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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 %
SI
326
Stephens Inc
Arkansas
$496K +$10K +89 +2%
CFP
327
Comprehensive Financial Planning
Pennsylvania
$495K +$136K +1,209 +38%
WFA
328
WMG Financial Advisors
Tennessee
$494K +$494K +4,396 New
HH
329
Hilltop Holdings
Texas
$494K +$140K +1,241 +39%
SIA
330
Soltis Investment Advisors
Utah
$493K +$493K +4,379 New
SSWM
331
Sheets Smith Wealth Management
North Carolina
$491K +$491K +4,362 New
SFA
332
Semmax Financial Advisors
North Carolina
$483K +$14.9K +127 +3%
IA
333
Insight Advisors
Pennsylvania
$478K -$84.5K -751 -15%
RL
334
Retireful LLC
Michigan
$472K +$472K +4,200 New
CWM
335
Congress Wealth Management
Massachusetts
$470K – – –
FAG
336
Financial Architects (Georgia)
Georgia
$467K +$467K +4,155 New
FW
337
FullCircle Wealth
Texas
$465K +$15.8K +137 +4%
FEM
338
Fulcrum Equity Management
Texas
$463K +$218K +1,938 +89%
NL
339
NWAM LLC
Washington
$461K +$5.43K +47 +1%
BAMG
340
Brand Asset Management Group
Missouri
$454K +$149K +1,322 +49%
RFN
341
RDA Financial Network
Iowa
$453K +$5.96K +53 +1%
Citadel Advisors
342
Citadel Advisors
Florida
$449K -$6.52M -57,967 -94%
ACM
343
Absolute Capital Management
Pennsylvania
$432K +$83.5K +742 +24%
WEG
344
World Equity Group
Illinois
$432K -$529K -4,705 -55%
RIP
345
Reliant Investment Partners
North Carolina
$430K +$430K +3,819 New
SP
346
Sequent Planning
Nebraska
$423K +$14.8K +132 +4%
PTC
347
Private Trust Company
Ohio
$418K -$155K -1,379 -27%
MA
348
MKT Advisors
California
$395K +$15K +135 +4%
Ameriprise
349
Ameriprise
Minnesota
$393K -$33.4K -297 -8%
LSA
350
Lion Street Advisors
Texas
$387K -$5.17K -46 -1%
12 13
14
15 16