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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 %
TFS
151
Thoroughbred Financial Services
Tennessee
$1.97M +$1.97M +21,337 New
OIM
152
Orca Investment Management
Oregon
$1.93M +$2.59K +28 +0.1%
ATPW
153
Ashton Thomas Private Wealth
Arizona
$1.9M +$634K +6,857 +50%
OC
154
Oppenheimer & Co
New York
$1.86M -$665K -7,190 -26%
AA
155
ArborFi Advisors
Michigan
$1.85M +$578K +6,244 +45%
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.81M +$1.61M +17,400 +816%
MFA
157
Mayflower Financial Advisors
Massachusetts
$1.79M -$327K -3,537 -15%
TSMHT
158
Thurston Springer Miller Herd & Titak
Indiana
$1.79M +$23.8K +257 +1%
SIM
159
Synergy Investment Management
Florida
$1.77M +$320K +3,459 +22%
SPC
160
Sigma Planning Corp
Michigan
$1.76M +$1.38M +14,896 +362%
FIS
161
Fischer Investment Strategies
California
$1.69M -$11.2M -121,553 -87%
TWM
162
Tradition Wealth Management
Minnesota
$1.67M +$62.6K +677 +4%
FIM
163
Freedom Investment Management
Connecticut
$1.67M +$1.57K +17 +0.1%
FPAS
164
Focus Partners Advisor Solutions
Missouri
$1.65M +$345K +3,726 +26%
QC
165
Quadrature Capital
United Kingdom
$1.64M +$1.64M +17,718 New
MA
166
Mutual Advisors
Nebraska
$1.63M +$1.88K +20 +0.1%
AR
167
Apeiron RIA
Texas
$1.62M +$316K +3,416 +24%
BlackRock
168
BlackRock
New York
$1.62M -$2.36M -25,540 -59%
KFS
169
Kelly Financial Services
Massachusetts
$1.62M +$456K +4,932 +39%
AWE
170
Avidian Wealth Enterprises
Texas
$1.6M -$15.4M -166,796 -91%
SEP
171
Southland Equity Partners
Missouri
$1.6M +$224K +2,416 +16%
SWP
172
Stratos Wealth Partners
Ohio
$1.54M +$607K +6,555 +65%
AI
173
Atria Investments
North Carolina
$1.52M +$123K +1,329 +9%
KAS
174
Kestra Advisory Services
Texas
$1.51M +$265K +2,868 +21%
GWP
175
Gen-Wealth Partners
Michigan
$1.49M +$35.5K +384 +2%
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