SPMO icon

Invesco S&P 500 Momentum ETF

563 hedge funds and large institutions have $6.93B invested in Invesco S&P 500 Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 267 increasing their positions, 134 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)

22.56% less ownership

Funds ownership: 63.82%41.26% (-23%)

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
TFM
176
Trademark Financial Management
Minnesota
$4.21M
JWM
177
JPL Wealth Management
Colorado
$4.17M
FFA
178
Farther Finance Advisors
California
$4.07M
AF
179
Allworth Financial
California
$4.04M
OC
180
Oppenheimer & Co
New York
$3.99M
PC
181
Payne Capital
Oregon
$3.97M
KAS
182
Kestra Advisory Services
Texas
$3.83M
WAOI
183
Wealth Advisors of Iowa
Iowa
$3.76M
BCMIO
184
Beacon Capital Management Inc (Ohio)
Ohio
$3.71M
SWP
185
Sagespring Wealth Partners
Tennessee
$3.7M
SG
186
StoneX Group
New York
$3.66M
FAIM
187
Financial Advocates Investment Management
Washington
$3.65M
AC
188
AIFG Consultants
New York
$3.63M
FFN
189
Focus Financial Network
Minnesota
$3.63M
PG
190
Prostatis Group
Maryland
$3.61M
KIM
191
Kane Investment Management
California
$3.55M
WPW
192
Watershed Private Wealth
Illinois
$3.53M
MW
193
Maia Wealth
Colorado
$3.52M
VPP
194
Vertex Planning Partners
Illinois
$3.49M
EWM
195
Endowment Wealth Management
Wisconsin
$3.47M
OFS
196
OneAscent Financial Services
Alabama
$3.45M
AA
197
ArborFi Advisors
Michigan
$3.4M
FPAS
198
Focus Partners Advisor Solutions
Missouri
$3.39M
TWM
199
TSA Wealth Management
Texas
$3.38M
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
$3.37M