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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
MWM
76
Modern Wealth Management
Kansas
$15.3M
IA
77
Integrity Alliance
Iowa
$15.3M
FEG
78
Financial Enhancement Group
Indiana
$15.2M
SO
79
Sierra Ocean
California
$15M
KW
80
KWB Wealth
California
$14.9M
JEST
81
JTC Employer Solutions Trustee
Jersey
$14.9M
AWM
82
Able Wealth Management
New Jersey
$14.4M
MAC
83
Mason & Associates (California)
California
$14.3M
VVP
84
Venture Visionary Partners
Ohio
$14.1M
AI
85
Atria Investments
North Carolina
$14M
MF
86
Manchester Financial
California
$13.6M
SPIA
87
Steward Partners Investment Advisory
New York
$13.5M
TWP
88
Triad Wealth Partners
Kansas
$13.1M
Truist Financial
89
Truist Financial
North Carolina
$13.1M
HI
90
Harbour Investments
Wisconsin
$12.9M
SF
91
Summit Financial
New Jersey
$12.7M
DAS
92
Dynamic Advisor Solutions
Arizona
$12.7M
HGWM
93
Horst & Graben Wealth Management
Oregon
$12.1M
RWA
94
Redhawk Wealth Advisors
Minnesota
$12M
MA
95
Mutual Advisors
Nebraska
$11.9M
CCFM
96
Clear Creek Financial Management
Washington
$11.8M
PWA
97
Physician Wealth Advisors
Utah
$11.8M
CPIG
98
Chicago Partners Investment Group
Illinois
$11.4M
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$11M
SWM
100
StoneCrest Wealth Management
Arizona
$10.9M