SPMO icon

Invesco S&P 500 Momentum ETF
SPMO

Overview Fund Activity

382 hedge funds and large institutions have $3.38B invested in Invesco S&P 500 Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 195 increasing their positions, 81 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+35
Holders Change %
+10.09%
% of All Funds
5.19%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.35%
New
86
Increased
195
Reduced
81
Closed
40
Calls
$2.16M
Puts
$1.43M
Net Calls
+$726K
Net Calls Change
+$774K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$557M
2
LPL Financial
LPL Financial
California
$331M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$122M
4
UBS Group
UBS Group
Switzerland
$57M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$40.7M

Top Sellers

1
SMG
Smart Money Group
Texas
$492K
2
AWE
Avidian Wealth Enterprises
Texas
$1.6M
3
FGA
Fortis Group Advisors
New Jersey
$15.3M
4
FIS
Fischer Investment Strategies
California
$1.69M
5
IAA
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
251
Visionary Wealth Advisors
Illinois
$481K +$10.6K +115 +2%
VCP
252
Verus Capital Partners
Arizona
$476K +$209K +2,255 +78%
PTC
253
Private Trust Company
Ohio
$472K +$209K +2,256 +79%
O3W
254
Omni 360 Wealth
New Jersey
$471K +$103K +1,114 +28%
IA
255
Insight Advisors
Pennsylvania
$463K -$138K -1,495 -23%
ISFAN
256
Investor's Fiduciary Advisor Network
Washington
$461K +$10.3K +111 +2%
BCM
257
Brookstone Capital Management
Illinois
$456K +$172K +1,854 +60%
CAL
258
Capital Analysts LLC
Pennsylvania
$456K -$21.9K -237 -5%
MWM
259
Mascagni Wealth Management
Mississippi
$450K – – –
Fidelity Investments
260
Fidelity Investments
Massachusetts
$443K +$209K +2,256 +89%
MWA
261
Merkkuri Wealth Advisors
New York
$424K +$37.6K +406 +10%
BFA
262
Beacon Financial Advisory
Ohio
$421K -$347K -3,752 -45%
Baird Financial Group
263
Baird Financial Group
Wisconsin
$416K +$416K +4,499 New
HIS
264
Harvest Investment Services
Illinois
$409K -$17.5K -189 -4%
SI
265
Stephens Inc
Arkansas
$400K +$400K +4,319 New
WCM
266
WealthTrak Capital Management
Virginia
$399K +$9.16K +99 +2%
SFA
267
Semmax Financial Advisors
North Carolina
$394K +$26.4K +268 +7%
BWMG
268
Barnes Wealth Management Group
California
$392K +$392K +4,240 New
YIH
269
Y-Intercept (HK)
Hong Kong
$387K +$387K +4,178 New
CWM
270
Congress Wealth Management
Massachusetts
$386K +$386K +4,177 New
AAS
271
Ameritas Advisory Services
Nebraska
$371K +$93.8K +994 +34%
RFN
272
RDA Financial Network
Iowa
$368K -$21.1K -228 -5%
FW
273
FullCircle Wealth
Texas
$367K -$28.6K -304 -7%
NL
274
NWAM LLC
Washington
$366K +$12.7K +137 +4%
SSW
275
Smith Shellnut Wilson
Mississippi
$360K +$360K +3,886 New
9 10
11
12 13