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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 %
LA
301
Lifeworks Advisors
Michigan
$656K +$344K +3,059 +110%
CWA
302
Clearview Wealth Advisors
Oregon
$655K +$6.41K +57 +1%
TWM
303
Trinity Wealth Management
Pennsylvania
$636K +$318K +2,827 +100%
SA
304
Sovran Advisors
California
$628K -$502K -4,517 -44%
VCM
305
Virtue Capital Management
Tennessee
$623K +$208K +1,847 +50%
TSMHT
306
Thurston Springer Miller Herd & Titak
Indiana
$616K -$1.56M -13,856 -72%
IA
307
IFP Advisors
Florida
$615K +$561K +4,992 +1,040%
EFG
308
Elios Financial Group
Ohio
$605K +$605K +5,376 New
BFA
309
Beacon Financial Advisory
Ohio
$582K +$69.9K +621 +14%
SHIM
310
Stone House Investment Management
Pennsylvania
$577K +$393K +3,491 +213%
CI
311
CPR Investments
Michigan
$577K +$577K +5,133 New
HFA
312
Hershey Financial Advisers
Pennsylvania
$562K +$562K +4,995 New
WCM
313
WealthTrak Capital Management
Virginia
$549K +$64.3K +572 +13%
GWSG
314
GPS Wealth Strategies Group
Colorado
$541K +$541K +4,809 New
SAW
315
Signal Advisors Wealth
Michigan
$535K +$535K +4,758 New
Fidelity Investments
316
Fidelity Investments
Massachusetts
$534K -$4.84K -43 -0.9%
OSAM
317
O'Shaughnessy Asset Management
Connecticut
$528K +$436K +3,873 +469%
DAS
318
Diversify Advisory Services
Utah
$527K +$154K +1,300 +41%
ISFAN
319
Investor's Fiduciary Advisor Network
Washington
$524K -$36.4K -324 -7%
FFA
320
Farther Finance Advisors
California
$520K -$208K -1,846 -29%
CAL
321
Capital Analysts LLC
Pennsylvania
$518K -$36.8K -327 -7%
VWA
322
Visionary Wealth Advisors
Illinois
$511K -$73.2K -651 -13%
CB
323
Commerce Bank
Missouri
$506K +$506K +4,496 New
HIS
324
Harvest Investment Services
Illinois
$505K +$8.21K +73 +2%
SHJ
325
Sharkey, Howes & Javer
Colorado
$497K +$497K +4,421 New
11 12
13
14 15