SPMO icon

Invesco S&P 500 Momentum ETF

563 hedge funds and large institutions have $6.93B invested in Invesco S&P 500 Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 267 increasing their positions, 134 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

11% more funds holding in top 10

Funds holding in top 10: 4550 (+5)

22.56% less ownership

Funds ownership: 63.82%41.26% (-23%)

43% less call options, than puts

Call options by funds: $15M | Put options by funds: $26.5M

Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15M
Puts
$26.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
351
Fidelity Investments
Massachusetts
$694K
GS
352
GTS Securities
New York
$681K
SHIM
353
Stone House Investment Management
Pennsylvania
$678K
AF
354
Apexium Financial
Texas
$669K
Creative Planning
355
Creative Planning
Kansas
$668K
AWA
356
Alta Wealth Advisors
Massachusetts
$653K
FSA
357
Financial Services Advisory
Maryland
$651K
FA
358
Flagstar Advisors
New York
$632K
BFA
359
Beacon Financial Advisory
Ohio
$630K
EWA
360
Emergent Wealth Advisors
New York
$629K
QCM
361
Quantinno Capital Management
New York
$627K
GWSG
362
GPS Wealth Strategies Group
Colorado
$609K
TGAM
363
TBH Global Asset Management
Tennessee
$601K
SA
364
Sovran Advisors
California
$597K
OC
365
Optima Capital
Oregon
$582K
SIAG
366
Safeguard Investment Advisory Group
California
$568K
PTC
367
Private Trust Company
Ohio
$568K
Baird Financial Group
368
Baird Financial Group
Wisconsin
$561K
CF
369
Centaurus Financial
California
$561K
Wolverine Trading
370
Wolverine Trading
Illinois
$560K
JCFM
371
JBR Co Financial Management
Oklahoma
$559K
HNWA
372
Henrickson Nauta Wealth Advisors
Michigan
$553K
WDL
373
Well Done LLC
Michigan
$546K
BAMG
374
Brand Asset Management Group
Missouri
$545K
CB
375
Commerce Bank
Missouri
$544K