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Invesco S&P 500 Momentum ETF

640 hedge funds and large institutions have $6.42B invested in Invesco S&P 500 Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 333 increasing their positions, 171 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3.62% less ownership

Funds ownership: 53.68%50.06% (-3.6%)

10% less capital invested

Capital invested by funds: $7.11B → $6.42B (-$695M)

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

Holders
640
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33.5M
Puts
$12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
376
International Assets Investment Management
Florida
$733K
MCM
377
Massar Capital Management
Connecticut
$733K
WIM
378
WealthPlan Investment Management
Nebraska
$719K
BWP
379
Balboa Wealth Partners
Arizona
$718K
IA
380
Inspire Advisors
Idaho
$713K
SA
381
Sovran Advisors
California
$708K
CCG
382
Catalina Capital Group
California
$707K
SFS
383
Sowell Financial Services
Arkansas
$706K
GC
384
GatePass Capital
Ohio
$703K
ISFAN
385
Investor's Fiduciary Advisor Network
Washington
$694K
RIP
386
RAM Investment Partners
Washington
$689K
CFG
387
Cosner Financial Group
Colorado
$684K
RWP
388
RWA Wealth Partners
Massachusetts
$674K
ATC
389
Adirondack Trust Company
New York
$672K
AWA
390
Asempa Wealth Advisors
Louisiana
$666K
BAAM
391
Baker Avenue Asset Management
California
$662K
FAL
392
Focused Alpha LLC
Colorado
$661K
HNWA
393
Henrickson Nauta Wealth Advisors
Michigan
$653K
FAG
394
Financial Architects (Georgia)
Georgia
$650K
SGCM
395
Sanchez Gaunt Capital Management
Nevada
$643K
GS
396
GTS Securities
New York
$640K
TAP
397
TSG Advice Partners
Ohio
$639K
MA
398
MONECO Advisors
Connecticut
$633K
BFG
399
Berger Financial Group
Minnesota
$624K
RWIA
400
Roger Wittlin Investment Advisory
California
$622K