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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
EL
651
EWA LLC
Pennsylvania
-$9.62M -80,627 Closed
IA
652
IFG Advisory
Georgia
-$7.05M -59,047 Closed
NFG
653
Norris Financial Group
South Carolina
-$6.59M -55,251 Closed
CCA
654
Childress Capital Advisors
Texas
-$5.51M -46,175 Closed
LTM
655
Lotus Technology Management
Florida
-$4.84M -40,531 Closed
CF
656
Convergence Financial
Missouri
-$4.31M -36,116 Closed
PC
657
Payne Capital
Oregon
-$3.91M -32,767 Closed
LWM
658
Lionsbridge Wealth Management
Florida
-$3.79M -31,799 Closed
WAOI
659
Wealth Advisors of Iowa
Iowa
-$3.74M -31,323 Closed
KIM
660
Kestra Investment Management
Texas
-$3.57M -29,946 Closed
OCM
661
One Capital Management
California
-$3.32M -27,850 Closed
OCM
662
Orser Capital Management
Texas
-$2.93M -24,555 Closed
WA
663
Win Advisors
Florida
-$2.89M -24,214 Closed
FS
664
Ferguson Shapiro
Georgia
-$2.85M -23,926 Closed
CAS
665
Coppell Advisory Solutions
Texas
-$2.52M -20,936 Closed
BHB
666
Bank Hapoalim BM
Israel
-$1.78M -14,958 Closed
Citadel Advisors
667
Citadel Advisors
Florida
-$1.43M -12,078 Closed
LMFP
668
Larry Mathis Financial Planning
Arizona
-$1.15M -9,602 Closed
RAM
669
Riggs Asset Management
Pennsylvania
-$1.13M -9,502 Closed
DAS
670
Diversify Advisory Services
Utah
-$1.06M -8,836 Closed
AP
671
Advisors Preferred
Maryland
-$1.04M -8,663 Closed
PIM
672
Parker Investment Management
California
-$1.03M -8,638 Closed
AWA
673
Arete Wealth Advisors
Illinois
-$938K -7,865 Closed
FWA
674
Flagship Wealth Advisors
Massachusetts
-$874K -7,325 Closed
LA
675
Lifeworks Advisors
Michigan
-$869K -7,287 Closed