SPMO icon

Invesco S&P 500 Momentum ETF
SPMO

Overview Fund Activity

466 hedge funds and large institutions have $5.84B invested in Invesco S&P 500 Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 233 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+84
Holders Change %
+21.99%
% of All Funds
6.25%
Holding in Top 10
42
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+61.54%
% of All Funds
0.56%
New
118
Increased
233
Reduced
93
Closed
30
Calls
$10.2M
Puts
$1.55M
Net Calls
+$8.64M
Net Calls Change
+$7.91M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$918M
2
LPL Financial
LPL Financial
California
$601M
3
MCM
Mainstay Capital Management
Michigan
$296M
4
Morgan Stanley
Morgan Stanley
New York
$200M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$276M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.78M
2
UBS Group
UBS Group
Switzerland
$30.8M
3
OCM
One Capital Management
California
$15.3M
4
TC
Trilogy Capital
California
$15.3M
5
UWM
USAdvisors Wealth Management
Minnesota
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
201
D.E. Shaw & Co
New York
$2.23M +$2.23M +19,796 New
SPAS
202
Spectrum Planning & Advisory Services
California
$2.18M -$246K -2,188 -10%
GLA
203
Good Life Advisors
Pennsylvania
$2.14M +$1.2M +10,645 +126%
CAS
204
Coppell Advisory Solutions
Texas
$2.12M +$2.12M +18,926 New
AR
205
Apeiron RIA
Texas
$2.11M +$142K +1,259 +7%
OIM
206
Orca Investment Management
Oregon
$2.11M -$240K -2,132 -10%
BWP
207
Balboa Wealth Partners
Arizona
$2.06M +$2.06M +18,350 New
FIM
208
Freedom Investment Management
Connecticut
$2.04M +$19.1K +170 +0.9%
TWM
209
Tradition Wealth Management
Minnesota
$2.04M +$10.6K +94 +0.5%
SG
210
StoneX Group
New York
$2.02M +$428K +3,807 +27%
LIM
211
Leavell Investment Management
Alabama
$1.96M +$580K +5,156 +42%
OAS
212
Optivise Advisory Services
Tennessee
$1.92M +$1.92M +17,100 New
UWM
213
USAdvisors Wealth Management
Minnesota
$1.92M -$23.6M -209,498 -92%
RA
214
RFG Advisory
Alabama
$1.91M +$1.54M +13,671 +408%
AWE
215
Avidian Wealth Enterprises
Texas
$1.91M -$40.9K -364 -2%
FPAS
216
Focus Partners Advisor Solutions
Missouri
$1.91M -$100K -892 -5%
LWA
217
Lifelong Wealth Advisors
Minnesota
$1.89M +$106K +941 +6%
CFD
218
Creative Financial Designs
Indiana
$1.89M +$276K +2,457 +17%
DAS
219
Dynamic Advisor Solutions
Arizona
$1.84M +$390K +3,471 +27%
GWP
220
Gen-Wealth Partners
Michigan
$1.83M +$19K +169 +1%
RWP
221
RWA Wealth Partners
Massachusetts
$1.77M +$823K +7,318 +87%
AWA
222
Arkadios Wealth Advisors
Georgia
$1.76M +$196K +1,743 +13%
AFO
223
Arrowroot Family Office
California
$1.74M +$1.74M +15,429 New
BWA
224
BlueChip Wealth Advisors
Georgia
$1.73M +$96.1K +854 +6%
HIS
225
Horizon Investment Services
Indiana
$1.73M +$212K +1,885 +14%
7 8
9
10 11