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Invesco S&P 500 Momentum ETF

648 hedge funds and large institutions have $6.46B invested in Invesco S&P 500 Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 338 increasing their positions, 173 reducing their positions, and 65 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:

more funds holding

Funds holding:

3.26% less ownership

Funds ownership: 53.69%50.43% (-3.3%)

9% less capital invested

Capital invested by funds: $7.11B → $6.46B (-$654M)

24% less funds holding in top 10

Funds holding in top 10: 6751 (-16)

Holders
648
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
GS
401
GTS Securities
New York
$640K
TAP
402
TSG Advice Partners
Ohio
$639K
MA
403
MONECO Advisors
Connecticut
$633K
BFG
404
Berger Financial Group
Minnesota
$624K
RWIA
405
Roger Wittlin Investment Advisory
California
$622K
Bank of Montreal
406
Bank of Montreal
Ontario, Canada
$619K
ACA
407
Alpha Capital Advisors
Maine
$614K
FTS
408
Fifth Third Securities
Ohio
$608K
P
409
&Partners
Tennessee
$607K
TC
410
TAGStone Capital
North Carolina
$606K
USCWA
411
U.S. Capital Wealth Advisors
Texas
$601K
SA
412
Sonoma Allocations
California
$589K
SAW
413
Signal Advisors Wealth
Michigan
$589K
SAM
414
Smartleaf Asset Management
Massachusetts
$587K
RFP
415
RCS Financial Planning
Maryland
$583K
BlackRock
416
BlackRock
New York
$581K
SIS
417
Sound Income Strategies
Florida
$573K
SSWM
418
Sheets Smith Wealth Management
North Carolina
$571K
LWA
419
Lantern Wealth Advisors
New York
$569K
AFP
420
Ausdal Financial Partners
Iowa
$565K
PEWA
421
Pacific Excel Wealth Advisors
California
$564K
GWP
422
Gateway Wealth Partners
Wisconsin
$562K
CFP
423
Comprehensive Financial Planning
Pennsylvania
$559K
TGAM
424
TBH Global Asset Management
Tennessee
$555K
CAM
425
Clarity Asset Management
Iowa
$553K