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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 %
EIG
401
Ellenbecker Investment Group
Wisconsin
$224K +$224K +1,993 New
AA
402
Armis Advisers
Georgia
$224K +$224K +1,987 New
SMG
403
Smart Money Group
Texas
$219K -$379K -3,371 -63%
Mercer Global Advisors
404
Mercer Global Advisors
Colorado
$214K +$214K +1,902 New
CB
405
Cadence Bank
Mississippi
$212K +$212K +1,881 New
MCWS
406
McKinley Carter Wealth Services
West Virginia
$210K +$210K +1,867 New
CWMK
407
Caliber Wealth Management (Kansas)
Kansas
$209K +$209K +1,855 New
VF
408
Vawter Financial
Ohio
$208K +$208K +1,851 New
FAG
409
Fortitude Advisory Group
Washington
$208K +$208K +1,845 New
MCA
410
Magnolia Capital Advisors
Mississippi
$207K +$207K +1,836 New
DWM
411
Darwin Wealth Management
Florida
$185K -$10.7K -95 -5%
AW
412
Avion Wealth
Texas
$168K +$168K +1,500 New
LFG
413
Larson Financial Group
Missouri
$165K +$165K +1,471 New
FFL
414
Financial Freedom LLC
Ohio
$161K – – –
RFS
415
Richardson Financial Services
Massachusetts
$152K +$45.4K +410 +43%
EWM
416
Evolution Wealth Management
Florida
$147K +$147K +1,303 New
CF
417
Centaurus Financial
California
$146K +$12.2K +109 +9%
TPWA
418
Twin Peaks Wealth Advisors
California
$141K +$141K +1,186 New
SVWA
419
Sarver Vrooman Wealth Advisors
Missouri
$137K – – –
FHA
420
First Horizon Advisors
Tennessee
$135K +$135K +1,203 New
Citigroup
421
Citigroup
New York
$131K -$31.3K -278 -19%
AA
422
Ancora Advisors
Ohio
$119K +$119K +1,062 New
AF
423
Advisornet Financial
Minnesota
$108K -$39.1K -348 -27%
TCOV
424
Trust Company of Vermont
Vermont
$93K +$93K +827 New
GTAM
425
Global Trust Asset Management
Florida
$87.2K +$87.2K +775 New
15 16
17
18 19