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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
ACM
351
Absolute Capital Management
Pennsylvania
$432K +$74.1K +742 +24%
WEG
352
World Equity Group
Illinois
$432K -$470K -4,705 -55%
RIP
353
Reliant Investment Partners
North Carolina
$430K +$381K +3,819 New
SP
354
Sequent Planning
Nebraska
$423K +$13.2K +132 +4%
PTC
355
Private Trust Company
Ohio
$418K -$138K -1,379 -27%
MA
356
MKT Advisors
California
$395K +$13.5K +135 +4%
Ameriprise
357
Ameriprise
Minnesota
$393K -$29.6K -297 -8%
LSA
358
Lion Street Advisors
Texas
$387K -$4.59K -46 -1%
CCG
359
Catalina Capital Group
California
$382K -$599 -6 -0.2%
IAN
360
Integrated Advisors Network
Texas
$380K +$30.2K +303 +10%
MCA
361
MSH Capital Advisors
Arizona
$373K +$12.1K +121 +4%
TFM
362
Trademark Financial Management
Minnesota
$358K +$318K +3,187 New
RF
363
RHS Financial
California
$357K +$317K +3,174 New
PAA
364
Peregrine Asset Advisers
Oregon
$353K +$313K +3,140 New
NCM
365
Narwhal Capital Management
Georgia
$353K
YWM
366
Yukon Wealth Management
Kansas
$351K +$311K +3,117 New
JCFM
367
JBR Co Financial Management
Oklahoma
$344K +$305K +3,059 New
TRIA
368
Trail Ridge Investment Advisors
Colorado
$344K +$34K +341 +13%
GS
369
GTS Securities
New York
$341K -$1.28M -12,835 -81%
Comerica Bank
370
Comerica Bank
Texas
$341K +$302K +3,029 New
NWMG
371
National Wealth Management Group
Ohio
$331K +$69.5K +696 +31%
IDA
372
Intelligence Driven Advisers
California
$324K
Bank of Montreal
373
Bank of Montreal
Ontario, Canada
$322K +$138K +1,382 +93%
Creative Planning
374
Creative Planning
Kansas
$322K -$1.06M -10,650 -79%
MFG
375
MidWestOne Financial Group
Iowa
$305K

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.