SPMO icon

Invesco S&P 500 Momentum ETF
SPMO

Overview Fund Activity

463 hedge funds and large institutions have $5.84B invested in Invesco S&P 500 Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 233 increasing their positions, 92 reducing their positions, and 29 closing their positions.

Holders
463
Holders Change
+81
Holders Change %
+21.2%
% of All Funds
6.22%
Holding in Top 10
42
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+61.54%
% of All Funds
0.56%
New
116
Increased
233
Reduced
92
Closed
29
Calls
$10.2M
Puts
$1.55M
Net Calls
+$8.64M
Net Calls Change
+$7.91M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$918M
2
LPL Financial
2
LPL Financial
California
$601M
3
MCM
3
Mainstay Capital Management
Michigan
$296M
4
Morgan Stanley
4
Morgan Stanley
New York
$200M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$276M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$2.78M
2
UBS Group
2
UBS Group
Switzerland
$30.8M
3
OCM
3
One Capital Management
California
$15.3M
4
TC
4
Trilogy Capital
California
$15.3M
5
UWM
5
USAdvisors Wealth Management
Minnesota
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
MA
76
Mutual Advisors
Nebraska
$10.2M 88,561 +71,240 +411%
PWM
77
Perigon Wealth Management
California
$9.35M 83,168 +11,965 +17%
SO
78
Sierra Ocean
California
$9.2M 81,799 +8,055 +11%
CIAS
79
CFS Investment Advisory Services
New Jersey
$9.07M 80,634 -530 -0.7%
CCFM
80
Clear Creek Financial Management
Washington
$9.03M 80,248 +4,857 +6%
AWS
81
Atria Wealth Solutions
New York
$8.92M 79,320 -16,787 -17%
WWM
82
WJ Wealth Management
Arizona
$8.8M 78,242 -10,437 -12%
Invesco
83
Invesco
Georgia
$8.56M 76,100 +23,223 +44%
AWM
84
Able Wealth Management
New Jersey
$8.41M 74,796 +6,426 +9%
Truist Financial
85
Truist Financial
North Carolina
$8.4M 74,686 +9,959 +15%
CWA
86
Centennial Wealth Advisory
Michigan
$8.19M 73,986 +5,735 +8%
MF
87
Manchester Financial
California
$8.15M 72,492 +35,450 +96%
CFS
88
Compass Financial Services
Iowa
$7.83M 69,651 +68,885 +8,993%
Jones Financial Companies
89
Jones Financial Companies
Missouri
$7.81M 69,853 +27,765 +66%
TWP
90
Tempus Wealth Planning
California
$7.69M 68,406 +26,203 +62%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$7.59M 67,517 -91,275 -57%
SWM
92
StoneCrest Wealth Management
Arizona
$7.58M 67,427 +5,227 +8%
HGWM
93
Horst & Graben Wealth Management
Oregon
$7.49M 66,581 +3,040 +5%
SPIA
94
Steward Partners Investment Advisory
New York
$7.37M 65,494 -2,167 -3%
FPGK
95
Financial Partners Group (Kansas)
Kansas
$7.26M 64,509 +6,582 +11%
BRWA
96
B. Riley Wealth Advisors
Florida
$7.06M 62,728 +62,728 New
PWA
97
Physician Wealth Advisors
Utah
$7M 62,266 +183 +0.3%
CRI
98
Colonial River Investments
Virginia
$6.88M 61,221 +8,761 +17%
GRP
99
Global Retirement Partners
California
$6.77M 60,206 +60,206 New
WIP
100
WealthCare Investment Partners
Rhode Island
$6.71M 59,654 +7,090 +13%
2 3
4
5 6