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Invesco S&P 500 Momentum ETF

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.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 5555 (0)

6.21% less ownership

Funds ownership: 66.87%60.67% (-6.2%)

17% less capital invested

Capital invested by funds: $145M → $121M (-$24.4M)

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: 10 (-1)

Holders
55
Holders Change
Holders Change %
0%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
14
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
1
Trilogy Capital
California
$32.7M +$754K +13,660 +2%
LPL Financial
2
LPL Financial
California
$23.9M -$1.6M -28,958 -6%
Osaic Holdings
3
Osaic Holdings
Arizona
$9.68M -$3.13M -56,670 -25%
Invesco
4
Invesco
Georgia
$7.76M -$851K -15,429 -10%
Bank of America
5
Bank of America
North Carolina
$6.93M +$27.4K +496 +0.4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$6.41M -$1.49M -26,941 -19%
T
7
TCWP
Ohio
$5.27M +$187K +3,395 +4%
PFA
8
Professional Financial Advisors
Nebraska
$2.54M -$700K -12,691 -22%
BWA
9
Burt Wealth Advisors
Maryland
$2.42M -$185K -3,350 -7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.32M -$4.9M -88,858 -68%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.87M +$888K +16,097 +93%
WIP
12
WealthCare Investment Partners
Rhode Island
$1.7M +$48.6K +880 +3%
CFGS
13
Concourse Financial Group Securities
Alabama
$1.47M +$51.4K +932 +4%
BPA
14
Beacon Pointe Advisors
California
$1.36M
IDA
15
Intelligence Driven Advisers
California
$1.32M -$5M -90,654 -79%
RJA
16
Raymond James & Associates
Florida
$1.11M -$6.13K -111 -0.6%
FAIM
17
Financial Advocates Investment Management
Washington
$1.04M -$2.2M -39,860 -68%
PWM
18
Perigon Wealth Management
California
$902K +$252K +4,573 +40%
WCG
19
Weaver Consulting Group
California
$722K -$89.8K -1,627 -11%
AFO
20
Arrowroot Family Office
California
$691K +$176K +3,194 +35%
GRP
21
Global Retirement Partners
California
$617K -$31.1K -563 -5%
CAN
22
Cetera Advisor Networks
California
$596K -$28.5K -517 -5%
GWM
23
Geneos Wealth Management
Colorado
$495K -$135K -2,450 -22%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$464K -$109K -1,983 -19%
Jane Street
25
Jane Street
New York
$453K +$62.9K +1,139 +16%

SPMO Hedge Fund Activity: Q2 2023 in Review

55 of the 6,369 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.