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.

New
Increased
Maintained
Reduced
Closed
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 %
TWP
101
Tempus Wealth Planning
California
$3.91M +$289K +3,124 +8%
DC
102
Darrow Company
Massachusetts
$3.89M +$3.89M +42,011 New
Jones Financial Companies
103
Jones Financial Companies
Missouri
$3.88M +$3.88M +42,088 New
NWM
104
Nova Wealth Management
Florida
$3.84M +$559K +6,042 +17%
BWA
105
Burt Wealth Advisors
Maryland
$3.81M – – –
GVAG
106
Great Valley Advisor Group
Delaware
$3.76M +$318K +3,435 +9%
T
107
Tidemark
California
$3.76M +$332K +3,590 +10%
Jane Street
108
Jane Street
New York
$3.74M +$2.9M +31,344 +347%
IIA
109
Integrity Investment Advisors
Colorado
$3.65M +$3.65M +39,449 New
WIA
110
Wetzel Investment Advisors
Indiana
$3.61M +$18.8K +203 +0.5%
IWC
111
Integrated Wealth Concepts
Massachusetts
$3.6M +$368K +3,976 +11%
FP
112
Fiduciary Planning
Florida
$3.59M +$1.62M +17,458 +82%
TWP
113
Triad Wealth Partners
Kansas
$3.54M +$508K +5,488 +17%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$3.49M -$582K -6,293 -14%
MF
115
Manchester Financial
California
$3.43M +$2.03M +21,919 +145%
LAS
116
LWM Advisory Services
Florida
$3.34M +$102K +1,104 +3%
BCMIO
117
Beacon Capital Management Inc (Ohio)
Ohio
$3.34M -$733K -6,988 -18%
FAIM
118
Financial Advocates Investment Management
Washington
$3.19M -$514K -5,550 -14%
AC
119
AIFG Consultants
New York
$3.12M +$66.8K +722 +2%
WPW
120
Watershed Private Wealth
Illinois
$3.01M -$1.86M -20,120 -38%
KIM
121
Kane Investment Management
California
$3M +$1.51M +16,282 +101%
MA
122
MAS Advisors
Florida
$2.83M +$841K +9,088 +42%
CAM
123
Cobblestone Asset Management
Virginia
$2.75M +$2.75M +29,681 New
MFG
124
Merit Financial Group
Georgia
$2.73M +$2.15M +23,276 +375%
TWM
125
TSA Wealth Management
Texas
$2.72M -$324K -3,498 -11%
3 4
5
6 7