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Invesco S&P 500 Momentum ETF

640 hedge funds and large institutions have $6.42B invested in Invesco S&P 500 Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 333 increasing their positions, 171 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3.62% less ownership

Funds ownership: 53.68%50.06% (-3.6%)

10% less capital invested

Capital invested by funds: $7.11B → $6.42B (-$695M)

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

Holders
640
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33.5M
Puts
$12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Perigon Wealth Management
California
$21M
SF
52
Seros Financial
Arizona
$20.9M
CW
53
CreativeOne Wealth
Kansas
$20.8M
BOC
54
Bull Oak Capital
California
$19.7M
TFS
55
Thoroughbred Financial Services
Tennessee
$19.1M
TWP
56
Triad Wealth Partners
Kansas
$18.6M
RA
57
RFG Advisory
Alabama
$18.6M
FEG
58
Financial Enhancement Group
Indiana
$17.8M
AWA
59
Adapt Wealth Advisors
Georgia
$16.8M
CIAS
60
CFS Investment Advisory Services
New Jersey
$16.7M
MWM
61
Modern Wealth Management
Kansas
$16.7M
MF
62
Manchester Financial
California
$16.3M
PAS
63
Park Avenue Securities
New York
$16M
AWG
64
Altus Wealth Group
Colorado
$15.9M
VVP
65
Venture Visionary Partners
Ohio
$15.8M
LCWM
66
Legacy Capital Wealth Management
Texas
$15.6M
IA
67
Integrity Alliance
Iowa
$15.4M
TC
68
Trilogy Capital
California
$15.3M
JEST
69
JTC Employer Solutions Trustee
Jersey
$14.9M
KW
70
KWB Wealth
California
$14.7M
SO
71
Sierra Ocean
California
$14.7M
SPIA
72
Steward Partners Investment Advisory
New York
$14.4M
HGWM
73
Horst & Graben Wealth Management
Oregon
$14.4M
Ameriprise
74
Ameriprise
Minnesota
$14.1M
SF
75
Summit Financial
New Jersey
$13.4M