SPMO icon

Invesco S&P 500 Momentum ETF
SPMO

Overview Fund Activity

382 hedge funds and large institutions have $3.38B invested in Invesco S&P 500 Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 195 increasing their positions, 81 reducing their positions, and 40 closing their positions.

Holders
382
Holders Change
+35
Holders Change %
+10.09%
% of All Funds
5.19%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.35%
New
86
Increased
195
Reduced
81
Closed
40
Calls
$2.16M
Puts
$1.43M
Net Calls
+$726K
Net Calls Change
+$774K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$557M
2
LPL Financial
2
LPL Financial
California
$331M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$122M
4
UBS Group
4
UBS Group
Switzerland
$57M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$40.7M

Top Sellers

1
SMG
1
Smart Money Group
Texas
$492K
2
AWE
2
Avidian Wealth Enterprises
Texas
$1.6M
3
FGA
3
Fortis Group Advisors
New Jersey
$15.3M
4
FIS
4
Fischer Investment Strategies
California
$1.69M
5
IAA
5
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$5.99M +$4.8M +51,843 +402%
HGWM
77
Horst & Graben Wealth Management
Oregon
$5.88M +$273K +2,952 +5%
SWM
78
StoneCrest Wealth Management
Arizona
$5.76M +$45.8K +495 +0.8%
PWA
79
Physician Wealth Advisors
Utah
$5.74M +$158K +1,704 +3%
Citadel Advisors
80
Citadel Advisors
Florida
$5.73M +$1.29M +13,919 +29%
Tudor Investment Corp
81
Tudor Investment Corp
Connecticut
$5.73M +$5.5M +59,461 +2,439%
KW
82
KWB Wealth
California
$5.67M +$5.67M +59,714 New
AWM
83
Axxcess Wealth Management
California
$5.55M +$1.41M +15,229 +34%
EL
84
EWA LLC
Pennsylvania
$5.46M +$407K +4,397 +8%
FPGK
85
Financial Partners Group (Kansas)
Kansas
$5.36M +$4.67M +50,497 +680%
Mariner
86
Mariner
Kansas
$5.23M +$500K +5,408 +11%
PWA
87
Primoris Wealth Advisors
Florida
$5.17M +$4.88M +52,771 +1,702%
SFS
88
Security Financial Services
Indiana
$5.04M +$14.7K +159 +0.3%
Invesco
89
Invesco
Georgia
$4.89M +$370 +4 +0%
CRI
90
Colonial River Investments
Virginia
$4.85M +$2.18M +23,509 +81%
SP
91
Stonebrook Private
Michigan
$4.79M +$71.1K +768 +2%
VA
92
VestGen Advisors
Illinois
$4.72M +$4.72M +51,020 New
OWA
93
One Wealth Advisors
California
$4.64M -$222K -2,404 -5%
WIP
94
WealthCare Investment Partners
Rhode Island
$4.52M +$1.27M +14,753 +39%
VWM
95
Vigilare Wealth Management
Arizona
$4.41M +$4.41M +47,624 New
PFA
96
Professional Financial Advisors
Nebraska
$4.39M -$62.9K -680 -1%
NA
97
NewEdge Advisors
Louisiana
$4.12M -$1.43M -15,428 -26%
CSWG
98
Cardinal Strategic Wealth Guidance
Kentucky
$4.05M +$618K +6,681 +18%
AWM
99
AE Wealth Management
Kansas
$3.98M +$561K +6,067 +16%
DA
100
Detalus Advisors
Missouri
$3.94M +$188K +2,033 +5%
2 3
4
5 6