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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
BWMG
301
Barnes Wealth Management Group
California
$711K +$208K +2,083 +49%
QCM
302
Quantinno Capital Management
New York
$705K +$626K +6,267 New
RIP
303
RAM Investment Partners
Washington
$691K
SPI
304
Sutton Place Investors
New York
$677K +$10.9K +109 +2%
O3W
305
Omni 360 Wealth
New Jersey
$667K +$84.2K +843 +17%
REMPR
306
Roof Eidam Maycock Peralta (REMP)
California
$661K +$586K +5,875 New
LA
307
Lifeworks Advisors
Michigan
$656K +$305K +3,059 +110%
CWA
308
Clearview Wealth Advisors
Oregon
$655K +$5.69K +57 +1%
TWM
309
Trinity Wealth Management
Pennsylvania
$636K +$282K +2,827 +100%
SA
310
Sovran Advisors
California
$628K -$451K -4,517 -44%
VCM
311
Virtue Capital Management
Tennessee
$623K +$184K +1,847 +50%
TSMHT
312
Thurston Springer Miller Herd & Titak
Indiana
$616K -$1.38M -13,856 -72%
IA
313
IFP Advisors
Florida
$615K +$498K +4,992 +1,040%
EFG
314
Elios Financial Group
Ohio
$605K +$537K +5,376 New
EWA
315
Emergent Wealth Advisors
New York
$584K +$10.7K +107 +2%
BFA
316
Beacon Financial Advisory
Ohio
$582K +$62K +621 +14%
SHIM
317
Stone House Investment Management
Pennsylvania
$577K +$349K +3,491 +213%
CI
318
CPR Investments
Michigan
$577K +$512K +5,133 New
VCP
319
Verus Capital Partners
Arizona
$575K +$218K +2,185 +75%
HFA
320
Hershey Financial Advisers
Pennsylvania
$562K +$499K +4,995 New
WCM
321
WealthTrak Capital Management
Virginia
$549K +$57.1K +572 +13%
GWSG
322
GPS Wealth Strategies Group
Colorado
$541K +$480K +4,809 New
SAW
323
Signal Advisors Wealth
Michigan
$535K +$475K +4,758 New
Fidelity Investments
324
Fidelity Investments
Massachusetts
$534K -$4.29K -43 -0.9%
OSAM
325
O'Shaughnessy Asset Management
Connecticut
$528K +$387K +3,873 +469%

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.