Invesco S&P 500 Momentum ETF
SPMO
47 hedge funds and large institutions have $73.5M invested in Invesco S&P 500 Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
58% more capital invested
Capital invested by funds: $46.4M → $73.5M (+$27M)
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
21% more funds holding
Funds holding: 39 → 47 (+8)
8.65% more ownership
Funds ownership: 58.6% → 67.25% (+8.7%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$9.01M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.27M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.27M |
| 4 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
+$1.54M |
| 5 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$896K |
| 2 |
CAC
Certified Advisory Corp
Altamonte Springs,
Florida
|
-$471K |
| 3 |
BMD
Better Money Decisions
Santa Fe,
New Mexico
|
-$106K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$37.8K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$24.7K |
SPMO Hedge Fund Activity: Q4 2021 in Review
47 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q4 2021, worth a combined $73.5M — up 58% from $46.4M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SPMO positions and 2 closed out — a net gain of 9 holders — while 16 added to existing stakes and 11 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $9.01M. The largest seller was Bank of America, cutting an estimated $896K.
- 47 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q4 2021, up from 39 in Q3 2021.
- Funds reported $73.5M of Invesco S&P 500 Momentum ETF stock for Q4 2021, up 58% quarter-over-quarter.
- 11 funds opened new Invesco S&P 500 Momentum ETF positions in Q4 2021 and 2 closed out, a net change of +9 holders.
- The largest Invesco S&P 500 Momentum ETF buyer in Q4 2021 was Goldman Sachs, an estimated $9.01M added.
- The largest Invesco S&P 500 Momentum ETF seller in Q4 2021 was Bank of America, an estimated $896K sold.
Based on aggregated 13F filings for Q4 2021.