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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
GRP
101
Global Retirement Partners
California
$6.77M +$6.01M +60,206 New
WIP
102
WealthCare Investment Partners
Rhode Island
$6.71M +$708K +7,090 +13%
JWM
103
Jackson Wealth Management
Florida
$6.61M +$3.5M +35,011 +147%
EL
104
EWA LLC
Pennsylvania
$6.57M -$57.9K -580 -1%
NWM
105
Nova Wealth Management
Florida
$6.37M +$1.51M +15,152 +37%
RFA
106
Rollins Financial Advisors
New York
$6.28M +$4.39M +44,002 +372%
VA
107
VestGen Advisors
Illinois
$6.19M +$399K +3,997 +8%
BCM
108
Berbice Capital Management
New York
$6.06M +$2.93M +29,373 +120%
TA
109
Tactive Advisors
Florida
$6.03M +$5.35M +53,600 New
SFS
110
Security Financial Services
Indiana
$5.98M -$128K -1,285 -2%
TPCW
111
TD Private Client Wealth
New York
$5.95M +$5.28M +52,919 New
IFG
112
Independent Financial Group
California
$5.94M +$1.24M +12,467 +31%
OC
113
Oppenheimer & Co
New York
$5.89M +$3.22M +32,261 +160%
AWM
114
AE Wealth Management
Kansas
$5.88M +$919K +9,203 +21%
TRCT
115
Tower Research Capital (TRC)
New York
$5.87M +$2.99M +29,956 +134%
VC
116
Vicus Capital
Pennsylvania
$5.84M -$1.88M -18,837 -27%
OWA
117
One Wealth Advisors
California
$5.73M +$79.4K +795 +2%
GM
118
GeoWealth Management
Illinois
$5.72M +$4.34M +43,442 +583%
GWM
119
Geneos Wealth Management
Colorado
$5.61M -$2.98M -29,806 -37%
KW
120
KWB Wealth
California
$5.61M +$90.9K +911 +2%
NA
121
NewEdge Advisors
Louisiana
$5.59M +$520K +5,209 +12%
LFAS
122
Level Four Advisory Services
Texas
$5.49M +$4.3M +43,055 +754%
PFA
123
Professional Financial Advisors
Nebraska
$5.43M +$80.4K +805 +2%
IIA
124
Integrity Investment Advisors
Colorado
$5.33M +$797K +7,981 +20%
SP
125
Stonebrook Private
Michigan
$5.33M -$436K -4,372 -8%

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.