Invesco S&P 500 Momentum ETF
SPMO
40 hedge funds and large institutions have $55.7M invested in Invesco S&P 500 Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 10 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
0.88% more ownership
Funds ownership: 67.25% → 68.13% (+0.88%)
15% less funds holding
Funds holding: 47 → 40 (-7)
24% less capital invested
Capital invested by funds: $73.5M → $55.7M (-$17.7M)
60% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
+$2.57M |
| 2 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
+$1.74M |
| 3 |
FLA
Financial Life Advisors
San Antonio,
Texas
|
+$1.12M |
| 4 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
+$1.02M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$649K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$8.43M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.63M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.65M |
| 4 |
Jane Street
New York
|
-$1.94M |
| 5 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$1.2M |
SPMO Hedge Fund Activity: Q1 2022 in Review
40 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q1 2022, worth a combined $55.7M — down 24% from $73.5M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of SPMO and 4 opened new positions — a net loss of 6 holders — while 12 trimmed existing stakes and 13 added.
The largest buyer was Burt Wealth Advisors, opening a new position worth an estimated $2.57M. The largest seller was Goldman Sachs, cutting an estimated $8.43M.
- 40 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q1 2022, down from 47 in Q4 2021.
- Funds reported $55.7M of Invesco S&P 500 Momentum ETF stock for Q1 2022, down 24% quarter-over-quarter.
- 4 funds opened new Invesco S&P 500 Momentum ETF positions in Q1 2022 and 10 closed out, a net change of -6 holders.
- The largest Invesco S&P 500 Momentum ETF buyer in Q1 2022 was Burt Wealth Advisors, an estimated $2.57M added.
- The largest Invesco S&P 500 Momentum ETF seller in Q1 2022 was Goldman Sachs, an estimated $8.43M sold.
Based on aggregated 13F filings for Q1 2022.