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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
Envestnet Asset Management
Illinois
+$242M
2
LPL Financial
LPL Financial
California
+$198M
3
MCM
Mainstay Capital Management
Michigan
+$156M
4
Morgan Stanley
Morgan Stanley
New York
+$141M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$129M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$46.7M
2
UBS Group
UBS Group
Switzerland
-$38.5M
3
OCM
One Capital Management
California
-$31M
4
TC
Trilogy Capital
California
-$27.6M
5
UWM
USAdvisors Wealth Management
Minnesota
-$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
376
Primoris Wealth Advisors
Florida
$294K -$5.99M -53,256 -95%
LA
377
Latitude Advisors
Florida
$287K +$13.7K +122 +5%
LWA
378
Lantern Wealth Advisors
New York
$286K +$286K +2,546 New
CAC
379
Certified Advisory Corp
Florida
$284K +$450 +4 +0.2%
TA
380
Tectonic Advisors
Texas
$277K -$15.3K -136 -5%
GWM
381
GK Wealth Management
Nevada
$270K +$8.88K +79 +3%
RIS
382
Richmond Investment Services
Wisconsin
$267K -$40.3K -358 -13%
SW
383
SMART Wealth
Nebraska
$265K -$1.8K -16 -0.7%
RFA
384
Resurgent Financial Advisors
Georgia
$264K +$1.01K +9 +0.4%
BIA
385
Bell Investment Advisors
California
$262K +$450 +4 +0.2%
EW
386
Evoke Wealth
California
$260K -$68.7K -611 -21%
SFS
387
Sowell Financial Services
Arkansas
$255K +$9.22K +82 +4%
TWM
388
Tripletail Wealth Management
Florida
$253K +$253K +2,155 New
SW
389
Simplicity Wealth
New Jersey
$253K +$253K +2,247 New
TC
390
TAGStone Capital
North Carolina
$251K +$251K +2,140 New
GS
391
GWN Securities
Florida
$250K -$139K -1,236 -36%
FIA
392
Foundations Investment Advisors
Arizona
$249K -$162K -1,442 -39%
PNC Financial Services Group
393
PNC Financial Services Group
Pennsylvania
$249K +$14.4K +128 +6%
SI
394
Seeds Investor
New York
$248K +$248K +2,207 New
LA
395
LexAurum Advisors
Kansas
$240K +$240K +2,133 New
SF
396
Synovus Financial
Georgia
$236K +$236K +2,096 New
AWA
397
Arete Wealth Advisors
Illinois
$234K +$234K +2,080 New
CCAL
398
City Center Advisors LLC
Michigan
$232K +$232K +2,063 New
HA
399
Herold Advisors
New York
$229K -$15.5K -138 -6%
LFA
400
LGT Financial Advisors
Texas
$228K +$34.8K +309 +18%
14 15
16
17 18