We are live on ! Find out more
SPMO icon

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
PNC Financial Services Group
401
PNC Financial Services Group
Pennsylvania
$249K +$12.8K +128 +6%
SI
402
Seeds Investor
New York
$248K +$220K +2,207 New
LA
403
LexAurum Advisors
Kansas
$240K +$213K +2,133 New
SF
404
Synovus Financial
Georgia
$236K +$209K +2,096 New
AWA
405
Arete Wealth Advisors
Illinois
$234K +$208K +2,080 New
CCAL
406
City Center Advisors LLC
Michigan
$232K +$206K +2,063 New
HA
407
Herold Advisors
New York
$229K -$13.8K -138 -6%
LFA
408
LGT Financial Advisors
Texas
$228K +$30.8K +309 +18%
EIG
409
Ellenbecker Investment Group
Wisconsin
$224K +$199K +1,993 New
AA
410
Armis Advisers
Georgia
$224K +$198K +1,987 New
SMG
411
Smart Money Group
Texas
$219K -$337K -3,371 -63%
Mercer Global Advisors
412
Mercer Global Advisors
Colorado
$214K +$190K +1,902 New
CB
413
Cadence Bank
Mississippi
$212K +$188K +1,881 New
MCWS
414
McKinley Carter Wealth Services
West Virginia
$210K +$186K +1,867 New
CWMK
415
Caliber Wealth Management (Kansas)
Kansas
$209K +$185K +1,855 New
VF
416
Vawter Financial
Ohio
$208K +$185K +1,851 New
FAG
417
Fortitude Advisory Group
Washington
$208K +$184K +1,845 New
MCA
418
Magnolia Capital Advisors
Mississippi
$207K +$183K +1,836 New
DWM
419
Darwin Wealth Management
Florida
$185K -$9.48K -95 -5%
AW
420
Avion Wealth
Texas
$168K +$150K +1,500 New
LFG
421
Larson Financial Group
Missouri
$165K +$147K +1,471 New
FFL
422
Financial Freedom LLC
Ohio
$161K
RFS
423
Richardson Financial Services
Massachusetts
$152K +$40.9K +410 +43%
EWM
424
Evolution Wealth Management
Florida
$147K +$130K +1,303 New
CF
425
Centaurus Financial
California
$146K +$10.9K +109 +9%

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.