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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
MAC
76
Mason & Associates (California)
California
$13.2M
FGA
77
Fortis Group Advisors
New Jersey
$12.9M
DAS
78
Dynamic Advisor Solutions
Arizona
$12.8M
CPIG
79
Chicago Partners Investment Group
Illinois
$12.7M
FPAS
80
Focus Partners Advisor Solutions
Missouri
$12.5M
Truist Financial
81
Truist Financial
North Carolina
$12.4M
GRWP
82
Green Ridge Wealth Planning
New Jersey
$11.8M
PWA
83
Physician Wealth Advisors
Utah
$11.7M
AWM
84
AE Wealth Management
Kansas
$11.5M
LAM
85
Lifestyle Asset Management
Texas
$11.4M
NA
86
NewEdge Advisors
Louisiana
$11M
CIA
87
Concurrent Investment Advisors
Florida
$11M
AWE
88
Avidian Wealth Enterprises
Texas
$10.9M
AZ
89
Alpha Zero
Florida
$10.7M
CCFM
90
Clear Creek Financial Management
Washington
$10.4M
SWM
91
StoneCrest Wealth Management
Arizona
$10.4M
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$10.3M
OWG
93
Oxford Wealth Group
Florida
$10.1M
SP
94
Stonebrook Private
Michigan
$10M
HI
95
Harbour Investments
Wisconsin
$9.99M
CFS
96
Compass Financial Services
Iowa
$9.91M
LFAS
97
Level Four Advisory Services
Texas
$9.77M
AWM
98
Able Wealth Management
New Jersey
$9.77M
EFG
99
Ethos Financial Group
Pennsylvania
$9.66M
OWA
100
One Wealth Advisors
California
$9.61M