Invesco S&P 500 Momentum ETF
SPMO
389 hedge funds and large institutions have $3.4B invested in Invesco S&P 500 Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 198 increasing their positions, 83 reducing their positions, and 41 closing their positions.
139% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 83
115% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 41
53% more funds holding in top 10
Funds holding in top 10: 17 → 26 (+9)
51% more call options, than puts
Call options by funds: $2.16M | Put options by funds: $1.43M
44% more capital invested
Capital invested by funds: $2.35B → $3.4B (+$1.05B)
11% more funds holding
Funds holding: 351 → 389 (+38)
1.68% more ownership
Funds ownership: 61.25% → 62.93% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$173M |
| 2 |
LPL Financial
San Diego,
California
|
+$137M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$85.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$48.2M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$43.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMG
Smart Money Group
Eastland,
Texas
|
-$24.5M |
| 2 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$16.3M |
| 3 |
FGA
Fortis Group Advisors
Westwood,
New Jersey
|
-$12.1M |
| 4 |
FIS
Fischer Investment Strategies
Westlake Village,
California
|
-$11.9M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$10.9M |
SPMO Hedge Fund Activity: Q1 2025 in Review
389 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q1 2025, worth a combined $3.4B — up 44% from $2.35B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new SPMO positions and 41 closed out — a net gain of 47 holders — while 198 added to existing stakes and 83 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $173M. The largest seller was Smart Money Group, cutting an estimated $24.5M.
- 389 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q1 2025, up from 351 in Q4 2024.
- Funds reported $3.4B of Invesco S&P 500 Momentum ETF stock for Q1 2025, up 44% quarter-over-quarter.
- 88 funds opened new Invesco S&P 500 Momentum ETF positions in Q1 2025 and 41 closed out, a net change of +47 holders.
- The largest Invesco S&P 500 Momentum ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $173M added.
- The largest Invesco S&P 500 Momentum ETF seller in Q1 2025 was Smart Money Group, an estimated $24.5M sold.
Based on aggregated 13F filings for Q1 2025.