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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

466 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 118 funds opening new positions, 233 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+84
Holders Change %
+21.99%
% of All Funds
6.25%
Holding in Top 10
42
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+61.54%
% of All Funds
0.56%
New
118
Increased
233
Reduced
93
Closed
30
Calls
$10.2M
Puts
$1.55M
Net Calls
+$8.64M
Net Calls Change
+$7.91M

Top Buyers

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

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.78M
2
UBS Group
UBS Group
Switzerland
$30.8M
3
OCM
One Capital Management
California
$15.3M
4
TC
Trilogy Capital
California
$15.3M
5
UWM
USAdvisors Wealth Management
Minnesota
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
Mutual Advisors
Nebraska
$10.2M +$8.19M +71,240 +411%
PWM
77
Perigon Wealth Management
California
$9.35M +$1.35M +11,965 +17%
SO
78
Sierra Ocean
California
$9.2M +$906K +8,055 +11%
CIAS
79
CFS Investment Advisory Services
New Jersey
$9.07M -$59.6K -530 -0.7%
CCFM
80
Clear Creek Financial Management
Washington
$9.03M +$546K +4,857 +6%
AWS
81
Atria Wealth Solutions
New York
$8.92M -$1.89M -16,787 -17%
WWM
82
WJ Wealth Management
Arizona
$8.8M -$1.17M -10,437 -12%
Invesco
83
Invesco
Georgia
$8.56M +$2.61M +23,223 +44%
AWM
84
Able Wealth Management
New Jersey
$8.41M +$723K +6,426 +9%
Truist Financial
85
Truist Financial
North Carolina
$8.4M +$1.12M +9,959 +15%
CWA
86
Centennial Wealth Advisory
Michigan
$8.19M +$635K +5,735 +8%
MF
87
Manchester Financial
California
$8.15M +$3.99M +35,450 +96%
CFS
88
Compass Financial Services
Iowa
$7.83M +$7.75M +68,885 +8,993%
Jones Financial Companies
89
Jones Financial Companies
Missouri
$7.81M +$3.11M +27,765 +66%
TWP
90
Tempus Wealth Planning
California
$7.69M +$2.95M +26,203 +62%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$7.59M -$10.3M -91,275 -57%
SWM
92
StoneCrest Wealth Management
Arizona
$7.58M +$588K +5,227 +8%
HGWM
93
Horst & Graben Wealth Management
Oregon
$7.49M +$342K +3,040 +5%
SPIA
94
Steward Partners Investment Advisory
New York
$7.37M -$244K -2,167 -3%
FPGK
95
Financial Partners Group (Kansas)
Kansas
$7.26M +$740K +6,582 +11%
BRWA
96
B. Riley Wealth Advisors
Florida
$7.06M +$7.06M +62,728 New
PWA
97
Physician Wealth Advisors
Utah
$7M +$20.6K +183 +0.3%
CRI
98
Colonial River Investments
Virginia
$6.88M +$985K +8,761 +17%
GRP
99
Global Retirement Partners
California
$6.77M +$6.77M +60,206 New
WIP
100
WealthCare Investment Partners
Rhode Island
$6.71M +$798K +7,090 +13%
2 3
4
5 6