SPMO icon

Invesco S&P 500 Momentum ETF

556 hedge funds and large institutions have $6.76B invested in Invesco S&P 500 Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 263 increasing their positions, 132 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: $ → $

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

23.41% less ownership

Funds ownership: 63.6%40.19% (-23%)

43% less call options, than puts

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

Holders
556
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
$15M
Puts
$26.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
501
Richardson Financial Services
Massachusetts
$70.9K
GEA
502
Glen Eagle Advisors
New Jersey
$69K
TCM
503
Triumph Capital Management
Colorado
$68.3K
EWA
504
EverSource Wealth Advisors
Alabama
$68.2K
DWA
505
Delos Wealth Advisors
Texas
$66.7K
LWMI
506
Legacy Wealth Management (Idaho)
Idaho
$66.2K
BF
507
BOK Financial
Oklahoma
$65.1K
WANY
508
Wealthspire Advisors (New York)
New York
$63.8K
FDW
509
Fourth Dimension Wealth
Ohio
$60.5K
OWP
510
ORG Wealth Partners
Texas
$52.2K
CIAS
511
Capital Investment Advisory Services
North Carolina
$51K
MCM
512
MAI Capital Management
Ohio
$50.2K
BWM
513
Bernard Wealth Management
Michigan
$44.8K
CCM
514
Chilton Capital Management
Texas
$41.9K
RF
515
Rossby Financial
Florida
$40.3K
GIA
516
GHP Investment Advisors
Colorado
$39.4K
SL
517
Salomon & Ludwin
Virginia
$36.6K
AG
518
AmeriFlex Group
Nevada
$35.6K
MSFP
519
Mark Sheptoff Financial Planning
Connecticut
$33.9K
DF
520
Dunhill Financial
United Kingdom
$33.2K
NS
521
NBC Securities
Alabama
$32.9K
PSFG
522
Park Square Financial Group
Georgia
$32.3K
BTI
523
Blue Trust Inc
Georgia
$31.5K
Belvedere Trading
524
Belvedere Trading
Illinois
$30.9K
TFG
525
Team Financial Group
California
$27.2K