Invesco S&P 500 Momentum ETF
SPMO
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, 27 increasing their positions, 17 reducing their positions, and 4 closing their positions.
2,175% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 4
659% more capital invested
Capital invested by funds: $132M → $998M (+$867M)
146% more funds holding
Funds holding: 59 → 145 (+86)
59% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 17
35.86% more ownership
Funds ownership: 46.81% → 82.67% (+36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$293M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$122M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$42.3M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$42.3M |
| 5 |
ACM
Advance Capital Management
Southfield,
Michigan
|
+$34.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.86M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$860K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$736K |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$702K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$613K |
SPMO Hedge Fund Activity: Q1 2024 in Review
145 of the 6,958 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 659% 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 27 added to existing stakes and 17 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 659% 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.