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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
IA
76
IFG Advisory
Georgia
$11M +$117K +1,176 +1%
CLGM
77
Capitolis Liquid Global Markets
New York
$10.3M +$9.16M +91,800 New
MA
78
Mutual Advisors
Nebraska
$10.2M +$7.11M +71,240 +411%
PWM
79
Perigon Wealth Management
California
$9.35M +$1.19M +11,965 +17%
SO
80
Sierra Ocean
California
$9.2M +$804K +8,055 +11%
CIAS
81
CFS Investment Advisory Services
New Jersey
$9.07M -$52.9K -530 -0.7%
CCFM
82
Clear Creek Financial Management
Washington
$9.03M +$485K +4,857 +6%
AWS
83
Atria Wealth Solutions
New York
$8.92M -$1.68M -16,787 -17%
WWM
84
WJ Wealth Management
Arizona
$8.8M -$1.04M -10,437 -12%
Invesco
85
Invesco
Georgia
$8.56M +$2.32M +23,223 +44%
AWM
86
Able Wealth Management
New Jersey
$8.41M +$642K +6,426 +9%
Truist Financial
87
Truist Financial
North Carolina
$8.4M +$994K +9,959 +15%
CWA
88
Centennial Wealth Advisory
Michigan
$8.19M +$573K +5,735 +8%
MF
89
Manchester Financial
California
$8.15M +$3.54M +35,450 +96%
CFS
90
Compass Financial Services
Iowa
$7.83M +$6.88M +68,885 +8,993%
Jones Financial Companies
91
Jones Financial Companies
Missouri
$7.81M +$2.77M +27,765 +66%
TWP
92
Tempus Wealth Planning
California
$7.69M +$2.62M +26,203 +62%
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$7.59M -$9.11M -91,275 -57%
SWM
94
StoneCrest Wealth Management
Arizona
$7.58M +$522K +5,227 +8%
HGWM
95
Horst & Graben Wealth Management
Oregon
$7.49M +$303K +3,040 +5%
SPIA
96
Steward Partners Investment Advisory
New York
$7.37M -$216K -2,167 -3%
FPGK
97
Financial Partners Group (Kansas)
Kansas
$7.26M +$657K +6,582 +11%
BRWA
98
B. Riley Wealth Advisors
Florida
$7.06M +$6.26M +62,728 New
PWA
99
Physician Wealth Advisors
Utah
$7M +$18.3K +183 +0.3%
CRI
100
Colonial River Investments
Virginia
$6.88M +$875K +8,761 +17%

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.