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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

466 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, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+84
Holders Change %
+21.99%
% of All Funds
6.25%
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
93
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 %
SSW
276
Smith Shellnut Wilson
Mississippi
$915K +$478K +4,252 +109%
TAM
277
TCP Asset Management
Ohio
$898K – – –
IWM
278
Iams Wealth Management
Nebraska
$892K +$892K +7,928 New
FA
279
Fiduciary Alliance
South Carolina
$887K +$887K +7,885 New
CAG
280
Csenge Advisory Group
Florida
$884K +$163K +1,544 +23%
SB
281
Strategic Blueprint
Georgia
$880K -$33.9K -301 -4%
WP
282
WealthPLAN Partners
Nebraska
$878K +$20.7K +184 +2%
WFS
283
WealthGarden F.S.
California
$867K -$48.8K -422 -5%
SAM
284
Smartleaf Asset Management
Massachusetts
$823K +$697K +6,234 +555%
VCP
285
Verus Capital Partners
Arizona
$797K +$218K +1,935 +38%
CA
286
Calton & Associates
Florida
$782K +$782K +6,954 New
CPL
287
CAP Partners LLC
Tennessee
$777K +$48.3K +429 +7%
PSCM
288
Per Stirling Capital Management
Texas
$767K +$7.87K +70 +1%
ETC
289
Exchange Traded Concepts
Oklahoma
$756K +$756K +6,718 New
SAM
290
Synergy Asset Management
Washington
$737K +$140K +1,244 +23%
NCM
291
Northwest Capital Management
Oregon
$730K -$940K -8,358 -56%
MWA
292
Merkkuri Wealth Advisors
New York
$729K +$213K +1,897 +41%
TL
293
Tradewinds LLC
North Carolina
$729K +$729K +6,480 New
PFS
294
Prospera Financial Services
Texas
$728K +$728K +6,469 New
TCWA
295
Turtle Creek Wealth Advisors
Texas
$716K +$716K +6,370 New
BWMG
296
Barnes Wealth Management Group
California
$711K +$234K +2,083 +49%
QCM
297
Quantinno Capital Management
New York
$705K +$705K +6,267 New
RIP
298
RAM Investment Partners
Washington
$691K – – –
SPI
299
Sutton Place Investors
New York
$677K +$12.3K +109 +2%
O3W
300
Omni 360 Wealth
New Jersey
$667K +$94.8K +843 +17%
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12
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