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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
ATPW
201
Ashton Thomas Private Wealth
Arizona
$2.37M +$60K +601 +3%
FDCDDQ
202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.34M +$125K +1,248 +6%
TWC
203
TD Waterhouse Canada
Ontario, Canada
$2.31M +$2.06M +20,598 +7,545%
SPC
204
Sigma Planning Corp
Michigan
$2.29M +$137K +1,373 +7%
SEP
205
Southland Equity Partners
Missouri
$2.26M +$280K +2,806 +16%
D.E. Shaw & Co
206
D.E. Shaw & Co
New York
$2.23M +$1.98M +19,796 New
SPAS
207
Spectrum Planning & Advisory Services
California
$2.18M -$218K -2,188 -10%
GLA
208
Good Life Advisors
Pennsylvania
$2.14M +$1.06M +10,645 +126%
CAS
209
Coppell Advisory Solutions
Texas
$2.12M +$1.89M +18,926 New
AR
210
Apeiron RIA
Texas
$2.11M +$126K +1,259 +7%
OIM
211
Orca Investment Management
Oregon
$2.11M -$213K -2,132 -10%
BWP
212
Balboa Wealth Partners
Arizona
$2.06M +$1.83M +18,350 New
FIM
213
Freedom Investment Management
Connecticut
$2.04M +$17K +170 +0.9%
TWM
214
Tradition Wealth Management
Minnesota
$2.04M +$9.38K +94 +0.5%
SG
215
StoneX Group
New York
$2.02M +$380K +3,807 +27%
LIM
216
Leavell Investment Management
Alabama
$1.96M +$515K +5,156 +42%
OAS
217
Optivise Advisory Services
Tennessee
$1.92M +$1.71M +17,100 New
UWM
218
USAdvisors Wealth Management
Minnesota
$1.92M -$20.9M -209,498 -92%
RA
219
RFG Advisory
Alabama
$1.91M +$1.36M +13,671 +408%
AWE
220
Avidian Wealth Enterprises
Texas
$1.91M -$36.3K -364 -2%
FPAS
221
Focus Partners Advisor Solutions
Missouri
$1.91M -$89K -892 -5%
LWA
222
Lifelong Wealth Advisors
Minnesota
$1.89M +$93.9K +941 +6%
CFD
223
Creative Financial Designs
Indiana
$1.89M +$245K +2,457 +17%
DAS
224
Dynamic Advisor Solutions
Arizona
$1.84M +$347K +3,471 +27%
GWP
225
Gen-Wealth Partners
Michigan
$1.83M +$16.9K +169 +1%

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.