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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

465 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, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+83
Holders Change %
+21.73%
% of All Funds
6.24%
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
92
Closed
30
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 Holding Trade Value Shares
Change 		Shares
Change %
MWM
126
Meridian Wealth Management
Kentucky
$4.84M +$3.25M +28,870 +203%
T
127
Tidemark
California
$4.77M +$197K +1,754 +4%
PCA
128
Prosperity Capital Advisors
Ohio
$4.76M +$3.99M +35,477 +518%
GVAG
129
Great Valley Advisor Group
Delaware
$4.75M +$176K +1,561 +4%
DA
130
Detalus Advisors
Missouri
$4.63M -$161K -1,428 -3%
BWA
131
Burt Wealth Advisors
Maryland
$4.63M – – –
CSWG
132
Cardinal Strategic Wealth Guidance
Kentucky
$4.6M -$325K -2,888 -7%
IWC
133
Integrated Wealth Concepts
Massachusetts
$4.57M +$191K +1,695 +4%
Renaissance Technologies
134
Renaissance Technologies
New York
$4.51M +$4.51M +40,100 New
CAG
135
Centerpoint Advisory Group
Kansas
$4.5M +$1.72M +15,303 +62%
Tudor Investment Corp
136
Tudor Investment Corp
Connecticut
$4.45M -$2.51M -22,341 -36%
SMC
137
Smith, Moore & Co
Missouri
$4.44M +$4.44M +39,513 New
TFS
138
Thoroughbred Financial Services
Tennessee
$4.43M +$2.03M +18,040 +85%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$4.4M +$160K +1,420 +4%
LAS
140
LWM Advisory Services
Florida
$4.37M +$305K +2,714 +8%
FP
141
Fiduciary Planning
Florida
$4.27M -$102K -909 -2%
AAS
142
Ameritas Advisory Services
Nebraska
$4.24M +$3.8M +33,804 +859%
CF
143
Convergence Financial
Missouri
$4.15M +$4.15M +36,901 New
ECML
144
Eagle Capital Management (Louisiana)
Louisiana
$4.06M +$4.06M +36,125 New
WIA
145
World Investment Advisors
California
$3.97M +$3.06M +27,182 +336%
FAIM
146
Financial Advocates Investment Management
Washington
$3.93M +$55.4K +493 +1%
PFA
147
Peak Financial Advisors
Colorado
$3.84M +$3.84M +34,106 New
SOS
148
Silver Oak Securities
Tennessee
$3.73M +$3.11M +27,666 +504%
AC
149
AIFG Consultants
New York
$3.65M -$142K -1,264 -4%
MFG
150
Merit Financial Group
Georgia
$3.63M +$316K +2,814 +10%
4 5
6
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