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Invesco S&P 500 Momentum ETF

145 hedge funds and large institutions have $998M invested in Invesco S&P 500 Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,175% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 4

658% more capital invested

Capital invested by funds: $132M → $998M (+$866M)

146% more funds holding

Funds holding: 59145 (+86)

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

35.8% more ownership

Funds ownership: 46.87%82.67% (+36%)

Holders
145
Holders Change
+86
Holders Change %
+145.76%
% of All Funds
2.09%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.1%
New
91
Increased
26
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$321M +$293M +3,970,445 +11,770%
CCMG
2
Clark Capital Management Group
Pennsylvania
$133M +$122M +1,654,564 New
LPL Financial
3
LPL Financial
California
$67.8M +$30.2M +409,784 +94%
TC
4
Trilogy Capital
California
$47.4M -$122K -1,658 -0.3%
BCI
5
Brinker Capital Investments
Pennsylvania
$46M +$42.3M +573,576 New
OPS
6
Orion Portfolio Solutions
Nebraska
$46M +$42.3M +573,576 New
Osaic Holdings
7
Osaic Holdings
Arizona
$38.1M +$20.5M +278,798 +141%
ACM
8
Advance Capital Management
Michigan
$37.2M +$34.2M +463,822 New
FIC
9
Family Investment Center
Missouri
$22.3M +$20.5M +277,696 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$18.7M +$17.2M +233,599 New
FGA
11
Fortis Group Advisors
New Jersey
$17.4M +$16M +217,273 New
PS
12
Principal Securities
Iowa
$16.8M +$15.4M +209,282 +348,803%
Bank of America
13
Bank of America
North Carolina
$12.7M +$3.84M +52,058 +49%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$9.34M +$8.57M +116,387 New
MML Investors Services
15
MML Investors Services
Massachusetts
$7.1M +$6.52M +88,530 New
CAN
16
Cetera Advisor Networks
California
$6.41M +$5.22M +70,845 +781%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$6.01M -$1.86M -25,249 -25%
Invesco
18
Invesco
Georgia
$5.27M -$613K -8,323 -11%
DWA
19
Delta Wealth Advisors
Indiana
$5.06M +$4.65M +63,106 New
SWM
20
SigFig Wealth Management
California
$5.01M +$4.6M +62,442 New
WA
21
Win Advisors
Florida
$4.95M +$4.55M +61,718 New
SAM
22
Synergy Asset Management
Washington
$4.57M +$4.2M +56,981 New
Jane Street
23
Jane Street
New York
$4.38M +$3.6M +48,820 +842%
AWS
24
Atria Wealth Solutions
New York
$4.37M +$4.01M +54,417 New
CCFM
25
Clear Creek Financial Management
Washington
$4.24M +$1.49M +20,235 +62%

SPMO Hedge Fund Activity: Q1 2024 in Review

145 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q1 2024, worth a combined $998M — up 658% from $132M a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPMO positions and 4 closed out — a net gain of 87 holders — while 26 added to existing stakes and 18 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $293M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.86M.

  • 145 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q1 2024, up from 59 in Q4 2023.
  • Funds reported $998M of Invesco S&P 500 Momentum ETF stock for Q1 2024, up 658% quarter-over-quarter.
  • 91 funds opened new Invesco S&P 500 Momentum ETF positions in Q1 2024 and 4 closed out, a net change of +87 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $293M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $1.86M sold.

Based on aggregated 13F filings for Q1 2024.