We are live on ! Find out more
SPMO icon

Invesco S&P 500 Momentum ETF

572 hedge funds and large institutions have $7.02B invested in Invesco S&P 500 Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 273 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 32

105% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 133

21% more funds holding

Funds holding: 474572 (+98)

18% more capital invested

Capital invested by funds: $5.93B → $7.02B (+$1.09B)

16% more funds holding in top 10

Funds holding in top 10: 4552 (+7)

22.12% less ownership

Funds ownership: 63.89%41.77% (-22%)

43% less call options, than puts

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

Holders
572
Holders Change
+98
Holders Change %
+20.68%
% of All Funds
7.51%
Holding in Top 10
52
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.56%
% of All Funds
0.68%
New
140
Increased
273
Reduced
133
Closed
32
Calls
$15M
Puts
$26.5M
Net Calls
-$11.5M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EH
26
Equitable Holdings
New York
$52.9M +$11.3M +97,259 +29%
RWA
27
Redhawk Wealth Advisors
Minnesota
$50.5M -$2.68M -22,967 -5%
BCI
28
Brinker Capital Investments
Pennsylvania
$46.6M -$69.2M -593,850 -61%
FIC
29
Family Investment Center
Missouri
$44.8M -$6.23M -53,490 -13%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$40.9M +$6.62M +56,867 +20%
UBS Group
31
UBS Group
Switzerland
$38.7M +$5.33M +45,785 +17%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$38.2M +$6.8M +58,335 +23%
PWP
33
Perfromance Wealth Partners
Illinois
$37.9M +$11.4M +97,653 +45%
TPCW
34
TD Private Client Wealth
New York
$35.9M +$28.4M +243,759 +461%
I
35
INVST
Indiana
$34.1M +$15.7M +134,973 +92%
Mariner
36
Mariner
Kansas
$33.9M +$10.4M +89,236 +47%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$31.2M +$22.1M +189,968 +281%
FIS
38
Fischer Investment Strategies
California
$30.8M +$18M +154,557 +155%
TF
39
Tompkins Financial
New York
$30.5M +$29.3M +251,714 New
MWM
40
Meridian Wealth Management
Kentucky
$29.5M +$23.3M +200,439 +465%
HighTower Advisors
41
HighTower Advisors
Illinois
$29.5M +$8.5M +72,935 +43%
KA
42
Kovack Advisors
Florida
$28.8M +$13.5M +116,315 +96%
RW
43
RVW Wealth
California
$28.6M +$1.15M +9,872 +4%
Stifel Financial
44
Stifel Financial
Missouri
$28.3M +$3.22M +27,663 +13%
FGA
45
Fortis Group Advisors
New Jersey
$28.1M +$1.34M +11,511 +5%
HAS
46
HBW Advisory Services
California
$27.8M +$1.23M +10,530 +5%
ACM
47
Advance Capital Management
Michigan
$27.4M +$23M +197,349 +684%
IWS
48
Insight Wealth Strategies
California
$26.6M -$152K -1,306 -0.6%
TWM
49
Triton Wealth Management
Arizona
$26.1M +$1.49M +12,807 +6%
Marshall Wace
50
Marshall Wace
United Kingdom
$25.8M +$12.5M +107,061 +101%