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Invesco S&P 500 Momentum ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 4740 (-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

Holders
40
Holders Change
-7
Holders Change %
-14.89%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$10.2M -$1.04M -17,277 -9%
Invesco
2
Invesco
Georgia
$10.1M +$334K +5,531 +3%
Bank of America
3
Bank of America
North Carolina
$6.01M -$12.7K -211 -0.2%
IWP
4
IAG Wealth Partners
Wisconsin
$4.95M +$1.74M +28,839 +55%
IDA
5
Intelligence Driven Advisers
California
$4.22M +$1.02M +16,810 +32%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.01M +$649K +10,747 +20%
PFA
7
Professional Financial Advisors
Nebraska
$3.55M +$2.6K +43 +0.1%
BWA
8
Burt Wealth Advisors
Maryland
$2.6M +$2.57M +42,475 New
BPA
9
Beacon Pointe Advisors
California
$1.69M +$6.04K +100 +0.4%
FLA
10
Financial Life Advisors
Texas
$1.6M +$1.12M +18,497 +239%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.05M +$519K +8,599 +101%
GWM
12
Geneos Wealth Management
Colorado
$828K -$5.98K -99 -0.7%
IA
13
Insight Advisors
Pennsylvania
$620K -$12.6K -209 -2%
Goldman Sachs
14
Goldman Sachs
New York
$483K -$8.43M -139,611 -95%
WCG
15
Weaver Consulting Group
California
$427K +$108K +1,782 +34%
FTUS
16
Flow Traders U.S.
New York
$399K
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$387K +$120K +1,986 +46%
WA
18
Win Advisors
Florida
$373K -$1.2M -19,869 -77%
PWM
19
Pinnacle Wealth Management
California
$344K +$339K +5,620 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$289K +$22.9K +379 +9%
F4L
21
Fortune 45 LLC
Louisiana
$275K -$39.5K -654 -13%
DAS
22
Dynamic Advisor Solutions
Arizona
$209K
MCC
23
Money Concepts Capital
Florida
$201K -$36.1K -597 -15%
DWMG
24
DB Wealth Management Group
California
$194K
GRP
25
Global Retirement Partners
California
$122K +$134K +2,224 New

SPMO Hedge Fund Activity: Q1 2022 in Review

40 of the 6,340 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.