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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

463 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 116 funds opening new positions, 233 increasing their positions, 92 reducing their positions, and 29 closing their positions.

Holders
463
Holders Change
+81
Holders Change %
+21.2%
% of All Funds
6.22%
Holding in Top 10
42
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+61.54%
% of All Funds
0.56%
New
116
Increased
233
Reduced
92
Closed
29
Calls
$10.2M
Puts
$1.55M
Net Calls
+$8.64M
Net Calls Change
+$7.91M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$918M
2
LPL Financial
2
LPL Financial
California
$601M
3
MCM
3
Mainstay Capital Management
Michigan
$296M
4
Morgan Stanley
4
Morgan Stanley
New York
$200M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$276M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$2.78M
2
UBS Group
2
UBS Group
Switzerland
$30.8M
3
OCM
3
One Capital Management
California
$15.3M
4
TC
4
Trilogy Capital
California
$15.3M
5
UWM
5
USAdvisors Wealth Management
Minnesota
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
EFG
51
Ethos Financial Group
Pennsylvania
$16.7M 148,375 +148,375 New
PIM
52
Parker Investment Management
California
$15.9M 141,338 +141,338 New
BI
53
BFI Infinity
Switzerland
$15.5M 138,176 +128,650 +1,351%
VWM
54
Vigilare Wealth Management
Arizona
$15.3M 136,473 +88,849 +187%
OCM
55
One Capital Management
California
$15.3M 136,330 -275,293 -67%
TC
56
Trilogy Capital
California
$15.3M 135,739 -245,179 -64%
CIA
57
Concurrent Investment Advisors
Florida
$15.2M 135,238 +7,889 +6%
AWG
58
Altus Wealth Group
Colorado
$14.8M 131,514 +4,381 +3%
AI
59
Atria Investments
North Carolina
$14.6M 130,195 +113,814 +695%
SWM
60
SigFig Wealth Management
California
$14.4M 128,364 +38,914 +44%
CW
61
CreativeOne Wealth
Kansas
$14M 124,805 +5,747 +5%
SF
62
Seros Financial
Arizona
$13.9M 123,761 -11,135 -8%
BIG
63
Brookwood Investment Group
Arizona
$13.7M 121,584 -110,822 -48%
KA
64
Kovack Advisors
Florida
$13.7M 121,504 +121,504 New
FEG
65
Financial Enhancement Group
Indiana
$13.6M 121,605 -2,971 -2%
IWM
66
IHT Wealth Management
Illinois
$13.6M 121,171 +2,076 +2%
BOC
67
Bull Oak Capital
California
$12.8M 113,569 +113,569 New
HI
68
Harbour Investments
Wisconsin
$12.7M 112,714 +25,716 +30%
AAS
69
Avantax Advisory Services
Texas
$12.1M 108,008 +42,931 +66%
IA
70
Integrity Alliance
Iowa
$12M 106,652 -17,744 -14%
GA
71
Goldstein Advisors
Wisconsin
$12M 106,381 -1,792 -2%
Marshall Wace
72
Marshall Wace
United Kingdom
$11.9M 105,820 +105,820 New
FIS
73
Fischer Investment Strategies
California
$11.2M 99,987 +81,707 +447%
IA
74
IFG Advisory
Georgia
$11M 98,070 +1,176 +1%
CLGM
75
Capitolis Liquid Global Markets
New York
$10.3M 91,800 +91,800 New
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