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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

382 hedge funds and large institutions have $3.38B invested in Invesco S&P 500 Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 195 increasing their positions, 81 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+35
Holders Change %
+10.09%
% of All Funds
5.19%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.35%
New
86
Increased
195
Reduced
81
Closed
40
Calls
$2.16M
Puts
$1.43M
Net Calls
+$726K
Net Calls Change
+$774K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$557M
2
LPL Financial
2
LPL Financial
California
$331M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$122M
4
UBS Group
4
UBS Group
Switzerland
$57M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$40.7M

Top Sellers

1
SMG
1
Smart Money Group
Texas
$492K
2
AWE
2
Avidian Wealth Enterprises
Texas
$1.6M
3
FGA
3
Fortis Group Advisors
New Jersey
$15.3M
4
FIS
4
Fischer Investment Strategies
California
$1.69M
5
IAA
5
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
51
CreativeOne Wealth
Kansas
$11M -$747K -8,073 -6%
FEG
52
Financial Enhancement Group
Indiana
$11M +$11M +124,576 New
CWMGP
53
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$10.7M +$6.06M +65,515 +129%
GA
54
Goldstein Advisors
Wisconsin
$10M +$71.9K +777 +0.7%
PAS
55
Park Avenue Securities
New York
$9.65M +$2.59M +28,042 +37%
EF
56
Empowered Funds
Pennsylvania
$9.06M +$9.06M +97,862 New
IA
57
IFG Advisory
Georgia
$8.97M +$3.06M +33,056 +52%
AWS
58
Atria Wealth Solutions
New York
$8.89M +$2.53M +27,306 +40%
HighTower Advisors
59
HighTower Advisors
Illinois
$8.72M +$3.39M +36,666 +64%
SWM
60
SigFig Wealth Management
California
$8.25M +$3.05M +33,046 +59%
WWM
61
WJ Wealth Management
Arizona
$8.21M +$2.91M +31,407 +55%
HI
62
Harbour Investments
Wisconsin
$8.05M +$6.17M +66,668 +328%
SPW
63
Surience Private Wealth
Washington
$8.01M +$8.01M +86,547 New
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$7.52M -$1.58M -16,320 -17%
CIAS
65
CFS Investment Advisory Services
New Jersey
$7.51M -$203K -2,191 -3%
GWM
66
Geneos Wealth Management
Colorado
$7.37M +$4.66M +50,395 +172%
CCFM
67
Clear Creek Financial Management
Washington
$6.98M +$320K +3,457 +5%
SO
68
Sierra Ocean
California
$6.82M +$426K +4,602 +7%
PWM
69
Perigon Wealth Management
California
$6.59M +$4.21M +45,454 +177%
VC
70
Vicus Capital
Pennsylvania
$6.55M +$2.3M +24,906 +54%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$6.34M +$5.39M +58,297 +571%
AWM
72
Able Wealth Management
New Jersey
$6.33M +$1.51M +16,323 +31%
CWA
73
Centennial Wealth Advisory
Michigan
$6.32M +$2.1M +22,687 +50%
SPIA
74
Steward Partners Investment Advisory
New York
$6.26M +$3.77M +40,783 +152%
AAS
75
Avantax Advisory Services
Texas
$6.02M +$4.48M +48,422 +291%
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