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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
$918M
2
LPL Financial
LPL Financial
California
$601M
3
MCM
Mainstay Capital Management
Michigan
$296M
4
Morgan Stanley
Morgan Stanley
New York
$200M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$276M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.78M
2
UBS Group
UBS Group
Switzerland
$30.8M
3
OCM
One Capital Management
California
$15.3M
4
TC
Trilogy Capital
California
$15.3M
5
UWM
USAdvisors Wealth Management
Minnesota
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$38.2M +$3.45M +30,698 +10%
RIM
27
Redwood Investment Management
Arizona
$31.6M +$5.17M +45,947 +20%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$31.6M +$5.01M +44,589 +19%
UBS Group
29
UBS Group
Switzerland
$30.8M -$38.5M -342,150 -56%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$28.9M +$15.3M +135,721 +112%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$27.8M +$19.1M +169,631 +218%
RW
32
RVW Wealth
California
$25.4M +$2.87M +25,556 +13%
FGA
33
Fortis Group Advisors
New Jersey
$25.3M +$6.2M +53,564 +32%
HAS
34
HBW Advisory Services
California
$24.6M +$4.01M +35,683 +19%
IWS
35
Insight Wealth Strategies
California
$24.5M -$33K -298 -0.1%
PWP
36
Perfromance Wealth Partners
Illinois
$24.2M +$24.2M +215,419 New
Stifel Financial
37
Stifel Financial
Missouri
$23.2M -$9.01M -80,145 -28%
TWM
38
Triton Wealth Management
Arizona
$22.9M +$22.9M +200,151 New
Bank of Nova Scotia
39
Bank of Nova Scotia
Ontario, Canada
$22.5M +$22.5M +200,000 New
Mariner
40
Mariner
Kansas
$21.4M +$15.1M +134,049 +237%
HighTower Advisors
41
HighTower Advisors
Illinois
$19.2M +$8.57M +76,212 +81%
APW
42
Austin Private Wealth
Texas
$19.1M +$191K +1,694 +1%
PAS
43
Park Avenue Securities
New York
$18.7M +$6.92M +61,560 +59%
Goldman Sachs
44
Goldman Sachs
New York
$18.6M -$4.38M -38,925 -19%
AWM
45
Axxcess Wealth Management
California
$18.3M +$11.5M +102,673 +171%
WA
46
Win Advisors
Florida
$17.7M +$14.4M +128,389 +448%
SWP
47
Stratos Wealth Partners
Ohio
$17.4M +$15.5M +137,919 +830%
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$17.3M -$146K -1,300 -0.8%
PAG
49
Private Advisor Group
New Jersey
$17.2M +$3.12M +27,783 +22%
AG
50
Ascent Group
Virginia
$17.1M -$205K -1,823 -1%
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