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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

382 hedge funds and large institutions have $3.38B invested in Invesco S&P 500 Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 195 increasing their positions, 81 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+35
Holders Change %
+10.09%
% of All Funds
5.19%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.35%
New
86
Increased
195
Reduced
81
Closed
40
Calls
$2.16M
Puts
$1.43M
Net Calls
+$726K
Net Calls Change
+$774K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$557M
2
LPL Financial
LPL Financial
California
$331M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$122M
4
UBS Group
UBS Group
Switzerland
$57M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$40.7M

Top Sellers

1
SMG
Smart Money Group
Texas
$492K
2
AWE
Avidian Wealth Enterprises
Texas
$1.6M
3
FGA
Fortis Group Advisors
New Jersey
$15.3M
4
FIS
Fischer Investment Strategies
California
$1.69M
5
IAA
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
276
Ameriprise
Minnesota
$351K -$343K -3,706 -49%
VCM
277
Virtue Capital Management
Tennessee
$341K +$104K +1,127 +44%
FIA
278
Foundations Investment Advisors
Arizona
$339K +$339K +3,660 New
SP
279
Sequent Planning
Nebraska
$336K -$21.6K -233 -6%
SW
280
SteelPeak Wealth
California
$324K +$324K +3,501 New
LSA
281
Lion Street Advisors
Texas
$323K +$93.8K +1,014 +41%
GS
282
GWN Securities
Florida
$319K -$4.58M -49,526 -93%
USCWA
283
U.S. Capital Wealth Advisors
Texas
$319K -$1.44M -15,527 -82%
CCG
284
Catalina Capital Group
California
$315K -$93 -1 -0%
RA
285
RFG Advisory
Alabama
$310K -$317K -3,430 -51%
TCM
286
TD Capital Management
Tennessee
$308K +$308K +3,329 New
JIC
287
Johnson Investment Counsel
Ohio
$308K – – –
PFA
288
Petra Financial Advisors
Colorado
$303K -$246K -2,663 -45%
DAS
289
Diversify Advisory Services
Utah
$299K +$299K +3,151 New
WAM
290
WNY Asset Management
New York
$297K -$28.3K -306 -9%
MCA
291
MSH Capital Advisors
Arizona
$296K +$296K +3,199 New
CFP
292
Comprehensive Financial Planning
Pennsylvania
$296K -$5.37K -58 -2%
FTS
293
Fifth Third Securities
Ohio
$292K -$550K -5,947 -65%
HH
294
Hilltop Holdings
Texas
$292K +$292K +3,154 New
NCM
295
Narwhal Capital Management
Georgia
$290K – – –
FFA
296
Florida Financial Advisors
Florida
$287K +$287K +3,114 New
ACM
297
Absolute Capital Management
Pennsylvania
$287K +$45.5K +492 +19%
MA
298
MKT Advisors
California
$287K +$93.2K +1,117 +48%
UAG
299
United Advisor Group
Ohio
$286K +$286K +3,090 New
IAN
300
Integrated Advisors Network
Texas
$284K -$134K -1,449 -32%
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