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Invesco S&P 500 Momentum ETF

624 hedge funds and large institutions have $7.04B invested in Invesco S&P 500 Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 314 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
63
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.4M
Puts
$8.83M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMWM
51
Whitaker-Myers Wealth Managers
Ohio
$24M
SWP
52
Stratos Wealth Partners
Ohio
$23.8M
GA
53
Goldstein Advisors
Wisconsin
$23.2M
PWM
54
Perigon Wealth Management
California
$20.7M
BCI
55
Brinker Capital Investments
Pennsylvania
$20.7M
CW
56
CreativeOne Wealth
Kansas
$20.3M
OWG
57
Oxford Wealth Group
Florida
$20.2M
NWM
58
NRI Wealth Management
California
$19.9M
AWM
59
Axxcess Wealth Management
California
$19.9M
CIA
60
Concurrent Investment Advisors
Florida
$19.4M
BOC
61
Bull Oak Capital
California
$18.8M
BCM
62
Brookstone Capital Management
Illinois
$18.7M
RA
63
RFG Advisory
Alabama
$18.6M
TFS
64
Thoroughbred Financial Services
Tennessee
$17.7M
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.5M
AWG
66
Altus Wealth Group
Colorado
$17.3M
CWMGP
67
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$17.1M
AWA
68
Adapt Wealth Advisors
Georgia
$17M
TC
69
Trilogy Capital
California
$16.5M
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$16.3M
NA
71
NewEdge Advisors
Louisiana
$16.3M
FGA
72
Fortis Group Advisors
New Jersey
$16.1M
LCWM
73
Legacy Capital Wealth Management
Texas
$16M
CIAS
74
CFS Investment Advisory Services
New Jersey
$15.5M
PAS
75
Park Avenue Securities
New York
$15.4M