Invesco S&P 500 Momentum ETF
SPMO
47 hedge funds and large institutions have $49M invested in Invesco S&P 500 Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
18% more funds holding
Funds holding: 40 → 47 (+7)
5.67% less ownership
Funds ownership: 68.13% → 62.46% (-5.7%)
12% less capital invested
Capital invested by funds: $55.7M → $49M (-$6.77M)
47% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
+$1.58M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.56M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.28M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.17M |
| 5 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$876K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
-$2.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.05M |
| 3 |
FLA
Financial Life Advisors
San Antonio,
Texas
|
-$977K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$920K |
| 5 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
-$877K |
SPMO Hedge Fund Activity: Q2 2022 in Review
47 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q2 2022, worth a combined $49M — down 12% from $55.7M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SPMO positions and 6 closed out — a net gain of 7 holders — while 9 added to existing stakes and 17 trimmed.
The largest buyer was Intelligence Driven Advisers, adding an estimated $1.58M. The largest seller was Burt Wealth Advisors, cutting an estimated $2.1M.
- 47 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q2 2022, up from 40 in Q1 2022.
- Funds reported $49M of Invesco S&P 500 Momentum ETF stock for Q2 2022, down 12% quarter-over-quarter.
- 13 funds opened new Invesco S&P 500 Momentum ETF positions in Q2 2022 and 6 closed out, a net change of +7 holders.
- The largest Invesco S&P 500 Momentum ETF buyer in Q2 2022 was Intelligence Driven Advisers, an estimated $1.58M added.
- The largest Invesco S&P 500 Momentum ETF seller in Q2 2022 was Burt Wealth Advisors, an estimated $2.1M sold.
Based on aggregated 13F filings for Q2 2022.