We are live on ! Find out more
SPMO icon

Invesco S&P 500 Momentum ETF

648 hedge funds and large institutions have $6.46B invested in Invesco S&P 500 Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 339 increasing their positions, 173 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $33.5M | Put options by funds: $12M

96% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 173

31% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 65

1% more funds holding

Funds holding: 644648 (+4)

3.26% less ownership

Funds ownership: 53.69%50.43% (-3.3%)

9% less capital invested

Capital invested by funds: $7.11B → $6.46B (-$654M)

24% less funds holding in top 10

Funds holding in top 10: 6751 (-16)

Holders
648
Holders Change
+4
Holders Change %
+0.62%
% of All Funds
7.98%
Holding in Top 10
51
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-23.88%
% of All Funds
0.63%
New
85
Increased
339
Reduced
173
Closed
65
Calls
$33.5M
Puts
$12M
Net Calls
+$21.5M
Net Calls Change
+$19.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$762M +$19.9M +168,326 +3%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$403M +$70.8M +599,399 +20%
Bank of America
3
Bank of America
North Carolina
$360M -$11.7M -99,291 -3%
Morgan Stanley
4
Morgan Stanley
New York
$351M +$52.6M +445,030 +17%
VIA
5
Vantagepoint Investment Advisers
District of Columbia
$271M -$4.99M -42,210 -2%
Raymond James Financial
6
Raymond James Financial
Florida
$176M -$19M -160,420 -9%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$173M +$20.1M +169,778 +12%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$151M +$3.49M +29,547 +2%
JP Morgan Chase
9
JP Morgan Chase
New York
$147M +$15.8M +134,110 +11%
Wells Fargo
10
Wells Fargo
California
$137M +$27.9M +236,325 +24%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$119M +$20.7M +175,257 +20%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$114M -$5.56M -47,058 -4%
Osaic Holdings
13
Osaic Holdings
Arizona
$91.4M -$22.8M -192,692 -19%
ABWM
14
Alpine Bank Wealth Management
Colorado
$88.8M -$6.77M -57,287 -7%
EH
15
Equitable Holdings
New York
$84.5M +$15.5M +130,952 +23%
PA
16
Planning Alternatives
Michigan
$83.5M +$16.4M +138,915 +23%
RIM
17
Redwood Investment Management
Arizona
$73.6M +$3.92M +33,157 +5%
MCC
18
Money Concepts Capital
Florida
$69.5M -$46.8M -395,985 -39%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$65.7M +$4.77M +40,385 +7%
PAG
20
Private Advisor Group
New Jersey
$63.1M +$4.21M +35,630 +7%
MML Investors Services
21
MML Investors Services
Massachusetts
$54.1M -$9.95M -84,177 -15%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$50.9M +$15.3M +129,425 +39%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$42.4M -$259K -2,191 -0.6%
FIC
24
Family Investment Center
Missouri
$40.3M -$2.01M -17,043 -5%
PWP
25
Perfromance Wealth Partners
Illinois
$39.7M +$1.89M +16,034 +5%