SPMO icon

Invesco S&P 500 Momentum ETF

567 hedge funds and large institutions have $7B invested in Invesco S&P 500 Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 270 increasing their positions, 133 reducing their positions, and 32 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: $ → $

16% more funds holding in top 10

Funds holding in top 10: 4552 (+7)

22.15% less ownership

Funds ownership: 63.82%41.67% (-22%)

43% less call options, than puts

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

Holders
567
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
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
CF
176
Convergence Financial
Missouri
$4.33M
LFS
177
Legacy Financial Strategies
Kansas
$4.27M
TFM
178
Trademark Financial Management
Minnesota
$4.21M
JWM
179
JPL Wealth Management
Colorado
$4.17M
FFA
180
Farther Finance Advisors
California
$4.07M
AF
181
Allworth Financial
California
$4.04M
OC
182
Oppenheimer & Co
New York
$3.99M
PC
183
Payne Capital
Oregon
$3.97M
KAS
184
Kestra Advisory Services
Texas
$3.83M
WAOI
185
Wealth Advisors of Iowa
Iowa
$3.76M
BCMIO
186
Beacon Capital Management Inc (Ohio)
Ohio
$3.71M
SWP
187
Sagespring Wealth Partners
Tennessee
$3.7M
SG
188
StoneX Group
New York
$3.66M
FAIM
189
Financial Advocates Investment Management
Washington
$3.65M
AC
190
AIFG Consultants
New York
$3.63M
FFN
191
Focus Financial Network
Minnesota
$3.63M
PG
192
Prostatis Group
Maryland
$3.61M
KIM
193
Kane Investment Management
California
$3.55M
WPW
194
Watershed Private Wealth
Illinois
$3.53M
MW
195
Maia Wealth
Colorado
$3.52M
VPP
196
Vertex Planning Partners
Illinois
$3.49M
EWM
197
Endowment Wealth Management
Wisconsin
$3.47M
OFS
198
OneAscent Financial Services
Alabama
$3.45M
AA
199
ArborFi Advisors
Michigan
$3.4M
FPAS
200
Focus Partners Advisor Solutions
Missouri
$3.39M