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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

466 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, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+84
Holders Change %
+21.99%
% of All Funds
6.25%
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
93
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 %
LSA
351
Lion Street Advisors
Texas
$387K -$5.17K -46 -1%
CCG
352
Catalina Capital Group
California
$382K -$675 -6 -0.2%
IAN
353
Integrated Advisors Network
Texas
$380K +$34.1K +303 +10%
MCA
354
MSH Capital Advisors
Arizona
$373K +$13.6K +121 +4%
TFM
355
Trademark Financial Management
Minnesota
$358K +$358K +3,187 New
RF
356
RHS Financial
California
$357K +$357K +3,174 New
PAA
357
Peregrine Asset Advisers
Oregon
$353K +$353K +3,140 New
NCM
358
Narwhal Capital Management
Georgia
$353K – – –
YWM
359
Yukon Wealth Management
Kansas
$351K +$351K +3,117 New
JCFM
360
JBR Co Financial Management
Oklahoma
$344K +$344K +3,059 New
TRIA
361
Trail Ridge Investment Advisors
Colorado
$344K +$39.5K +341 +13%
GS
362
GTS Securities
New York
$341K -$1.44M -12,835 -81%
Comerica Bank
363
Comerica Bank
Texas
$341K +$341K +3,029 New
IDA
364
Intelligence Driven Advisers
California
$324K – – –
Bank of Montreal
365
Bank of Montreal
Ontario, Canada
$322K +$155K +1,382 +93%
Creative Planning
366
Creative Planning
Kansas
$322K -$1.2M -10,650 -79%
MFG
367
MidWestOne Financial Group
Iowa
$305K – – –
VR
368
Valued Retirements
Texas
$305K +$305K +2,711 New
MC
369
Moors & Cabot
Massachusetts
$305K -$112 -1 -0%
MWA
370
MN Wealth Advisors
Kansas
$304K +$304K +2,704 New
MWM
371
Maripau Wealth Management
Indiana
$302K +$302K +2,682 New
USCWA
372
U.S. Capital Wealth Advisors
Texas
$301K -$86.6K -770 -22%
CP
373
Castleview Partners
Texas
$298K +$298K +2,650 New
Baird Financial Group
374
Baird Financial Group
Wisconsin
$295K -$211K -1,874 -42%
BlackRock
375
BlackRock
New York
$295K -$1.67M -14,882 -85%
13 14
15
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