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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
TGAM
276
TBH Global Asset Management
Tennessee
$1.02M -$8.79K -88 -1%
CF
277
Cyr Financial
Illinois
$1M -$83.2K -833 -9%
GFG
278
Goldstone Financial Group
Illinois
$999K +$630K +6,306 +245%
HF
279
HRT Financial
New York
$989K -$658K -6,587 -43%
RBFC
280
Roman Butler Fullerton & Co
Missouri
$971K +$843K +8,442 New
UAG
281
United Advisor Group
Ohio
$952K +$536K +5,371 +174%
SSW
282
Smith Shellnut Wilson
Mississippi
$915K +$424K +4,252 +109%
TAM
283
TCP Asset Management
Ohio
$898K
IWM
284
Iams Wealth Management
Nebraska
$892K +$791K +7,928 New
FA
285
Fiduciary Alliance
South Carolina
$887K +$787K +7,885 New
CAG
286
Csenge Advisory Group
Florida
$884K +$154K +1,544 +23%
SB
287
Strategic Blueprint
Georgia
$880K -$30K -301 -4%
WP
288
WealthPLAN Partners
Nebraska
$878K +$18.4K +184 +2%
WFS
289
WealthGarden F.S.
California
$867K -$42.1K -422 -5%
SAM
290
Smartleaf Asset Management
Massachusetts
$823K +$622K +6,234 +555%
CA
291
Calton & Associates
Florida
$782K +$694K +6,954 New
CPL
292
CAP Partners LLC
Tennessee
$777K +$42.8K +429 +7%
PSCM
293
Per Stirling Capital Management
Texas
$767K +$6.99K +70 +1%
ETC
294
Exchange Traded Concepts
Oklahoma
$756K +$671K +6,718 New
SAM
295
Synergy Asset Management
Washington
$737K +$124K +1,244 +23%
NCM
296
Northwest Capital Management
Oregon
$730K -$834K -8,358 -56%
MWA
297
Merkkuri Wealth Advisors
New York
$729K +$189K +1,897 +41%
TL
298
Tradewinds LLC
North Carolina
$729K +$647K +6,480 New
PFS
299
Prospera Financial Services
Texas
$728K +$646K +6,469 New
TCWA
300
Turtle Creek Wealth Advisors
Texas
$716K +$636K +6,370 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.