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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
Bank of Montreal
401
Bank of Montreal
Ontario, Canada
$619K
FTS
402
Fifth Third Securities
Ohio
$608K
P
403
&Partners
Tennessee
$607K
TC
404
TAGStone Capital
North Carolina
$606K
USCWA
405
U.S. Capital Wealth Advisors
Texas
$601K
SA
406
Sonoma Allocations
California
$589K
SAW
407
Signal Advisors Wealth
Michigan
$589K
SAM
408
Smartleaf Asset Management
Massachusetts
$587K
RFP
409
RCS Financial Planning
Maryland
$583K
BlackRock
410
BlackRock
New York
$581K
SIS
411
Sound Income Strategies
Florida
$573K
SSWM
412
Sheets Smith Wealth Management
North Carolina
$571K
LWA
413
Lantern Wealth Advisors
New York
$569K
AFP
414
Ausdal Financial Partners
Iowa
$565K
PEWA
415
Pacific Excel Wealth Advisors
California
$564K
GWP
416
Gateway Wealth Partners
Wisconsin
$562K
CFP
417
Comprehensive Financial Planning
Pennsylvania
$559K
TGAM
418
TBH Global Asset Management
Tennessee
$555K
CAM
419
Clarity Asset Management
Iowa
$553K
PFT
420
Providence First Trust
Arizona
$549K
VR
421
Valued Retirements
Texas
$549K
PWM
422
Parkway Wealth Management
Texas
$541K
OSAM
423
O'Shaughnessy Asset Management
Connecticut
$539K
CWM
424
Centurion Wealth Management
Virginia
$530K
GWMIA
425
Global Wealth Management Investment Advisory
Florida
$527K