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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
$557M
2
LPL Financial
LPL Financial
California
$331M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$122M
4
UBS Group
UBS Group
Switzerland
$57M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$40.7M

Top Sellers

1
SMG
Smart Money Group
Texas
$492K
2
AWE
Avidian Wealth Enterprises
Texas
$1.6M
3
FGA
Fortis Group Advisors
New Jersey
$15.3M
4
FIS
Fischer Investment Strategies
California
$1.69M
5
IAA
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
401
Armis Advisers
Georgia
– -$320K -3,372 Closed
RF
402
RHS Financial
California
– -$300K -3,158 Closed
IWA
403
Integrity Wealth Advisors
California
– -$232K -2,446 Closed
LWM
404
Liberty Wealth Management
California
– -$227K -2,391 Closed
SW
405
Simplicity Wealth
New Jersey
– -$206K -2,170 Closed
BAS
406
Breakthru Advisory Services
Wisconsin
– -$203K -2,136 Closed
LC
407
Lavaca Capital
Texas
– -$166K -1,750 Closed
NFSG
408
Newbridge Financial Services Group
Florida
– -$148K -1,555 Closed
Comerica Bank
409
Comerica Bank
Texas
– -$68.2K -718 Closed
FWM
410
FLP Wealth Management
Arkansas
– -$48.4K -509 Closed
Bank Julius Baer & Co
411
Bank Julius Baer & Co
Switzerland
– -$47.5K -453 Closed
OP
412
ORG Partners
Indiana
– -$40.9K -430 Closed
GTAM
413
Global Trust Asset Management
Florida
– -$40.9K -430 Closed
AP
414
Advisors Preferred
Maryland
– -$40K -419 Closed
CJ
415
Caitlin John
Michigan
– -$38.8K -408 Closed
CIBC Private Wealth Group
416
CIBC Private Wealth Group
Georgia
– -$38K -393 Closed
GEA
417
Glen Eagle Advisors
New Jersey
– -$15K -158 Closed
PA
418
Parallel Advisors
California
– -$10.4K -109 Closed
MLA
419
MB, Levis & Associates
Pennsylvania
– -$8.08K -85 Closed
YP
420
YANKCOM Partnership
South Dakota
– -$6.46K -68 Closed
PIS
421
POM Investment Strategies
North Carolina
– -$6.18K -65 Closed
WPA
422
West Paces Advisors
Georgia
– -$3.42K -36 Closed
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