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Invesco S&P 500 Momentum ETF

642 hedge funds and large institutions have $7.11B invested in Invesco S&P 500 Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 321 increasing their positions, 137 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.4M
Puts
$8.83M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
501
Symphony Financial
Texas
$317K
OPWM
502
Oregon Pacific Wealth Management
Oregon
$314K
IAA
503
Independent Advisor Alliance
North Carolina
$306K
LA
504
Latitude Advisors
Florida
$304K
CB
505
Commerce Bank
Missouri
$303K
PWA
506
Primoris Wealth Advisors
Florida
$303K
GFG
507
Goldstone Financial Group
Illinois
$303K
BWM
508
BAM Wealth Management
Colorado
$300K
IWB
509
Innovative Wealth Building
Maryland
$298K
AOWM
510
Asset One Wealth Management
Washington
$298K
TSMHT
511
Thurston Springer Miller Herd & Titak
Indiana
$295K
SW
512
SMART Wealth
Nebraska
$295K
HFA
513
High Falls Advisors
New York
$295K
Neuberger Berman Group
514
Neuberger Berman Group
New York
$290K
BFG
515
Beacon Financial Group
Texas
$284K
DWM
516
Diversify Wealth Management
Utah
$283K
BAAM
517
Baker Avenue Asset Management
California
$282K
BIA
518
Bell Investment Advisors
California
$279K
SP
519
Sequent Planning
Nebraska
$267K
VCM
520
Virtue Capital Management
Tennessee
$263K
SI
521
Seeds Investor
New York
$251K
EAM
522
Empirical Asset Management
Massachusetts
$251K
BCP
523
Berkeley Capital Partners
Georgia
$248K
RWB
524
RMR Wealth Builders
New Jersey
$246K
AA
525
Ancora Advisors
Ohio
$242K