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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

465 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 118 funds opening new positions, 233 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+83
Holders Change %
+21.73%
% of All Funds
6.24%
Holding in Top 10
42
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+61.54%
% of All Funds
0.56%
New
118
Increased
233
Reduced
92
Closed
30
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 Holding Trade Value Shares
Change 		Shares
Change %
WCG
226
Weaver Consulting Group
California
$1.68M +$426K +3,784 +34%
AFG
227
Atomi Financial Group
New York
$1.67M +$364K +3,240 +28%
AG
228
AmeriFlex Group
Nevada
$1.62M +$131K +1,182 +9%
SSWM
229
Strait & Sound Wealth Management
California
$1.61M +$10.6K +94 +0.7%
PA
230
PFG Advisors
Arizona
$1.61M +$229K +2,032 +17%
FRA
231
FFG Retirement Advisors
Colorado
$1.57M +$64.1K +570 +4%
BAWC
232
Boyce & Associates Wealth Consulting
Texas
$1.55M +$1.55M +13,760 New
RWIA
233
Roger Wittlin Investment Advisory
California
$1.48M +$1.48M +13,172 New
PI
234
Pachira Investments
California
$1.45M +$1.45M +12,918 New
BAM
235
Belpointe Asset Management
Nevada
$1.45M -$153K -1,357 -10%
CWM
236
Cornerstone Wealth Management
Missouri
$1.45M +$259K +2,305 +22%
JWCA
237
J.W. Cole Advisors
Florida
$1.45M +$656K +5,834 +83%
KV
238
Kickstand Ventures
New York
$1.39M +$171K +1,520 +14%
ASN
239
Advisory Services Network
Georgia
$1.38M +$468K +4,047 +51%
BCM
240
Brookstone Capital Management
Illinois
$1.35M +$800K +7,114 +144%
MOS
241
MGO One Seven
Ohio
$1.35M +$325K +2,888 +32%
TF
242
Theory Financial
Colorado
$1.32M +$9.83K +85 +0.7%
SW
243
SteelPeak Wealth
California
$1.32M +$923K +8,205 +234%
SMAM
244
Sugar Maple Asset Management
Wisconsin
$1.29M +$1.29M +11,495 New
WMA
245
Wealth Management Associates
New Jersey
$1.29M +$1.29M +11,477 New
SFM
246
Signet Financial Management
New Jersey
$1.28M +$206K +1,834 +19%
PFGIA
247
Patriot Financial Group Insurance Agency
Massachusetts
$1.25M -$61.7K -549 -5%
WTFG
248
Wood Tarver Financial Group
Idaho
$1.25M +$985K +8,760 +378%
AWM
249
Apollon Wealth Management
South Carolina
$1.23M +$1.23M +10,964 New
LCM
250
Lunt Capital Management
Utah
$1.2M +$1.2M +10,653 New
8 9
10
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