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Invesco S&P 500 Momentum ETF

474 hedge funds and large institutions have $5.93B invested in Invesco S&P 500 Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 240 increasing their positions, 92 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

557% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $1.55M

272% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 32

161% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 92

75% more capital invested

Capital invested by funds: $3.4B → $5.93B (+$2.54B)

73% more funds holding in top 10

Funds holding in top 10: 2645 (+19)

22% more funds holding

Funds holding: 389474 (+85)

0.96% more ownership

Funds ownership: 62.93%63.89% (+0.96%)

Holders
474
Holders Change
+85
Holders Change %
+21.85%
% of All Funds
6.24%
Holding in Top 10
45
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+73.08%
% of All Funds
0.59%
New
119
Increased
240
Reduced
92
Closed
32
Calls
$10.2M
Puts
$1.55M
Net Calls
+$8.64M
Net Calls Change
+$7.91M
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
226
RWA Wealth Partners
Massachusetts
$1.77M +$731K +7,318 +87%
AWA
227
Arkadios Wealth Advisors
Georgia
$1.76M +$174K +1,743 +13%
AFO
228
Arrowroot Family Office
California
$1.74M +$1.54M +15,429 New
BWA
229
BlueChip Wealth Advisors
Georgia
$1.73M +$85.3K +854 +6%
HIS
230
Horizon Investment Services
Indiana
$1.73M +$188K +1,885 +14%
WCG
231
Weaver Consulting Group
California
$1.68M +$378K +3,784 +34%
AFG
232
Atomi Financial Group
New York
$1.67M +$323K +3,240 +28%
AG
233
AmeriFlex Group
Nevada
$1.62M +$118K +1,182 +9%
SSWM
234
Strait & Sound Wealth Management
California
$1.61M +$9.38K +94 +0.7%
PA
235
PFG Advisors
Arizona
$1.61M +$203K +2,032 +17%
FRA
236
FFG Retirement Advisors
Colorado
$1.57M +$56.9K +570 +4%
BAWC
237
Boyce & Associates Wealth Consulting
Texas
$1.55M +$1.37M +13,760 New
RWIA
238
Roger Wittlin Investment Advisory
California
$1.48M +$1.31M +13,172 New
PI
239
Pachira Investments
California
$1.45M +$1.29M +12,918 New
BAM
240
Belpointe Asset Management
Nevada
$1.45M -$135K -1,357 -10%
CWM
241
Cornerstone Wealth Management
Missouri
$1.45M +$230K +2,305 +22%
JWCA
242
J.W. Cole Advisors
Florida
$1.45M +$582K +5,834 +83%
KV
243
Kickstand Ventures
New York
$1.39M +$152K +1,520 +14%
ASN
244
Advisory Services Network
Georgia
$1.38M +$404K +4,047 +51%
BCM
245
Brookstone Capital Management
Illinois
$1.35M +$710K +7,114 +144%
MOS
246
MGO One Seven
Ohio
$1.35M +$288K +2,888 +32%
TF
247
Theory Financial
Colorado
$1.32M +$8.49K +85 +0.7%
SW
248
SteelPeak Wealth
California
$1.32M +$819K +8,205 +234%
SMAM
249
Sugar Maple Asset Management
Wisconsin
$1.29M +$1.15M +11,495 New
WMA
250
Wealth Management Associates
New Jersey
$1.29M +$1.15M +11,477 New

SPMO Hedge Fund Activity: Q2 2025 in Review

474 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q2 2025, worth a combined $5.93B — up 75% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new SPMO positions and 32 closed out — a net gain of 87 holders — while 240 added to existing stakes and 92 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $215M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $41.5M.

  • 474 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q2 2025, up from 389 in Q1 2025.
  • Funds reported $5.93B of Invesco S&P 500 Momentum ETF stock for Q2 2025, up 75% quarter-over-quarter.
  • 119 funds opened new Invesco S&P 500 Momentum ETF positions in Q2 2025 and 32 closed out, a net change of +87 holders.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $215M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q2 2025 was BNP Paribas Financial Markets, an estimated $41.5M sold.

Based on aggregated 13F filings for Q2 2025.