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Invesco S&P 500 Momentum ETF

468 hedge funds and large institutions have $5.85B invested in Invesco S&P 500 Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 235 increasing their positions, 93 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.2M
Puts
$1.55M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$10.2M
PWM
77
Perigon Wealth Management
California
$9.35M
SO
78
Sierra Ocean
California
$9.2M
CIAS
79
CFS Investment Advisory Services
New Jersey
$9.07M
CCFM
80
Clear Creek Financial Management
Washington
$9.03M
AWS
81
Atria Wealth Solutions
New York
$8.92M
WWM
82
WJ Wealth Management
Arizona
$8.8M
Invesco
83
Invesco
Georgia
$8.56M
AWM
84
Able Wealth Management
New Jersey
$8.41M
Truist Financial
85
Truist Financial
North Carolina
$8.4M
CWA
86
Centennial Wealth Advisory
Michigan
$8.19M
MF
87
Manchester Financial
California
$8.15M
CFS
88
Compass Financial Services
Iowa
$7.83M
Jones Financial Companies
89
Jones Financial Companies
Missouri
$7.81M
TWP
90
Tempus Wealth Planning
California
$7.69M
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$7.59M
SWM
92
StoneCrest Wealth Management
Arizona
$7.58M
HGWM
93
Horst & Graben Wealth Management
Oregon
$7.49M
SPIA
94
Steward Partners Investment Advisory
New York
$7.37M
FPGK
95
Financial Partners Group (Kansas)
Kansas
$7.26M
BRWA
96
B. Riley Wealth Advisors
Florida
$7.06M
PWA
97
Physician Wealth Advisors
Utah
$7M
CRI
98
Colonial River Investments
Virginia
$6.88M
GRP
99
Global Retirement Partners
California
$6.77M
WIP
100
WealthCare Investment Partners
Rhode Island
$6.71M