SPMO icon

Invesco S&P 500 Momentum ETF

567 hedge funds and large institutions have $7B invested in Invesco S&P 500 Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 270 increasing their positions, 133 reducing their positions, and 32 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: $ → $

16% more funds holding in top 10

Funds holding in top 10: 4552 (+7)

22.15% less ownership

Funds ownership: 63.82%41.67% (-22%)

43% less call options, than puts

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

Holders
567
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
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
PI
426
PFG Investments
New York
$332K
CP
427
Castleview Partners
Texas
$331K
MFG
428
MidWestOne Financial Group
Iowa
$328K
MWA
429
MN Wealth Advisors
Kansas
$327K
RF
430
RHS Financial
California
$323K
CAC
431
Certified Advisory Corp
Florida
$321K
SW
432
SMART Wealth
Nebraska
$319K
LWA
433
Lantern Wealth Advisors
New York
$319K
PWA
434
Primoris Wealth Advisors
Florida
$318K
TA
435
Tectonic Advisors
Texas
$313K
TC
436
TAGStone Capital
North Carolina
$312K
VR
437
Valued Retirements
Texas
$305K
MWM
438
Maripau Wealth Management
Indiana
$303K
GWM
439
GK Wealth Management
Nevada
$302K
IP
440
Ignite Planners
California
$302K
Neuberger Berman Group
441
Neuberger Berman Group
New York
$295K
BFG
442
Berger Financial Group
Minnesota
$294K
SI
443
Seeds Investor
New York
$292K
MF
444
Meridian Financial
Massachusetts
$289K
PNC Financial Services Group
445
PNC Financial Services Group
Pennsylvania
$285K
BIA
446
Bell Investment Advisors
California
$283K
PFPT
447
Pinnacle Financial Partners (Tennessee)
Tennessee
$278K
SFC
448
Strategic Financial Concepts
Texas
$277K
RFA
449
Resurgent Financial Advisors
Georgia
$273K
SFS
450
Sowell Financial Services
Arkansas
$271K