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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

463 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 116 funds opening new positions, 233 increasing their positions, 92 reducing their positions, and 29 closing their positions.

Holders
463
Holders Change
+81
Holders Change %
+21.2%
% of All Funds
6.21%
Holding in Top 10
42
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+61.54%
% of All Funds
0.56%
New
116
Increased
233
Reduced
92
Closed
29
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 Market Value Shares Shares
Change 		Shares
Change %
LA
376
Latitude Advisors
Florida
$287K 2,554 +122 +5%
LWA
377
Lantern Wealth Advisors
New York
$286K 2,546 +2,546 New
CAC
378
Certified Advisory Corp
Florida
$284K 2,522 +4 +0.2%
TA
379
Tectonic Advisors
Texas
$277K 2,464 -136 -5%
GWM
380
GK Wealth Management
Nevada
$270K 2,398 +79 +3%
RIS
381
Richmond Investment Services
Wisconsin
$267K 2,374 -358 -13%
SW
382
SMART Wealth
Nebraska
$265K 2,359 -16 -0.7%
RFA
383
Resurgent Financial Advisors
Georgia
$264K 2,345 +9 +0.4%
BIA
384
Bell Investment Advisors
California
$262K 2,330 +4 +0.2%
EW
385
Evoke Wealth
California
$260K 2,312 -611 -21%
SFS
386
Sowell Financial Services
Arkansas
$255K 2,263 +82 +4%
TWM
387
Tripletail Wealth Management
Florida
$253K 2,155 +2,155 New
SW
388
Simplicity Wealth
New Jersey
$253K 2,247 +2,247 New
TC
389
TAGStone Capital
North Carolina
$251K 2,140 +2,140 New
GS
390
GWN Securities
Florida
$250K 2,215 -1,236 -36%
FIA
391
Foundations Investment Advisors
Arizona
$249K 2,218 -1,442 -39%
PNC Financial Services Group
392
PNC Financial Services Group
Pennsylvania
$249K 2,210 +128 +6%
SI
393
Seeds Investor
New York
$248K 2,207 +2,207 New
LA
394
LexAurum Advisors
Kansas
$240K 2,133 +2,133 New
SF
395
Synovus Financial
Georgia
$236K 2,096 +2,096 New
AWA
396
Arete Wealth Advisors
Illinois
$234K 2,080 +2,080 New
CCAL
397
City Center Advisors LLC
Michigan
$232K 2,063 +2,063 New
HA
398
Herold Advisors
New York
$229K 2,032 -138 -6%
LFA
399
LGT Financial Advisors
Texas
$228K 2,027 +309 +18%
EIG
400
Ellenbecker Investment Group
Wisconsin
$224K 1,993 +1,993 New
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