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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

463 hedge funds and large institutions have $5.84B invested in Invesco S&P 500 Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 233 increasing their positions, 92 reducing their positions, and 29 closing their positions.

Holders
463
Holders Change
+81
Holders Change %
+21.2%
% of All Funds
6.22%
Holding in Top 10
42
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+61.54%
% of All Funds
0.56%
New
116
Increased
233
Reduced
92
Closed
29
Calls
$10.2M
Puts
$1.55M
Net Calls
+$8.64M
Net Calls Change
+$7.91M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$918M
2
LPL Financial
2
LPL Financial
California
$601M
3
MCM
3
Mainstay Capital Management
Michigan
$296M
4
Morgan Stanley
4
Morgan Stanley
New York
$200M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$276M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$2.78M
2
UBS Group
2
UBS Group
Switzerland
$30.8M
3
OCM
3
One Capital Management
California
$15.3M
4
TC
4
Trilogy Capital
California
$15.3M
5
UWM
5
USAdvisors Wealth Management
Minnesota
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$918M 8,166,537 +2,151,980 +36%
LPL Financial
2
LPL Financial
California
$601M 5,342,070 +1,762,829 +49%
MCM
3
Mainstay Capital Management
Michigan
$296M 2,628,653 +1,388,287 +112%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$276M 2,458,025 +1,144,827 +87%
Bank of America
5
Bank of America
North Carolina
$271M 2,411,349 +562,290 +30%
CCMG
6
Clark Capital Management Group
Pennsylvania
$250M 2,226,301 +543,093 +32%
Morgan Stanley
7
Morgan Stanley
New York
$200M 1,782,141 +1,252,492 +236%
MCC
8
Money Concepts Capital
Florida
$112M 994,382 +195,936 +25%
BCI
9
Brinker Capital Investments
Pennsylvania
$110M 978,755 +266,205 +37%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$108M 956,288 +401,481 +72%
Raymond James Financial
11
Raymond James Financial
Florida
$93.1M 827,966 +501,664 +154%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$91.4M 812,704 +281,601 +53%
ABWM
13
Alpine Bank Wealth Management
Colorado
$90.3M 802,816 +193,882 +32%
Osaic Holdings
14
Osaic Holdings
Arizona
$84.9M 840,248 +355,287 +73%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$79.3M 705,218 +181,369 +35%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$73M 649,186 -30,509 -4%
PA
17
Planning Alternatives
Michigan
$66.7M 592,909 +235,934 +66%
Wells Fargo
18
Wells Fargo
California
$66.5M 591,633 +333,900 +130%
MML Investors Services
19
MML Investors Services
Massachusetts
$57.2M 508,615 +224,687 +79%
PS
20
Principal Securities
Iowa
$55.4M 492,791 +251,876 +105%
RWA
21
Redhawk Wealth Advisors
Minnesota
$49.5M 440,059 +440,059 New
Two Sigma Investments
22
Two Sigma Investments
New York
$49.2M 437,400 +437,400 New
MW
23
Marks Wealth
Maryland
$48.4M 430,616 +430,616 New
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$48.2M 428,698 +168,877 +65%
FIC
25
Family Investment Center
Missouri
$47.7M 423,841 +16,644 +4%
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