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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 %
JWM
101
Jackson Wealth Management
Florida
$6.61M +$3.94M +35,011 +147%
EL
102
EWA LLC
Pennsylvania
$6.57M -$65.2K -580 -1%
NWM
103
Nova Wealth Management
Florida
$6.37M +$1.7M +15,152 +37%
RFA
104
Rollins Financial Advisors
New York
$6.28M +$4.95M +44,002 +372%
VA
105
VestGen Advisors
Illinois
$6.19M +$450K +3,997 +8%
BCM
106
Berbice Capital Management
New York
$6.06M +$3.3M +29,373 +120%
TA
107
Tactive Advisors
Florida
$6.03M +$6.03M +53,600 New
SFS
108
Security Financial Services
Indiana
$5.98M -$145K -1,285 -2%
TPCW
109
TD Private Client Wealth
New York
$5.95M +$5.95M +52,919 New
OC
110
Oppenheimer & Co
New York
$5.89M +$3.63M +32,261 +160%
AWM
111
AE Wealth Management
Kansas
$5.88M +$1.04M +9,203 +21%
TRCT
112
Tower Research Capital (TRC)
New York
$5.87M +$3.37M +29,956 +134%
VC
113
Vicus Capital
Pennsylvania
$5.84M -$2.12M -18,837 -27%
OWA
114
One Wealth Advisors
California
$5.73M +$89.4K +795 +2%
GM
115
GeoWealth Management
Illinois
$5.72M +$4.89M +43,442 +583%
GWM
116
Geneos Wealth Management
Colorado
$5.61M -$3.35M -29,806 -37%
KW
117
KWB Wealth
California
$5.61M +$84.3K +911 +2%
NA
118
NewEdge Advisors
Louisiana
$5.59M +$586K +5,209 +12%
LFAS
119
Level Four Advisory Services
Texas
$5.49M +$4.84M +43,055 +754%
PFA
120
Professional Financial Advisors
Nebraska
$5.43M +$90.5K +805 +2%
IIA
121
Integrity Investment Advisors
Colorado
$5.33M +$898K +7,981 +20%
SP
122
Stonebrook Private
Michigan
$5.33M -$492K -4,372 -8%
CPIG
123
Chicago Partners Investment Group
Illinois
$5.3M +$5.3M +46,313 New
TWP
124
Triad Wealth Partners
Kansas
$5.25M +$956K +8,503 +22%
DC
125
Darrow Company
Massachusetts
$5.14M +$411K +3,655 +9%
3 4
5
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