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Invesco S&P 500 Momentum ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PSFG
426
Park Square Financial Group
Georgia
$76.7K -$50.9K -453 -40%
CCM
427
Chilton Capital Management
Texas
$72.1K
LWMI
428
Legacy Wealth Management (Idaho)
Idaho
$65.9K -$6.07K -54 -8%
LIS
429
Legacy Investment Solutions
Idaho
$65.9K +$65.9K +586 New
SIS
430
Sound Income Strategies
Florida
$59.5K
WP
431
WealthShield Partners
North Carolina
$55.8K +$21.3K +189 +62%
OWP
432
ORG Wealth Partners
Texas
$47.7K
FDW
433
Fourth Dimension Wealth
Ohio
$45K +$11.2K +100 +33%
TCM
434
Tradewinds Capital Management
Washington
$39.8K +$30.8K +274 +343%
RF
435
Rossby Financial
Florida
$34.2K +$24.1K +214 +238%
MSFP
436
Mark Sheptoff Financial Planning
Connecticut
$31.5K +$31.5K +280 New
GIA
437
GHP Investment Advisors
Colorado
$29.8K +$14.8K +132 +99%
Schroder Investment Management Group
438
Schroder Investment Management Group
United Kingdom
$26.4K +$26.4K +235 New
ST
439
Smithfield Trust
Pennsylvania
$26K
NP
440
NorthRock Partners
Minnesota
$25.4K -$63.5K -565 -71%
CIAS
441
Capital Investment Advisory Services
North Carolina
$24.9K +$18.9K +168 +317%
CIBC Private Wealth Group
442
CIBC Private Wealth Group
Georgia
$24.1K +$24.1K +214 New
NS
443
NBC Securities
Alabama
$24K
BWL
444
Bogart Wealth LLC
Virginia
$23.1K +$562 +5 +3%
TFG
445
Team Financial Group
California
$22.5K +$22.5K +200 New
AAP
446
Arax Advisory Partners
Colorado
$21.9K +$21.9K +194 New
AIC
447
Archer Investment Corporation
Indiana
$20.5K
AAG
448
Armstrong Advisory Group
Massachusetts
$19.6K +$19.6K +175 New
HCM
449
Hollencrest Capital Management
California
$16.4K -$6.19K -55 -27%
WCM
450
Westend Capital Management
California
$16.4K