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Invesco S&P 500 Momentum ETF

648 hedge funds and large institutions have $6.46B invested in Invesco S&P 500 Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 339 increasing their positions, 173 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $33.5M | Put options by funds: $12M

96% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 173

31% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 65

1% more funds holding

Funds holding: 644648 (+4)

3.26% less ownership

Funds ownership: 53.69%50.43% (-3.3%)

9% less capital invested

Capital invested by funds: $7.11B → $6.46B (-$654M)

24% less funds holding in top 10

Funds holding in top 10: 6751 (-16)

Holders
648
Holders Change
+4
Holders Change %
+0.62%
% of All Funds
7.98%
Holding in Top 10
51
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-23.88%
% of All Funds
0.63%
New
85
Increased
339
Reduced
173
Closed
65
Calls
$33.5M
Puts
$12M
Net Calls
+$21.5M
Net Calls Change
+$19.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FWI
526
Facet Wealth Inc
Maryland
$247K +$52.7K +446 +25%
OC
527
Optima Capital
Oregon
$247K -$65.1K -551 -20%
SWM
528
Silverlake Wealth Management
Vermont
$241K +$254K +2,147 New
BCP
529
Berkeley Capital Partners
Georgia
$233K -$118 -1 -0%
CFG
530
Cooper Financial Group
California
$230K +$35.7K +302 +17%
KFGK
531
Keystone Financial Group (Kentucky)
Kentucky
$228K +$240K +2,034 New
AA
532
Ancora Advisors
Ohio
$228K +$236 +2 +0.1%
AI
533
Axos Invest
Nevada
$227K -$138K -1,170 -37%
DOA
534
D'Orazio & Associates
Virginia
$225K +$238K +2,011 New
OCM
535
Orleans Capital Management
Louisiana
$224K
MWM
536
Maridea Wealth Management
New York
$224K +$27.5K +233 +13%
CCC
537
Compass Capital Corp
Massachusetts
$222K -$40.7K -344 -18%
BIG
538
Brooklyn Investment Group
New York
$222K +$234K +1,982 New
PWAM
539
Private Wealth Asset Management
Iowa
$219K -$140K -1,188 -38%
TCA
540
Transcend Capital Advisors
New Jersey
$218K +$230K +1,945 New
SMAM
541
Sugar Maple Asset Management
Wisconsin
$218K -$327K -2,770 -59%
IP
542
Indivisible Partners
Florida
$215K +$709 +6 +0.3%
NIA
543
NBZ Investment Advisors
Tennessee
$213K +$224K +1,898 New
HNB
544
Huntington National Bank
Ohio
$211K +$222K +1,881 New
BAMG
545
Brand Asset Management Group
Missouri
$210K -$282K -2,387 -56%
MCWS
546
McKinley Carter Wealth Services
West Virginia
$209K
SWM
547
SeaCrest Wealth Management
New York
$209K +$220K +1,863 New
ICMM
548
Integrated Capital Management (Michigan)
Michigan
$208K +$709 +6 +0.3%
SFC
549
Strategic Financial Concepts
Texas
$206K +$206K +1,740 New
SPWG
550
Syntegra Private Wealth Group
Missouri
$205K +$473 +4 +0.2%