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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
TFM
126
Trademark Financial Management
Minnesota
$7.11M
EWM
127
Endowment Wealth Management
Wisconsin
$7.05M
IFG
128
Independent Financial Group
California
$6.87M
Creative Planning
129
Creative Planning
Kansas
$6.87M
PI
130
Pachira Investments
California
$6.83M
IIM
131
IFC & Insurance Marketing
California
$6.77M
TF
132
Threadgill Financial
Texas
$6.6M
CWMGP
133
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$6.48M
NLP
134
Next Level Private
New York
$6.39M
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$6.35M
WIA
136
World Investment Advisors
California
$6.28M
SPC
137
Sigma Planning Corp
Michigan
$6.26M
WA
138
Waverly Advisors
Alabama
$6.22M
TWP
139
Tempus Wealth Planning
California
$6.16M
GVAG
140
Great Valley Advisor Group
Delaware
$6M
National Bank of Canada
141
National Bank of Canada
Quebec, Canada
$5.89M
HAG
142
HighPoint Advisor Group
Illinois
$5.86M
PSCM
143
Per Stirling Capital Management
Texas
$5.82M
GWM
144
Geneos Wealth Management
Colorado
$5.78M
DC
145
Darrow Company
Massachusetts
$5.71M
TWM
146
TSA Wealth Management
Texas
$5.58M
MFG
147
Merit Financial Group
Georgia
$5.54M
WPW
148
Watershed Private Wealth
Illinois
$5.54M
PFA
149
Professional Financial Advisors
Nebraska
$5.42M
Jane Street
150
Jane Street
New York
$5.35M