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Invesco S&P 500 Momentum ETF

648 hedge funds and large institutions have $6.46B invested in Invesco S&P 500 Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 338 increasing their positions, 173 reducing their positions, and 65 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:

more funds holding

Funds holding:

3.26% less ownership

Funds ownership: 53.69%50.43% (-3.3%)

9% less capital invested

Capital invested by funds: $7.11B → $6.46B (-$654M)

24% less funds holding in top 10

Funds holding in top 10: 6751 (-16)

Holders
648
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
TCM
126
TABR Capital Management
California
$7.23M
HKIMG
127
Hutchens & Kramer Investment Management Group
Indiana
$7.2M
TFM
128
Trademark Financial Management
Minnesota
$7.11M
EWM
129
Endowment Wealth Management
Wisconsin
$7.05M
IFG
130
Independent Financial Group
California
$6.87M
Creative Planning
131
Creative Planning
Kansas
$6.87M
PI
132
Pachira Investments
California
$6.83M
IIM
133
IFC & Insurance Marketing
California
$6.77M
TF
134
Threadgill Financial
Texas
$6.6M
CWMGP
135
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$6.48M
NLP
136
Next Level Private
New York
$6.39M
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$6.35M
WIA
138
World Investment Advisors
California
$6.28M
SPC
139
Sigma Planning Corp
Michigan
$6.26M
WA
140
Waverly Advisors
Alabama
$6.22M
TWP
141
Tempus Wealth Planning
California
$6.16M
GVAG
142
Great Valley Advisor Group
Delaware
$6M
CAM
143
Concorde Asset Management
Michigan
$5.97M
National Bank of Canada
144
National Bank of Canada
Quebec, Canada
$5.89M
HAG
145
HighPoint Advisor Group
Illinois
$5.86M
PSCM
146
Per Stirling Capital Management
Texas
$5.82M
GWM
147
Geneos Wealth Management
Colorado
$5.78M
DC
148
Darrow Company
Massachusetts
$5.71M
TWM
149
TSA Wealth Management
Texas
$5.58M
MFG
150
Merit Financial Group
Georgia
$5.54M