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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
VR
376
Valued Retirements
Texas
$305K +$271K +2,711 New
MC
377
Moors & Cabot
Massachusetts
$305K -$100 -1 -0%
MWA
378
MN Wealth Advisors
Kansas
$304K +$270K +2,704 New
MWM
379
Maripau Wealth Management
Indiana
$302K +$268K +2,682 New
USCWA
380
U.S. Capital Wealth Advisors
Texas
$301K -$76.9K -770 -22%
CP
381
Castleview Partners
Texas
$298K +$265K +2,650 New
Baird Financial Group
382
Baird Financial Group
Wisconsin
$295K -$187K -1,874 -42%
BlackRock
383
BlackRock
New York
$295K -$1.49M -14,882 -85%
PWA
384
Primoris Wealth Advisors
Florida
$294K -$5.32M -53,256 -95%
LA
385
Latitude Advisors
Florida
$287K +$12.2K +122 +5%
LWA
386
Lantern Wealth Advisors
New York
$286K +$254K +2,546 New
CAC
387
Certified Advisory Corp
Florida
$284K +$399 +4 +0.2%
TA
388
Tectonic Advisors
Texas
$277K -$13.6K -136 -5%
GWM
389
GK Wealth Management
Nevada
$270K +$7.89K +79 +3%
RIS
390
Richmond Investment Services
Wisconsin
$267K -$35.7K -358 -13%
SW
391
SMART Wealth
Nebraska
$265K -$1.6K -16 -0.7%
RFA
392
Resurgent Financial Advisors
Georgia
$264K +$898 +9 +0.4%
BIA
393
Bell Investment Advisors
California
$262K +$399 +4 +0.2%
EW
394
Evoke Wealth
California
$260K -$61K -611 -21%
SFS
395
Sowell Financial Services
Arkansas
$255K +$8.19K +82 +4%
TWM
396
Tripletail Wealth Management
Florida
$253K +$215K +2,155 New
SW
397
Simplicity Wealth
New Jersey
$253K +$224K +2,247 New
TC
398
TAGStone Capital
North Carolina
$251K +$214K +2,140 New
GS
399
GWN Securities
Florida
$250K -$123K -1,236 -36%
FIA
400
Foundations Investment Advisors
Arizona
$249K -$144K -1,442 -39%

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.