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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

382 hedge funds and large institutions have $3.38B invested in Invesco S&P 500 Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 195 increasing their positions, 81 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+35
Holders Change %
+10.09%
% of All Funds
5.19%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.35%
New
86
Increased
195
Reduced
81
Closed
40
Calls
$2.16M
Puts
$1.43M
Net Calls
+$726K
Net Calls Change
+$774K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$557M
2
LPL Financial
LPL Financial
California
$331M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$122M
4
UBS Group
UBS Group
Switzerland
$57M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$40.7M

Top Sellers

1
SMG
Smart Money Group
Texas
$492K
2
AWE
Avidian Wealth Enterprises
Texas
$1.6M
3
FGA
Fortis Group Advisors
New Jersey
$15.3M
4
FIS
Fischer Investment Strategies
California
$1.69M
5
IAA
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$26.3M +$11.2M +120,937 +74%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$24M +$22.5M +242,666 +1,415%
Wells Fargo
28
Wells Fargo
California
$23.8M -$5.03M -54,387 -17%
PS
29
Principal Securities
Iowa
$22.9M – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$21.9M +$15.9M +172,127 +268%
RIM
31
Redwood Investment Management
Arizona
$21.8M +$19.6M +211,398 +886%
BIG
32
Brookwood Investment Group
Arizona
$21.5M +$21.5M +232,406 New
UWM
33
USAdvisors Wealth Management
Minnesota
$21M +$332K +3,590 +2%
IWS
34
Insight Wealth Strategies
California
$20.5M +$20.5M +221,372 New
Goldman Sachs
35
Goldman Sachs
New York
$18.9M +$18.9M +204,255 New
RW
36
RVW Wealth
California
$18.5M +$12.6M +136,498 +213%
HAS
37
HBW Advisory Services
California
$17M +$2.22M +24,029 +15%
APW
38
Austin Private Wealth
Texas
$15.5M +$1.35M +14,618 +10%
FGA
39
Fortis Group Advisors
New Jersey
$15.3M -$11.4M -123,553 -43%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$14.7M +$9.67M +104,551 +193%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$14.4M +$4.42M +47,752 +44%
AG
42
Ascent Group
Virginia
$14.3M +$9.95M +107,558 +231%
Mirae Asset Global Investments
43
Mirae Asset Global Investments
South Korea
$13M +$13M +140,518 New
SF
44
Seros Financial
Arizona
$12.5M +$10.7M +115,803 +607%
CIA
45
Concurrent Investment Advisors
Florida
$11.8M +$11M +119,196 +1,462%
AWG
46
Altus Wealth Group
Colorado
$11.8M +$8.39M +90,684 +249%
PAG
47
Private Advisor Group
New Jersey
$11.6M +$2.05M +22,185 +21%
IA
48
Integrity Alliance
Iowa
$11.5M +$5.78M +62,494 +101%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$11.2M -$5.08M -54,938 -31%
IWM
50
IHT Wealth Management
Illinois
$11M -$720K -7,783 -6%
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