SPMO icon

Invesco S&P 500 Momentum ETF
SPMO

Overview Fund Activity

61 hedge funds and large institutions have $128M invested in Invesco S&P 500 Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
61
Holders Change
+17
Holders Change %
+38.64%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
25
Increased
14
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Trilogy Capital
California
$30.3M
2
LPL Financial
2
LPL Financial
California
$22.3M
3
T
3
TCWP
Ohio
$5.12M
4
LAS
4
LWM Advisory Services
Florida
$3.7M
5
BWA
5
Burt Wealth Advisors
Maryland
$3.57M

Top Sellers

1
SWP
1
Stratos Wealth Partners
Ohio
$0
2
IWP
2
IAG Wealth Partners
Wisconsin
$1.27M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
FLA
4
Financial Life Advisors
Texas
$0
5
Invesco
5
Invesco
Georgia
$8.24M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
1
Trilogy Capital
California
$30.3M 532,930 +518,378 +3,562%
LPL Financial
2
LPL Financial
California
$22.3M 392,360 +225,878 +136%
Osaic Holdings
3
Osaic Holdings
Arizona
$10.5M 184,486 +56,474 +44%
Invesco
4
Invesco
Georgia
$8.24M 145,125 -3,935 -3%
Bank of America
5
Bank of America
North Carolina
$7.08M 124,761 +29,475 +31%
IDA
6
Intelligence Driven Advisers
California
$5.53M 97,688 +9,347 +11%
T
7
TCWP
Ohio
$5.12M 90,207 +90,207 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.31M 75,962 +48,284 +174%
LAS
9
LWM Advisory Services
Florida
$3.7M 65,248 +65,248 New
BWA
10
Burt Wealth Advisors
Maryland
$3.57M 62,875 +56,542 +893%
US Bancorp
11
US Bancorp
Minnesota
$3.19M 56,173 +55,663 +10,914%
PFA
12
Professional Financial Advisors
Nebraska
$2.5M 43,952 +1,019 +2%
DA
13
Detalus Advisors
Missouri
$2.29M 40,341 +40,341 New
CF
14
Centaurus Financial
California
$1.63M 28,619 +28,619 New
BPA
15
Beacon Pointe Advisors
California
$1.4M 24,650 – –
CFGS
16
Concourse Financial Group Securities
Alabama
$1.36M 23,984 +23,984 New
IWP
17
IAG Wealth Partners
Wisconsin
$1.27M 22,449 -21,287 -49%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.27M 22,375 +15,868 +244%
FAIM
19
Financial Advocates Investment Management
Washington
$953K 16,790 +16,790 New
WCG
20
Weaver Consulting Group
California
$726K 12,781 -3,156 -20%
LTL
21
Lowery Thomas LLC
California
$724K 12,756 +12,756 New
Mariner
22
Mariner
Kansas
$713K 12,561 +12,561 New
GWM
23
Geneos Wealth Management
Colorado
$667K 11,750 -150 -1%
CAN
24
Cetera Advisor Networks
California
$635K 11,192 +11,192 New
PWM
25
Pinnacle Wealth Management
California
$626K 11,027 +2,285 +26%
1
2 3