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Invesco S&P 500 Momentum ETF

640 hedge funds and large institutions have $6.42B invested in Invesco S&P 500 Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 333 increasing their positions, 171 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3.62% less ownership

Funds ownership: 53.68%50.06% (-3.6%)

10% less capital invested

Capital invested by funds: $7.11B → $6.42B (-$695M)

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

Holders
640
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33.5M
Puts
$12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
251
Stone Wealth Partners
Louisiana
$2.26M
CIBC World Market
252
CIBC World Market
Ontario, Canada
$2.24M
OC
253
Oppenheimer & Co
New York
$2.23M
Focus Partners Wealth
254
Focus Partners Wealth
Massachusetts
$2.22M
IWM
255
Iams Wealth Management
Nebraska
$2.17M
CAG
256
Csenge Advisory Group
Florida
$2.15M
PF
257
Prota Financial
Texas
$2.09M
RWA
258
Redhawk Wealth Advisors
Minnesota
$2.07M
Natixis Advisors
259
Natixis Advisors
Massachusetts
$2.06M
PFA
260
Petra Financial Advisors
Colorado
$2.05M
TF
261
Theory Financial
Colorado
$2.05M
JCFM
262
JBR Co Financial Management
Oklahoma
$2.03M
KV
263
Kickstand Ventures
New York
$2M
WCG
264
Weaver Consulting Group
California
$2M
UCFA
265
United Capital Financial Advisors
Texas
$1.98M
WA
266
Wealth Alliance
New York
$1.97M
WF
267
WealthPoint Financial
North Carolina
$1.93M
OIM
268
Orca Investment Management
Oregon
$1.9M
IIWM
269
Investment Insight Wealth Management
New York
$1.89M
HIS
270
Horizon Investment Services
Indiana
$1.86M
LWM
271
Lifetime Wealth Management
Texas
$1.86M
AFO
272
Arrowroot Family Office
California
$1.85M
SG
273
StoneX Group
New York
$1.82M
TCM
274
TD Capital Management
Tennessee
$1.8M
AFP
275
ATX Financial Planning
Texas
$1.79M