Invesco S&P 500 Momentum ETF
SPMO
39 hedge funds and large institutions have $46.4M invested in Invesco S&P 500 Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
8.94% more ownership
Funds ownership: 49.66% → 58.6% (+8.9%)
9% more capital invested
Capital invested by funds: $42.8M → $46.4M (+$3.7M)
0% more funds holding
Funds holding: 39 → 39 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$1.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.11M |
| 3 |
Jane Street
New York
|
+$826K |
| 4 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
+$731K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$601K |
Top Sellers
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
-$602K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$383K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$327K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$322K |
| 5 |
SG
StoneX Group
New York
|
-$227K |
SPMO Hedge Fund Activity: Q3 2021 in Review
39 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q3 2021, worth a combined $46.4M — up 8.6% from $42.8M a quarter earlier.
Fund positioning in SPMO was balanced in Q3 2021: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 12 trimmed.
The largest buyer was Beacon Pointe Advisors, adding an estimated $1.2M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $602K sold.
- 39 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $46.4M of Invesco S&P 500 Momentum ETF stock for Q3 2021, up 8.6% quarter-over-quarter.
- 4 funds opened new Invesco S&P 500 Momentum ETF positions in Q3 2021 and 4 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 Momentum ETF buyer in Q3 2021 was Beacon Pointe Advisors, an estimated $1.2M added.
- The largest Invesco S&P 500 Momentum ETF seller in Q3 2021 was Portfolio Strategies, an estimated $602K sold.
Based on aggregated 13F filings for Q3 2021.