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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
PWM
51
Perigon Wealth Management
California
$21M +$1.64M +13,892 +8%
SF
52
Seros Financial
Arizona
$20.9M -$4.37M -36,969 -17%
CW
53
CreativeOne Wealth
Kansas
$20.8M +$1.8M +15,215 +9%
BOC
54
Bull Oak Capital
California
$19.7M +$2.07M +17,488 +11%
TFS
55
Thoroughbred Financial Services
Tennessee
$19.1M +$2.58M +21,790 +15%
TWP
56
Triad Wealth Partners
Kansas
$18.6M +$6.64M +56,175 +51%
RA
57
RFG Advisory
Alabama
$18.6M +$1.15M +9,723 +6%
FEG
58
Financial Enhancement Group
Indiana
$17.8M +$1.16M +9,775 +8%
FIS
59
Fischer Investment Strategies
California
$17.1M -$5.82M -49,234 -24%
AWA
60
Adapt Wealth Advisors
Georgia
$16.8M +$920K +7,783 +5%
CIAS
61
CFS Investment Advisory Services
New Jersey
$16.7M +$30.3K +256 +0.2%
MWM
62
Modern Wealth Management
Kansas
$16.7M +$2.03M +17,208 +13%
MF
63
Manchester Financial
California
$16.3M +$3.72M +31,519 +28%
PAS
64
Park Avenue Securities
New York
$16M +$1.59M +13,474 +10%
AWG
65
Altus Wealth Group
Colorado
$15.9M -$329K -2,781 -2%
VVP
66
Venture Visionary Partners
Ohio
$15.8M +$2.81M +23,777 +20%
NA
67
NewEdge Advisors
Louisiana
$15.8M +$565K +4,783 +4%
LCWM
68
Legacy Capital Wealth Management
Texas
$15.6M +$614K +5,196 +4%
IA
69
Integrity Alliance
Iowa
$15.4M +$1.07M +9,030 +7%
TC
70
Trilogy Capital
California
$15.3M -$219K -1,855 -1%
JEST
71
JTC Employer Solutions Trustee
Jersey
$14.9M
KW
72
KWB Wealth
California
$14.7M -$193K -1,635 -1%
SO
73
Sierra Ocean
California
$14.7M +$618K +5,230 +4%
SPIA
74
Steward Partners Investment Advisory
New York
$14.4M +$1.83M +15,486 +14%
HGWM
75
Horst & Graben Wealth Management
Oregon
$14.4M +$865K +7,317 +7%