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Invesco S&P 500 Momentum ETF

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.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

18% more funds holding

Funds holding: 4047 (+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

Holders
47
Holders Change
+7
Holders Change %
+17.5%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
9
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$10.1M +$1.56M +27,645 +17%
Invesco
2
Invesco
Georgia
$7.75M -$920K -16,336 -10%
IDA
3
Intelligence Driven Advisers
California
$5.06M +$1.58M +28,114 +41%
Bank of America
4
Bank of America
North Carolina
$4.7M -$433K -7,692 -8%
IWP
5
IAG Wealth Partners
Wisconsin
$4.49M +$314K +5,582 +7%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.18M -$245K -4,357 -7%
PFA
7
Professional Financial Advisors
Nebraska
$2.21M -$877K -15,583 -27%
BPA
8
Beacon Pointe Advisors
California
$1.44M
SWP
9
Stratos Wealth Partners
Ohio
$1.18M +$1.28M +22,673 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.08M +$1.17M +20,859 New
WCG
11
Weaver Consulting Group
California
$915K +$599K +10,641 +152%
AWMS
12
Advocacy Wealth Management Services
Georgia
$808K +$876K +15,558 New
GWM
13
Geneos Wealth Management
Colorado
$664K -$49.2K -873 -6%
Jane Street
14
Jane Street
New York
$589K +$639K +11,349 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$486K +$527K +9,363 New
FLA
16
Financial Life Advisors
Texas
$462K -$977K -17,354 -66%
IA
17
Insight Advisors
Pennsylvania
$455K -$108K -1,910 -19%
Goldman Sachs
18
Goldman Sachs
New York
$331K -$86.7K -1,540 -19%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$331K +$3.27K +58 +0.9%
FTUS
20
Flow Traders U.S.
New York
$330K -$9.07K -161 -2%
PWM
21
Pinnacle Wealth Management
California
$281K -$11.8K -210 -4%
BWA
22
Burt Wealth Advisors
Maryland
$264K -$2.1M -37,382 -88%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$231K -$15.6K -277 -6%
Citadel Advisors
24
Citadel Advisors
Florida
$214K +$233K +4,129 New
BL
25
Balentine LLC
Georgia
$193K +$210K +3,727 New

SPMO Hedge Fund Activity: Q2 2022 in Review

47 of the 5,936 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.