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Invesco S&P 500 Momentum ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 3939 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less capital invested

Capital invested by funds: $49.2M → $42.8M (-$6.47M)

14.29% less ownership

Funds ownership: 63.95%49.66% (-14%)

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
12
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$9.51M -$1.09M -19,567 -11%
LPL Financial
2
LPL Financial
California
$9.38M +$1.71M +30,761 +24%
Bank of America
3
Bank of America
North Carolina
$6.1M +$432K +7,743 +8%
PFA
4
Professional Financial Advisors
Nebraska
$3.32M +$191K +3,432 +7%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.96M +$243K +4,358 +10%
IDA
6
Intelligence Driven Advisers
California
$1.74M +$600K +10,765 +58%
IWP
7
IAG Wealth Partners
Wisconsin
$1.18M +$1.03M +18,390 +1,185%
GWM
8
Geneos Wealth Management
Colorado
$822K +$56 +1 +0%
Citadel Advisors
9
Citadel Advisors
Florida
$681K +$640K +11,483 New
CAN
10
Cetera Advisor Networks
California
$613K +$576K +10,337 New
PS
11
Portfolio Strategies
New York
$602K
OAM
12
Optimal Asset Management
California
$576K +$541K +9,699 New
CAC
13
Certified Advisory Corp
Florida
$539K -$120K -2,160 -19%
IA
14
Insight Advisors
Pennsylvania
$526K +$174K +3,114 +56%
BPA
15
Beacon Pointe Advisors
California
$487K +$457K +8,200 New
FLA
16
Financial Life Advisors
Texas
$442K -$29.3K -525 -7%
CAL
17
Capital Analysts LLC
Pennsylvania
$344K +$33.4K +600 +12%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$336K -$93K -1,668 -23%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$327K -$1.24M -22,158 -80%
UBS Group
20
UBS Group
Switzerland
$311K +$230K +4,134 +375%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$293K
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$249K +$56 +1 +0%
SG
23
StoneX Group
New York
$227K
TC
24
Trilogy Capital
California
$217K +$199K +3,578 New
DAS
25
Dynamic Advisor Solutions
Arizona
$210K +$197K +3,535 New

SPMO Hedge Fund Activity: Q2 2021 in Review

39 of the 5,745 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.