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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 %
SHIM
326
Stone House Investment Management
Pennsylvania
$152K +$152K +1,642 New
Bank of Montreal
327
Bank of Montreal
Ontario, Canada
$137K +$137K +1,483 New
Citigroup
328
Citigroup
New York
$134K +$92.7K +1,002 +227%
FFL
329
Financial Freedom LLC
Ohio
$133K +$133K +1,433 New
AF
330
Advisornet Financial
Minnesota
$121K +$185 +2 +0.2%
RIA
331
Realta Investment Advisors
Delaware
$115K +$96.2K +1,040 +520%
SVWA
332
Sarver Vrooman Wealth Advisors
Missouri
$113K +$113K +1,216 New
CF
333
Centaurus Financial
California
$110K +$110K +1,192 New
PSFG
334
Park Square Financial Group
Georgia
$105K +$35.3K +381 +51%
SAM
335
Smartleaf Asset Management
Massachusetts
$104K +$104K +1,123 New
AC
336
AlphaCore Capital
California
$93K +$93K +1,005 New
RFS
337
Richardson Financial Services
Massachusetts
$89.1K +$30.4K +329 +52%
GJIA
338
Glass Jacobson Investment Advisors
Maryland
$80K – – –
OSAM
339
O'Shaughnessy Asset Management
Connecticut
$76.4K +$53K +573 +226%
NP
340
NorthRock Partners
Minnesota
$73.2K +$73.2K +791 New
CFS
341
Compass Financial Services
Iowa
$70.9K +$70.9K +766 New
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$69.5K +$69.5K +751 New
CCM
343
Coldstream Capital Management
Washington
$60.1K +$60.1K +650 New
CCM
344
Chilton Capital Management
Texas
$59.3K -$30.2K -326 -34%
LWMI
345
Legacy Wealth Management (Idaho)
Idaho
$59.2K -$15.1K -163 -20%
HWP
346
Highline Wealth Partners
California
$55.5K +$55.5K +600 New
SIS
347
Sound Income Strategies
Florida
$48.9K +$46.5K +502 +1,859%
CA
348
Continuum Advisory
Idaho
$48.9K +$14.3K +154 +41%
IA
349
IFP Advisors
Florida
$44.4K -$161K -1,736 -78%
OWP
350
ORG Wealth Partners
Texas
$40.1K +$40.1K +430 New
12 13
14
15 16