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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
CPIG
126
Chicago Partners Investment Group
Illinois
$5.3M +$4.62M +46,313 New
TWP
127
Triad Wealth Partners
Kansas
$5.25M +$849K +8,503 +22%
AZ
128
Alpha Zero
Florida
$5.14M +$3.49M +34,930 +325%
DC
129
Darrow Company
Massachusetts
$5.14M +$365K +3,655 +9%
MWM
130
Meridian Wealth Management
Kentucky
$4.84M +$2.88M +28,870 +203%
T
131
Tidemark
California
$4.77M +$175K +1,754 +4%
GVAG
132
Great Valley Advisor Group
Delaware
$4.75M +$156K +1,561 +4%
PCA
133
Prosperity Capital Advisors
Ohio
$4.75M +$3.53M +35,354 +516%
DWA
134
Delta Wealth Advisors
Indiana
$4.67M +$110K +1,103 +3%
DA
135
Detalus Advisors
Missouri
$4.63M -$143K -1,428 -3%
BWA
136
Burt Wealth Advisors
Maryland
$4.63M
CSWG
137
Cardinal Strategic Wealth Guidance
Kentucky
$4.6M -$288K -2,888 -7%
IWC
138
Integrated Wealth Concepts
Massachusetts
$4.57M +$169K +1,695 +4%
Renaissance Technologies
139
Renaissance Technologies
New York
$4.51M +$4M +40,100 New
CAG
140
Centerpoint Advisory Group
Kansas
$4.5M +$1.53M +15,303 +62%
Tudor Investment Corp
141
Tudor Investment Corp
Connecticut
$4.45M -$2.23M -22,341 -36%
SMC
142
Smith, Moore & Co
Missouri
$4.44M +$3.94M +39,513 New
TFS
143
Thoroughbred Financial Services
Tennessee
$4.43M +$1.8M +18,040 +85%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$4.4M +$142K +1,420 +4%
LAS
145
LWM Advisory Services
Florida
$4.37M +$271K +2,714 +8%
FP
146
Fiduciary Planning
Florida
$4.27M -$90.7K -909 -2%
AAS
147
Ameritas Advisory Services
Nebraska
$4.24M +$3.37M +33,804 +859%
CF
148
Convergence Financial
Missouri
$4.15M +$3.68M +36,901 New
ECML
149
Eagle Capital Management (Louisiana)
Louisiana
$4.06M +$3.61M +36,125 New
WIA
150
World Investment Advisors
California
$3.97M +$2.71M +27,182 +336%

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.