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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

463 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 116 funds opening new positions, 233 increasing their positions, 92 reducing their positions, and 29 closing their positions.

Holders
463
Holders Change
+81
Holders Change %
+21.2%
% of All Funds
6.22%
Holding in Top 10
42
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+61.54%
% of All Funds
0.56%
New
116
Increased
233
Reduced
92
Closed
29
Calls
$10.2M
Puts
$1.55M
Net Calls
+$8.64M
Net Calls Change
+$7.91M

Top Buyers

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

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$2.78M
2
UBS Group
2
UBS Group
Switzerland
$30.8M
3
OCM
3
One Capital Management
California
$15.3M
4
TC
4
Trilogy Capital
California
$15.3M
5
UWM
5
USAdvisors Wealth Management
Minnesota
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
JWM
101
Jackson Wealth Management
Florida
$6.61M 58,760 +35,011 +147%
EL
102
EWA LLC
Pennsylvania
$6.57M 58,448 -580 -1%
NWM
103
Nova Wealth Management
Florida
$6.37M 56,650 +15,152 +37%
RFA
104
Rollins Financial Advisors
New York
$6.28M 55,825 +44,002 +372%
VA
105
VestGen Advisors
Illinois
$6.19M 55,017 +3,997 +8%
BCM
106
Berbice Capital Management
New York
$6.06M 53,909 +29,373 +120%
TA
107
Tactive Advisors
Florida
$6.03M 53,600 +53,600 New
SFS
108
Security Financial Services
Indiana
$5.98M 53,166 -1,285 -2%
TPCW
109
TD Private Client Wealth
New York
$5.95M 52,919 +52,919 New
OC
110
Oppenheimer & Co
New York
$5.89M 52,387 +32,261 +160%
AWM
111
AE Wealth Management
Kansas
$5.88M 52,252 +9,203 +21%
TRCT
112
Tower Research Capital (TRC)
New York
$5.87M 52,231 +29,956 +134%
VC
113
Vicus Capital
Pennsylvania
$5.84M 51,945 -18,837 -27%
OWA
114
One Wealth Advisors
California
$5.73M 50,958 +795 +2%
GM
115
GeoWealth Management
Illinois
$5.72M 50,889 +43,442 +583%
GWM
116
Geneos Wealth Management
Colorado
$5.61M 49,886 -29,806 -37%
KW
117
KWB Wealth
California
$5.61M 60,625 +911 +2%
NA
118
NewEdge Advisors
Louisiana
$5.59M 49,744 +5,209 +12%
LFAS
119
Level Four Advisory Services
Texas
$5.49M 48,769 +43,055 +754%
PFA
120
Professional Financial Advisors
Nebraska
$5.43M 48,259 +805 +2%
IIA
121
Integrity Investment Advisors
Colorado
$5.33M 47,430 +7,981 +20%
SP
122
Stonebrook Private
Michigan
$5.33M 47,367 -4,372 -8%
CPIG
123
Chicago Partners Investment Group
Illinois
$5.3M 46,313 +46,313 New
TWP
124
Triad Wealth Partners
Kansas
$5.25M 46,710 +8,503 +22%
DC
125
Darrow Company
Massachusetts
$5.14M 45,666 +3,655 +9%
3 4
5
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