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
AG
51
Ascent Group
Virginia
$17.1M -$182K -1,823 -1%
EFG
52
Ethos Financial Group
Pennsylvania
$16.7M +$14.8M +148,375 New
I
53
INVST
Indiana
$16.5M +$14.7M +146,839 New
PIM
54
Parker Investment Management
California
$15.9M +$14.1M +141,338 New
BI
55
BFI Infinity
Switzerland
$15.5M +$12.8M +128,650 +1,351%
VWM
56
Vigilare Wealth Management
Arizona
$15.3M +$8.87M +88,849 +187%
OCM
57
One Capital Management
California
$15.3M -$27.5M -275,293 -67%
TC
58
Trilogy Capital
California
$15.3M -$24.5M -245,179 -64%
CIA
59
Concurrent Investment Advisors
Florida
$15.2M +$788K +7,889 +6%
AWG
60
Altus Wealth Group
Colorado
$14.8M +$437K +4,381 +3%
AI
61
Atria Investments
North Carolina
$14.6M +$11.4M +113,814 +695%
SWM
62
SigFig Wealth Management
California
$14.4M +$3.88M +38,914 +44%
CW
63
CreativeOne Wealth
Kansas
$14M +$574K +5,747 +5%
SF
64
Seros Financial
Arizona
$13.9M -$1.11M -11,135 -8%
BIG
65
Brookwood Investment Group
Arizona
$13.7M -$11.1M -110,822 -48%
KA
66
Kovack Advisors
Florida
$13.7M +$12.1M +121,504 New
FEG
67
Financial Enhancement Group
Indiana
$13.6M -$297K -2,971 -2%
IWM
68
IHT Wealth Management
Illinois
$13.6M +$207K +2,076 +2%
BOC
69
Bull Oak Capital
California
$12.8M +$11.3M +113,569 New
HI
70
Harbour Investments
Wisconsin
$12.7M +$2.57M +25,716 +30%
AAS
71
Avantax Advisory Services
Texas
$12.1M +$4.29M +42,931 +66%
IA
72
Integrity Alliance
Iowa
$12M -$1.77M -17,744 -14%
GA
73
Goldstein Advisors
Wisconsin
$12M -$179K -1,792 -2%
Marshall Wace
74
Marshall Wace
United Kingdom
$11.9M +$10.6M +105,820 New
FIS
75
Fischer Investment Strategies
California
$11.2M +$8.16M +81,707 +447%

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.