We are live on ! Find out more
SPMO icon

Invesco S&P 500 Momentum ETF

572 hedge funds and large institutions have $7.02B invested in Invesco S&P 500 Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 273 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 32

105% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 133

21% more funds holding

Funds holding: 474572 (+98)

18% more capital invested

Capital invested by funds: $5.93B → $7.02B (+$1.09B)

16% more funds holding in top 10

Funds holding in top 10: 4552 (+7)

22.12% less ownership

Funds ownership: 63.89%41.77% (-22%)

43% less call options, than puts

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

Holders
572
Holders Change
+98
Holders Change %
+20.68%
% of All Funds
7.51%
Holding in Top 10
52
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.56%
% of All Funds
0.68%
New
140
Increased
273
Reduced
133
Closed
32
Calls
$15M
Puts
$26.5M
Net Calls
-$11.5M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
176
Kingsview Wealth Management
Oregon
$4.45M +$1.62M +13,911 +61%
PFA
177
Peak Financial Advisors
Colorado
$4.44M +$296K +2,537 +7%
CF
178
Convergence Financial
Missouri
$4.33M -$136K -1,165 -3%
LFS
179
Legacy Financial Strategies
Kansas
$4.27M +$4.11M +35,262 New
TFM
180
Trademark Financial Management
Minnesota
$4.21M +$3.68M +31,585 +991%
JWM
181
JPL Wealth Management
Colorado
$4.17M +$4.02M +34,468 New
FFA
182
Farther Finance Advisors
California
$4.07M +$3.38M +29,000 +627%
AF
183
Allworth Financial
California
$4.04M +$735K +6,309 +23%
OC
184
Oppenheimer & Co
New York
$3.99M -$2.27M -19,461 -37%
PC
185
Payne Capital
Oregon
$3.97M +$3.82M +32,799 New
KAS
186
Kestra Advisory Services
Texas
$3.83M +$829K +7,119 +29%
WAOI
187
Wealth Advisors of Iowa
Iowa
$3.76M +$3.62M +31,069 New
BCMIO
188
Beacon Capital Management Inc (Ohio)
Ohio
$3.71M -$101K -865 -3%
SWP
189
Sagespring Wealth Partners
Tennessee
$3.7M +$394K +3,381 +12%
SG
190
StoneX Group
New York
$3.66M +$1.43M +12,253 +68%
FAIM
191
Financial Advocates Investment Management
Washington
$3.65M -$554K -4,759 -14%
AC
192
AIFG Consultants
New York
$3.63M -$294K -2,524 -8%
FFN
193
Focus Financial Network
Minnesota
$3.63M +$66K +567 +2%
PG
194
Prostatis Group
Maryland
$3.61M +$709K +6,084 +26%
KIM
195
Kane Investment Management
California
$3.55M +$18.8K +161 +0.6%
WPW
196
Watershed Private Wealth
Illinois
$3.53M -$244K -2,096 -7%
MW
197
Maia Wealth
Colorado
$3.52M +$121K +1,035 +4%
VPP
198
Vertex Planning Partners
Illinois
$3.49M +$36.3K +312 +1%
EWM
199
Endowment Wealth Management
Wisconsin
$3.47M +$266K +2,280 +9%
OFS
200
OneAscent Financial Services
Alabama
$3.45M +$3.32M +28,464 New