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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.

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 %
GSWM
151
Golden State Wealth Management
California
$3.58M +$3.58M +31,786 +63,572%
WAP
152
Wealthcare Advisory Partners
Pennsylvania
$3.52M +$3.52M +31,304 New
WPW
153
Watershed Private Wealth
Illinois
$3.52M -$138K -1,229 -4%
FFN
154
Focus Financial Network
Minnesota
$3.31M +$185K +1,645 +6%
MWM
155
McNaughton Wealth Management
California
$3.3M +$9.11K +81 +0.3%
KIM
156
Kane Investment Management
California
$3.28M -$368K -3,266 -10%
FHC
157
First Heartland Consultants
Missouri
$3.28M +$2.29M +20,357 +231%
ACM
158
Advance Capital Management
Michigan
$3.24M +$457K +4,063 +16%
TWM
159
TSA Wealth Management
Texas
$3.24M -$61K -542 -2%
VPP
160
Vertex Planning Partners
Illinois
$3.21M +$73.7K +655 +2%
AssetMark Inc
161
AssetMark Inc
California
$3.19M +$160K +1,425 +5%
MW
162
Maia Wealth
Colorado
$3.16M +$60.6K +539 +2%
KWA
163
Kingswood Wealth Advisors
California
$3.1M +$1.48M +13,151 +91%
BPA
164
Beacon Pointe Advisors
California
$3.08M -$13.5K -120 -0.4%
SWP
165
Sagespring Wealth Partners
Tennessee
$3.06M +$3.06M +27,220 New
AF
166
Allworth Financial
California
$3.04M -$101K -897 -3%
KFS
167
Kelly Financial Services
Massachusetts
$3M +$1.03M +9,138 +52%
CAM
168
Cobblestone Asset Management
Virginia
$2.99M -$343K -3,054 -10%
AA
169
ArborFi Advisors
Michigan
$2.98M +$732K +6,512 +33%
EWM
170
Endowment Wealth Management
Wisconsin
$2.97M +$168K +1,490 +6%
US Bancorp
171
US Bancorp
Minnesota
$2.96M +$175K +1,553 +6%
OCM
172
Orser Capital Management
Texas
$2.95M +$2.95M +26,185 New
MA
173
MAS Advisors
Florida
$2.92M -$511K -4,546 -15%
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$2.89M +$190K +1,694 +7%
CIBC World Market
175
CIBC World Market
Ontario, Canada
$2.83M +$1.03M +9,150 +57%
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