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Invesco S&P 500 Momentum ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
WP
351
WealthShield Partners
North Carolina
$28.4K +$9.62K +104 +51%
FDW
352
Fourth Dimension Wealth
Ohio
$27.8K +$27.8K +300 New
TWC
353
TD Waterhouse Canada
Ontario, Canada
$25.4K +$18.6K +200 +274%
ST
354
Smithfield Trust
Pennsylvania
$22K
CPG
355
Cornerstone Planning Group
New Jersey
$20.4K +$20.4K +225 New
NS
356
NBC Securities
Alabama
$20K +$20K +222 New
HCM
357
Hollencrest Capital Management
California
$18.6K
BWL
358
Bogart Wealth LLC
Virginia
$18.5K +$18.5K +200 New
AIC
359
Archer Investment Corporation
Indiana
$16.8K
WCM
360
Westend Capital Management
California
$13.5K
PA
361
PSI Advisors
Florida
$13.3K -$13.3K -144 -50%
CWM
362
Copia Wealth Management
Oregon
$12.9K -$2.04K -22 -14%
GIA
363
GHP Investment Advisors
Colorado
$12.3K
PPC
364
Park Place Capital
Alabama
$11.5K +$11.5K +124 New
CAM
365
Costello Asset Management
Pennsylvania
$10.8K +$10.8K +117 New
BTD
366
BankPlus Trust Department
Mississippi
$8.61K +$8.61K +93 New
RF
367
Rossby Financial
Florida
$8.46K +$8.46K +90 New
Simplex Trading
368
Simplex Trading
Illinois
$8K +$8K +97 New
HT
369
Headlands Technologies
Illinois
$7.96K +$7.96K +86 New
TCM
370
Tradewinds Capital Management
Washington
$7.4K
Belvedere Trading
371
Belvedere Trading
Illinois
$6.39K -$9.81K -106 -61%
CIA
372
Cape Investment Advisory
Georgia
$5.18K +$1.3K +14 +33%
EWA
373
EverSource Wealth Advisors
Alabama
$5.09K -$15.8K -171 -76%
CIAS
374
Capital Investment Advisory Services
North Carolina
$4.9K -$9.25K -100 -65%
GSWM
375
Golden State Wealth Management
California
$4.63K