SPMO icon

Invesco S&P 500 Momentum ETF

563 hedge funds and large institutions have $6.95B invested in Invesco S&P 500 Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 268 increasing their positions, 133 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: $ → $

11% more funds holding in top 10

Funds holding in top 10: 4550 (+5)

22.45% less ownership

Funds ownership: 63.82%41.36% (-22%)

43% less call options, than puts

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

Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
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
AZ
101
Alpha Zero
Florida
$9.17M
CCFM
102
Clear Creek Financial Management
Washington
$9.16M
WIA
103
World Investment Advisors
California
$9.06M
ECML
104
Eagle Capital Management (Louisiana)
Louisiana
$8.74M
WWM
105
WJ Wealth Management
Arizona
$8.72M
Invesco
106
Invesco
Georgia
$8.71M
FS
107
Financially Speaking
Colorado
$8.67M
LFAS
108
Level Four Advisory Services
Texas
$8.49M
FPGK
109
Financial Partners Group (Kansas)
Kansas
$8.48M
Wellington Management Group
110
Wellington Management Group
Massachusetts
$8.44M
BIG
111
Brookwood Investment Group
Arizona
$8.42M
TA
112
Tactive Advisors
Florida
$8.31M
Envestnet Portfolio Solutions
113
Envestnet Portfolio Solutions
Illinois
$8.13M
CRI
114
Colonial River Investments
Virginia
$8.08M
HGWM
115
Horst & Graben Wealth Management
Oregon
$8.07M
PSCM
116
Per Stirling Capital Management
Texas
$7.98M
WIP
117
WealthCare Investment Partners
Rhode Island
$7.79M
FHC
118
First Heartland Consultants
Missouri
$7.64M
RFA
119
Rollins Financial Advisors
New York
$7.49M
PWA
120
Physician Wealth Advisors
Utah
$7.47M
NFG
121
Nations Financial Group
Iowa
$7.41M
VA
122
VestGen Advisors
Illinois
$7.33M
BCM
123
Berbice Capital Management
New York
$7.28M
KW
124
KWB Wealth
California
$7.25M
JWM
125
Jackson Wealth Management
Florida
$7.24M