We are live on ! Find out more
SPMO icon

Invesco S&P 500 Momentum ETF

648 hedge funds and large institutions have $6.46B invested in Invesco S&P 500 Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 339 increasing their positions, 173 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $33.5M | Put options by funds: $12M

96% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 173

31% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 65

1% more funds holding

Funds holding: 644648 (+4)

3.26% less ownership

Funds ownership: 53.69%50.43% (-3.3%)

9% less capital invested

Capital invested by funds: $7.11B → $6.46B (-$654M)

24% less funds holding in top 10

Funds holding in top 10: 6751 (-16)

Holders
648
Holders Change
+4
Holders Change %
+0.62%
% of All Funds
7.98%
Holding in Top 10
51
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-23.88%
% of All Funds
0.63%
New
85
Increased
339
Reduced
173
Closed
65
Calls
$33.5M
Puts
$12M
Net Calls
+$21.5M
Net Calls Change
+$19.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
76
Ameriprise
Minnesota
$14.1M +$14.5M +122,978 +4,457%
SF
77
Summit Financial
New Jersey
$13.4M +$1.5M +12,673 +12%
MAC
78
Mason & Associates (California)
California
$13.2M +$298K +2,525 +2%
FGA
79
Fortis Group Advisors
New Jersey
$12.9M -$4.54M -38,376 -28%
DAS
80
Dynamic Advisor Solutions
Arizona
$12.8M +$953K +8,064 +8%
CPIG
81
Chicago Partners Investment Group
Illinois
$12.7M +$274K +2,318 +2%
FPAS
82
Focus Partners Advisor Solutions
Missouri
$12.5M +$9.86M +83,415 +297%
Truist Financial
83
Truist Financial
North Carolina
$12.4M +$94.7K +801 +0.7%
GRWP
84
Green Ridge Wealth Planning
New Jersey
$11.8M -$1.06M -8,941 -8%
PWA
85
Physician Wealth Advisors
Utah
$11.7M +$664K +5,616 +6%
AWM
86
AE Wealth Management
Kansas
$11.5M +$3.74M +31,645 +44%
LAM
87
Lifestyle Asset Management
Texas
$11.4M +$1.38M +11,653 +13%
CIA
88
Concurrent Investment Advisors
Florida
$11M -$7.6M -64,310 -40%
AWE
89
Avidian Wealth Enterprises
Texas
$10.9M +$9.03M +76,392 +371%
AZ
90
Alpha Zero
Florida
$10.7M +$684K +5,789 +6%
CCFM
91
Clear Creek Financial Management
Washington
$10.4M -$731K -6,187 -6%
SWM
92
StoneCrest Wealth Management
Arizona
$10.4M +$159K +1,346 +1%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$10.3M +$3.9K +33 +0%
OWG
94
Oxford Wealth Group
Florida
$10.1M -$9.36M -79,200 -47%
SP
95
Stonebrook Private
Michigan
$10M +$40.1K +339 +0.4%
HI
96
Harbour Investments
Wisconsin
$9.99M -$2.23M -18,884 -17%
CFS
97
Compass Financial Services
Iowa
$9.91M +$415K +3,508 +4%
LFAS
98
Level Four Advisory Services
Texas
$9.77M +$981K +8,302 +11%
AWM
99
Able Wealth Management
New Jersey
$9.77M -$3.92M -33,208 -28%
EFG
100
Ethos Financial Group
Pennsylvania
$9.66M -$118K -998 -1%