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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
SAM
451
Synergy Asset Management
Washington
$445K
SWIG
452
Strategic Wealth Investment Group
Kentucky
$444K
PA
453
Pinnacle Associates
New York
$441K
PWMAG
454
Pinnacle Wealth Management Advisory Group
New Jersey
$441K
FAG
455
Fortitude Advisory Group
Washington
$438K
Balyasny Asset Management
456
Balyasny Asset Management
Illinois
$437K
RPGK
457
Retirement Planning Group (Kansas)
Kansas
$433K
ECA
458
Elevation Capital Advisory
Oregon
$432K
Fifth Third Bancorp
459
Fifth Third Bancorp
Ohio
$432K
SIA
460
Soltis Investment Advisors
Utah
$425K
LA
461
Latitude Advisors
Florida
$421K
SEIA
462
Signature Estate & Investment Advisors
California
$419K
RFA
463
Resurgent Financial Advisors
Georgia
$412K
VPF
464
Vantage Point Financial
Illinois
$407K
BHBT
465
Burke & Herbert Bank & Trust
Virginia
$398K
EWA
466
Eagle Wealth Advisors
Connecticut
$397K
SI
467
Stephens Inc
Arkansas
$395K
SPI
468
Santori & Peters Inc
Pennsylvania
$392K
Bank of New York Mellon
469
Bank of New York Mellon
New York
$390K
KFA
470
Kapstone Financial Advisors
Ohio
$389K
BFPW
471
BOK Financial Private Wealth
Colorado
$382K
BCA
472
Bay Capital Advisors
Virginia
$374K
PAA
473
Peregrine Asset Advisers
Oregon
$368K
CWMK
474
Caliber Wealth Management (Kansas)
Kansas
$368K
SCA
475
Snowden Capital Advisors
New York
$367K