Invesco S&P 500 Momentum ETF
SPMO
55 hedge funds and large institutions have $121M invested in Invesco S&P 500 Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
0% more funds holding
Funds holding: 55 → 55 (0)
6.21% less ownership
Funds ownership: 66.87% → 60.67% (-6.2%)
17% less capital invested
Capital invested by funds: $145M → $121M (-$24.8M)
46% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 26
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$888K |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
+$754K |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$315K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$314K |
| 5 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$252K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$5M |
| 2 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$4.95M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.9M |
| 4 |
TAM
Titleist Asset Management
San Antonio,
Texas
|
-$4.07M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.13M |
SPMO Hedge Fund Activity: Q2 2023 in Review
55 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q2 2023, worth a combined $121M — down 17% from $145M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SPMO positions and 6 closed out — a net gain of 1 holder — while 14 added to existing stakes and 26 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $888K. The largest seller was Intelligence Driven Advisers, cutting an estimated $5M.
- 55 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $121M of Invesco S&P 500 Momentum ETF stock for Q2 2023, down 17% quarter-over-quarter.
- 7 funds opened new Invesco S&P 500 Momentum ETF positions in Q2 2023 and 6 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 Momentum ETF buyer in Q2 2023 was Cambridge Investment Research Advisors, an estimated $888K added.
- The largest Invesco S&P 500 Momentum ETF seller in Q2 2023 was Intelligence Driven Advisers, an estimated $5M sold.
Based on aggregated 13F filings for Q2 2023.