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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
6.22%
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 %
AA
401
Armis Advisers
Georgia
$224K 1,987 +1,987 New
SMG
402
Smart Money Group
Texas
$219K 1,946 -3,371 -63%
Mercer Global Advisors
403
Mercer Global Advisors
Colorado
$214K 1,902 +1,902 New
CB
404
Cadence Bank
Mississippi
$212K 1,881 +1,881 New
MCWS
405
McKinley Carter Wealth Services
West Virginia
$210K 1,867 +1,867 New
CWMK
406
Caliber Wealth Management (Kansas)
Kansas
$209K 1,855 +1,855 New
VF
407
Vawter Financial
Ohio
$208K 1,851 +1,851 New
FAG
408
Fortitude Advisory Group
Washington
$208K 1,845 +1,845 New
MCA
409
Magnolia Capital Advisors
Mississippi
$207K 1,836 +1,836 New
DWM
410
Darwin Wealth Management
Florida
$185K 1,646 -95 -5%
AW
411
Avion Wealth
Texas
$168K 1,500 +1,500 New
LFG
412
Larson Financial Group
Missouri
$165K 1,471 +1,471 New
FFL
413
Financial Freedom LLC
Ohio
$161K 1,433 – –
RFS
414
Richardson Financial Services
Massachusetts
$152K 1,373 +410 +43%
EWM
415
Evolution Wealth Management
Florida
$147K 1,303 +1,303 New
CF
416
Centaurus Financial
California
$146K 1,301 +109 +9%
TPWA
417
Twin Peaks Wealth Advisors
California
$141K 1,186 +1,186 New
SVWA
418
Sarver Vrooman Wealth Advisors
Missouri
$137K 1,216 – –
FHA
419
First Horizon Advisors
Tennessee
$135K 1,203 +1,203 New
Citigroup
420
Citigroup
New York
$131K 1,166 -278 -19%
AA
421
Ancora Advisors
Ohio
$119K 1,062 +1,062 New
AF
422
Advisornet Financial
Minnesota
$108K 956 -348 -27%
TCOV
423
Trust Company of Vermont
Vermont
$93K 827 +827 New
GTAM
424
Global Trust Asset Management
Florida
$87.2K 775 +775 New
PSFG
425
Park Square Financial Group
Georgia
$76.7K 682 -453 -40%
15 16
17
18 19