SPMO icon

Invesco S&P 500 Momentum ETF

640 hedge funds and large institutions have $6.42B invested in Invesco S&P 500 Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 333 increasing their positions, 171 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3.62% less ownership

Funds ownership: 53.68%50.06% (-3.6%)

10% less capital invested

Capital invested by funds: $7.11B → $6.42B (-$695M)

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

Holders
640
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33.5M
Puts
$12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OL
301
Owen LaRue
Kentucky
$1.36M
SFG
302
Sovereign Financial Group
Connecticut
$1.35M
PFS
303
Prospera Financial Services
Texas
$1.34M
SB
304
Strategic Blueprint
Georgia
$1.33M
BIG
305
Brookwood Investment Group
Arizona
$1.32M
VWA
306
Visionary Wealth Advisors
Illinois
$1.32M
MAWAG
307
Mid-American Wealth Advisory Group
Missouri
$1.32M
XPN
308
XY Planning Network
Montana
$1.31M
Envestnet Portfolio Solutions
309
Envestnet Portfolio Solutions
Illinois
$1.29M
SPW
310
Signet Private Wealth
Illinois
$1.27M
WFS
311
WealthGarden F.S.
California
$1.26M
EWA
312
EP Wealth Advisors
California
$1.25M
Rockefeller Capital Management
313
Rockefeller Capital Management
New York
$1.23M
BCM
314
Brookstone Capital Management
Illinois
$1.23M
WTFG
315
Wood Tarver Financial Group
Idaho
$1.23M
US Bancorp
316
US Bancorp
Minnesota
$1.2M
RFN
317
Redwood Financial Network
Ohio
$1.19M
DADC
318
D.A. Davidson & Co
Montana
$1.19M
UWM
319
USAdvisors Wealth Management
Minnesota
$1.16M
SWP
320
Sagespring Wealth Partners
Tennessee
$1.16M
Bank of Nova Scotia
321
Bank of Nova Scotia
Ontario, Canada
$1.15M
Brown Advisory
322
Brown Advisory
Maryland
$1.15M
CF
323
Claris Financial
Virginia
$1.14M
FA
324
Fiduciary Alliance
South Carolina
$1.13M
SPI
325
Sutton Place Investors
New York
$1.13M