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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

382 hedge funds and large institutions have $3.38B invested in Invesco S&P 500 Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 195 increasing their positions, 81 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+35
Holders Change %
+10.09%
% of All Funds
5.19%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.35%
New
86
Increased
195
Reduced
81
Closed
40
Calls
$2.16M
Puts
$1.43M
Net Calls
+$726K
Net Calls Change
+$774K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$557M
2
LPL Financial
LPL Financial
California
$331M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$122M
4
UBS Group
UBS Group
Switzerland
$57M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$40.7M

Top Sellers

1
SMG
Smart Money Group
Texas
$492K
2
AWE
Avidian Wealth Enterprises
Texas
$1.6M
3
FGA
Fortis Group Advisors
New Jersey
$15.3M
4
FIS
Fischer Investment Strategies
California
$1.69M
5
IAA
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
126
McNaughton Wealth Management
California
$2.71M +$2.71M +29,283 New
WA
127
Win Advisors
Florida
$2.65M -$7.07M -76,437 -73%
AF
128
Allworth Financial
California
$2.59M -$58.2K -627 -2%
VPP
129
Vertex Planning Partners
Illinois
$2.58M +$127K +1,369 +5%
FFN
130
Focus Financial Network
Minnesota
$2.57M +$177K +1,917 +7%
BPA
131
Beacon Pointe Advisors
California
$2.54M – – –
AssetMark Inc
132
AssetMark Inc
California
$2.49M +$301K +3,250 +14%
MW
133
Maia Wealth
Colorado
$2.49M +$163K +1,811 +7%
PG
134
Prostatis Group
Maryland
$2.36M +$588K +6,350 +33%
EWM
135
Endowment Wealth Management
Wisconsin
$2.3M +$194K +2,094 +9%
DADC
136
D.A. Davidson & Co
Montana
$2.3M +$1.41M +15,267 +159%
ACM
137
Advance Capital Management
Michigan
$2.29M +$306K +3,310 +15%
CAG
138
Centerpoint Advisory Group
Kansas
$2.29M +$809K +8,741 +55%
US Bancorp
139
US Bancorp
Minnesota
$2.29M +$927K +10,018 +68%
BCM
140
Berbice Capital Management
New York
$2.27M +$1.03M +11,185 +84%
National Bank of Canada
141
National Bank of Canada
Quebec, Canada
$2.22M +$215K +2,319 +11%
HWM
142
Hobbs Wealth Management
Indiana
$2.2M +$144K +1,560 +7%
JWM
143
Jackson Wealth Management
Florida
$2.2M -$53.7K -580 -2%
CWS
144
Cypress Wealth Services
California
$2.19M +$174K +1,879 +9%
MCM
145
M1 Capital Management
Michigan
$2.08M +$1.79M +19,342 +625%
TRCT
146
Tower Research Capital (TRC)
New York
$2.06M +$2.02M +21,870 +5,400%
CA
147
CoreCap Advisors
Michigan
$2.05M +$376K +4,063 +22%
Betterment LLC
148
Betterment LLC
New York
$2.02M -$181K -1,954 -8%
SPAS
149
Spectrum Planning & Advisory Services
California
$2M +$536K +5,793 +37%
VCWM
150
Vista Cima Wealth Management
Arizona
$1.98M -$286K -3,093 -13%
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