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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
+$164M
2
LPL Financial
LPL Financial
California
+$130M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$81.3M
4
UBS Group
UBS Group
Switzerland
+$45.5M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$40.7M

Top Sellers

1
SMG
Smart Money Group
Texas
-$23.2M
2
AWE
Avidian Wealth Enterprises
Texas
-$15.4M
3
FGA
Fortis Group Advisors
New Jersey
-$11.4M
4
FIS
Fischer Investment Strategies
California
-$11.2M
5
IAA
Independent Advisor Alliance
North Carolina
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
376
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.8K +$3.8K +41 New
Russell Investments Group
377
Russell Investments Group
United Kingdom
$2.68K -$278 -3 -9%
TC
378
Truvestments Capital
Florida
$2.5K – – –
CAWM
379
Capital A Wealth Management
Pennsylvania
$555 -$1.3K -14 -70%
NB
380
NBT Bank
New York
$555 +$555 +6 New
WGS
381
Washington Growth Strategies
District of Columbia
$363 +$363 +93 New
PWM
382
Proathlete Wealth Management
Florida
$278 +$278 +3 New
IAA
383
Independent Advisor Alliance
North Carolina
– -$10.9M -115,222 Closed
Renaissance Technologies
384
Renaissance Technologies
New York
– -$4.2M -44,200 Closed
GCM
385
Generation Capital Management
New York
– -$3.67M -38,614 Closed
CFGS
386
Concourse Financial Group Securities
Alabama
– -$3.02M -29,971 Closed
Marshall Wace
387
Marshall Wace
United Kingdom
– -$2.32M -24,426 Closed
OC
388
Optima Capital
Oregon
– -$2.18M -22,900 Closed
LCM
389
Lunt Capital Management
Utah
– -$2.12M -22,295 Closed
RL
390
Retireful LLC
Michigan
– -$1.71M -18,037 Closed
MSAM
391
Moloney Securities Asset Management
Missouri
– -$1.55M -16,345 Closed
BWM
392
BlackDiamond Wealth Management
New York
– -$1.46M -15,393 Closed
NCFG
393
New Century Financial Group
New Jersey
– -$913K -9,425 Closed
CAS
394
Coppell Advisory Solutions
Texas
– -$809K -8,467 Closed
AWMG
395
ADG Wealth Management Group
Louisiana
– -$777K -8,180 Closed
TF
396
Trek Financial
Arizona
– -$641K -6,751 Closed
PEA
397
Park Edge Advisors
Ohio
– -$614K -6,459 Closed
ETC
398
Exchange Traded Concepts
Oklahoma
– -$486K -5,110 Closed
OPAM
399
Ocean Park Asset Management
California
– -$472K -4,968 Closed
CWA
400
Capital Wealth Alliance
Arizona
– -$416K -4,376 Closed
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