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Invesco S&P 500 Momentum ETF

59 hedge funds and large institutions have $132M invested in Invesco S&P 500 Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

12% more capital invested

Capital invested by funds: $118M → $132M (+$13.9M)

0% more funds holding

Funds holding: 5959 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

12.81% less ownership

Funds ownership: 59.68%46.87% (-13%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
59
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
11
Increased
19
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
1
Trilogy Capital
California
$38.8M +$2.33M +38,536 +7%
LPL Financial
2
LPL Financial
California
$28.5M +$546K +9,035 +2%
Osaic Holdings
3
Osaic Holdings
Arizona
$12.9M +$60.8K +1,006 +0.5%
Bank of America
4
Bank of America
North Carolina
$6.97M -$616K -10,186 -9%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.56M -$873K -14,441 -13%
Invesco
6
Invesco
Georgia
$4.85M -$3.25M -53,733 -42%
PFA
7
Professional Financial Advisors
Nebraska
$3.19M +$76.1K +1,259 +3%
MCC
8
Money Concepts Capital
Florida
$2.96M +$2.73M +45,142 New
BWA
9
Burt Wealth Advisors
Maryland
$2.7M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.21M -$484K -8,012 -19%
CCFM
11
Clear Creek Financial Management
Washington
$2.13M +$1.97M +32,592 New
BPA
12
Beacon Pointe Advisors
California
$1.6M
WIP
13
WealthCare Investment Partners
Rhode Island
$1.54M -$277K -4,579 -16%
FAIM
14
Financial Advocates Investment Management
Washington
$1.26M +$119K +1,965 +11%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.12M +$129K +2,131 +14%
CFD
16
Creative Financial Designs
Indiana
$1.02M +$524K +8,673 +126%
PWM
17
Perigon Wealth Management
California
$990K
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$832K +$487K +8,048 +173%
SEP
19
Southland Equity Partners
Missouri
$811K +$283K +4,681 +61%
Citadel Advisors
20
Citadel Advisors
Florida
$736K +$275K +4,544 +68%
FPAS
21
Focus Partners Advisor Solutions
Missouri
$719K +$236K +3,909 +55%
GRP
22
Global Retirement Partners
California
$718K -$42.7K -706 -6%
WCG
23
Weaver Consulting Group
California
$614K -$139K -2,297 -20%
CAN
24
Cetera Advisor Networks
California
$594K -$63.8K -1,056 -10%
IDA
25
Intelligence Driven Advisers
California
$518K -$772K -12,762 -63%

SPMO Hedge Fund Activity: Q4 2023 in Review

59 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q4 2023, worth a combined $132M — up 12% from $118M a quarter earlier.

Fund positioning in SPMO was balanced in Q4 2023: 11 funds opened new positions, 11 closed out, 19 added to existing stakes and 16 trimmed.

The largest buyer was Money Concepts Capital, opening a new position worth an estimated $2.73M. The largest seller was Invesco, cutting an estimated $3.25M.

  • 59 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $132M of Invesco S&P 500 Momentum ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 11 funds opened new Invesco S&P 500 Momentum ETF positions in Q4 2023 and 11 closed out, a net change of 0 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q4 2023 was Money Concepts Capital, an estimated $2.73M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q4 2023 was Invesco, an estimated $3.25M sold.

Based on aggregated 13F filings for Q4 2023.