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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
TPWA
426
Twin Peaks Wealth Advisors
California
$141K +$118K +1,186 New
SVWA
427
Sarver Vrooman Wealth Advisors
Missouri
$137K
FHA
428
First Horizon Advisors
Tennessee
$135K +$120K +1,203 New
Citigroup
429
Citigroup
New York
$131K -$27.8K -278 -19%
AA
430
Ancora Advisors
Ohio
$119K +$106K +1,062 New
AF
431
Advisornet Financial
Minnesota
$108K -$34.7K -348 -27%
TCOV
432
Trust Company of Vermont
Vermont
$93K +$82.6K +827 New
GTAM
433
Global Trust Asset Management
Florida
$87.2K +$77.4K +775 New
PSFG
434
Park Square Financial Group
Georgia
$76.7K -$45.2K -453 -40%
CCM
435
Chilton Capital Management
Texas
$72.1K
LWMI
436
Legacy Wealth Management (Idaho)
Idaho
$65.9K -$5.39K -54 -8%
LIS
437
Legacy Investment Solutions
Idaho
$65.9K +$58.5K +586 New
SIS
438
Sound Income Strategies
Florida
$59.5K
WP
439
WealthShield Partners
North Carolina
$55.8K +$18.9K +189 +62%
OWP
440
ORG Wealth Partners
Texas
$47.7K
FDW
441
Fourth Dimension Wealth
Ohio
$45K +$9.98K +100 +33%
TCM
442
Tradewinds Capital Management
Washington
$39.8K +$27.4K +274 +343%
RF
443
Rossby Financial
Florida
$34.2K +$21.4K +214 +238%
MSFP
444
Mark Sheptoff Financial Planning
Connecticut
$31.5K +$28K +280 New
GIA
445
GHP Investment Advisors
Colorado
$29.8K +$13.2K +132 +99%
Schroder Investment Management Group
446
Schroder Investment Management Group
United Kingdom
$26.4K +$23.5K +235 New
ST
447
Smithfield Trust
Pennsylvania
$26K
CIAS
448
Capital Investment Advisory Services
North Carolina
$24.9K +$16.8K +168 +317%
CIBC Private Wealth Group
449
CIBC Private Wealth Group
Georgia
$24.1K +$21.4K +214 New
NS
450
NBC Securities
Alabama
$24K

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.