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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 %
EW
301
Evoke Wealth
California
$270K +$270K +2,923 New
IDA
302
Intelligence Driven Advisers
California
$266K – – –
TWM
303
Trinity Wealth Management
Pennsylvania
$262K -$70.5K -762 -21%
LA
304
Lifeworks Advisors
Michigan
$256K +$256K +2,771 New
RIS
305
Richmond Investment Services
Wisconsin
$253K -$8.61K -93 -3%
BAMG
306
Brand Asset Management Group
Missouri
$252K -$36K -389 -13%
MFG
307
MidWestOne Financial Group
Iowa
$251K – – –
MC
308
Moors & Cabot
Massachusetts
$251K +$251K +2,710 New
TRIA
309
Trail Ridge Investment Advisors
Colorado
$244K +$244K +2,632 New
TA
310
Tectonic Advisors
Texas
$241K +$463 +5 +0.2%
GFG
311
Goldstone Financial Group
Illinois
$238K -$24K -259 -9%
CAC
312
Certified Advisory Corp
Florida
$233K +$463 +5 +0.2%
LA
313
Latitude Advisors
Florida
$225K +$225K +2,432 New
SW
314
SMART Wealth
Nebraska
$220K +$220K +2,375 New
RFA
315
Resurgent Financial Advisors
Georgia
$216K +$5.64K +61 +3%
BIA
316
Bell Investment Advisors
California
$215K +$370 +4 +0.2%
WTFG
317
Wood Tarver Financial Group
Idaho
$215K +$215K +2,320 New
GWM
318
GK Wealth Management
Nevada
$215K +$215K +2,319 New
NWMG
319
National Wealth Management Group
Ohio
$208K +$208K +2,246 New
SFS
320
Sowell Financial Services
Arkansas
$202K +$202K +2,181 New
FEM
321
Fulcrum Equity Management
Texas
$202K -$4.07K -44 -2%
HA
322
Herold Advisors
New York
$201K +$201K +2,170 New
PNC Financial Services Group
323
PNC Financial Services Group
Pennsylvania
$193K +$94.8K +1,024 +97%
DWM
324
Darwin Wealth Management
Florida
$165K – – –
LFA
325
LGT Financial Advisors
Texas
$159K -$1.76K -19 -1%
11 12
13
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