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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 %
CWM
451
Copia Wealth Management
Oregon
$15.6K – – –
SL
452
Salomon & Ludwin
Virginia
$15.6K +$15.6K +140 New
CAM
453
Costello Asset Management
Pennsylvania
$13.2K – – –
BTD
454
BankPlus Trust Department
Mississippi
$10.5K – – –
CIA
455
Cape Investment Advisory
Georgia
$10.2K +$3.94K +35 +63%
Russell Investments Group
456
Russell Investments Group
United Kingdom
$9.11K +$5.85K +52 +179%
EWA
457
EverSource Wealth Advisors
Alabama
$6.41K +$225 +2 +4%
KG
458
Kilter Group
New York
$5.96K +$5.96K +53 New
SA
459
Scarborough Advisors
Maryland
$5.43K +$5.43K +48 New
TC
460
Truvestments Capital
Florida
$3.04K – – –
Simplex Trading
461
Simplex Trading
Illinois
$3K -$5.56K -63 -65%
T
462
Transce3nd
Texas
$2.7K +$2.7K +24 New
OLVIG
463
Oliver Lagore Vanvalin Investment Group
Michigan
$1.76K +$1.76K +19 New
NB
464
NBT Bank
New York
$675 – – –
PWM
465
Proathlete Wealth Management
Florida
$563 +$225 +2 +67%
HFS
466
Hughes Financial Services
Virginia
$116 +$116 +1 New
Mirae Asset Global Investments
467
Mirae Asset Global Investments
South Korea
– -$13M -140,518 Closed
CWMGP
468
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$10.7M -116,148 Closed
EF
469
Empowered Funds
Pennsylvania
– -$9.06M -97,862 Closed
SPW
470
Surience Private Wealth
Washington
– -$8.01M -86,547 Closed
Susquehanna International Group
471
Susquehanna International Group
Pennsylvania
– -$6.34M -68,505 Closed
Jane Street
472
Jane Street
New York
– -$3.74M -40,389 Closed
SIM
473
Synergy Investment Management
Florida
– -$1.77M -19,122 Closed
QC
474
Quadrature Capital
United Kingdom
– -$1.64M -17,718 Closed
AI
475
Atom Investors
Texas
– -$1.34M -14,479 Closed
16 17 18
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