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Invesco S&P 500 Momentum ETF
SPMO

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: 26 → 45 (+19)

22% more funds holding

Funds holding: 389 → 474 (+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

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$215M
2
LPL Financial
LPL Financial
California
+$176M
3
MCM
Mainstay Capital Management
Michigan
+$139M
4
Morgan Stanley
Morgan Stanley
New York
+$125M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$114M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$41.5M
2
UBS Group
UBS Group
Switzerland
-$34.2M
3
OCM
One Capital Management
California
-$27.5M
4
TC
Trilogy Capital
California
-$24.5M
5
UWM
USAdvisors Wealth Management
Minnesota
-$20.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
176
Endowment Wealth Management
Wisconsin
$2.97M +$149K +1,490 +6%
US Bancorp
177
US Bancorp
Minnesota
$2.96M +$155K +1,553 +6%
OCM
178
Orser Capital Management
Texas
$2.95M +$2.61M +26,185 New
MA
179
MAS Advisors
Florida
$2.92M -$454K -4,546 -15%
National Bank of Canada
180
National Bank of Canada
Quebec, Canada
$2.89M +$169K +1,694 +7%
CIBC World Market
181
CIBC World Market
Ontario, Canada
$2.83M +$913K +9,150 +57%
LWM
182
Lionsbridge Wealth Management
Florida
$2.83M +$2.51M +25,136 New
CA
183
CoreCap Advisors
Michigan
$2.82M +$293K +2,931 +13%
DADC
184
D.A. Davidson & Co
Montana
$2.82M +$20.9K +209 +0.8%
HWM
185
Hobbs Wealth Management
Indiana
$2.82M +$122K +1,221 +5%
WIA
186
Wetzel Investment Advisors
Indiana
$2.81M -$1.4M -14,065 -36%
CWS
187
Cypress Wealth Services
California
$2.8M +$121K +1,211 +5%
BNP Paribas Financial Markets
188
BNP Paribas Financial Markets
France
$2.78M -$41.5M -415,589 -94%
KAS
189
Kestra Advisory Services
Texas
$2.76M +$821K +8,223 +51%
PG
190
Prostatis Group
Maryland
$2.67M -$177K -1,770 -7%
KWM
191
Kingsview Wealth Management
Oregon
$2.57M +$2.28M +22,866 New
KIM
192
Kestra Investment Management
Texas
$2.56M +$1.54M +15,439 +173%
MCM
193
M1 Capital Management
Michigan
$2.54M +$13.2K +132 +0.6%
WGS
194
Washington Growth Strategies
District of Columbia
$2.46M +$2.18M +21,795 +23,435%
MFA
195
Mayflower Financial Advisors
Massachusetts
$2.43M +$223K +2,234 +12%
AIM
196
Advyzon Investment Management
Illinois
$2.42M +$2.15M +21,491 New
WAM
197
Worth Asset Management
Texas
$2.42M +$2.14M +21,473 New
Betterment LLC
198
Betterment LLC
New York
$2.4M -$44.1K -442 -2%
MWM
199
Mascagni Wealth Management
Mississippi
$2.39M +$1.64M +16,386 +337%
VCWM
200
Vista Cima Wealth Management
Arizona
$2.39M -$12.7K -127 -0.6%
6 7
8
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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.