital Partners, exiting entirely with an estimated $3.53M sold.
- 39 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $42.8M of Invesco S&P 500 Momentum ETF stock for Q2 2021, down 13% quarter-over-quarter.
- 7 funds opened new Invesco S&P 500 Momentum ETF positions in Q2 2021 and 6 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 Momentum ETF buyer in Q2 2021 was LPL Financial, an estimated $1.71M added.
- The largest Invesco S&P 500 Momentum ETF seller in Q2 2021 was Cardan Capital Partners, an estimated $3.53M sold.
Based on aggregated 13F filings for Q2 2021.