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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
MIFH
151
Migdal Insurance & Financial Holdings
Israel
$5.33M
FFA
152
Farther Finance Advisors
California
$5.3M
PWA
153
Perspective Wealth Advisors
Colorado
$5.27M
BWM
154
BNB Wealth Management
Maryland
$5.24M
T
155
Tidemark
California
$5.21M
BPA
156
Beacon Pointe Advisors
California
$5.21M
CWS
157
Cypress Wealth Services
California
$5.2M
VPP
158
Vertex Planning Partners
Illinois
$5.09M
SIM
159
Synergy Investment Management
Florida
$5.09M
AssetMark Inc
160
AssetMark Inc
California
$5.01M
MA
161
Mutual Advisors
Nebraska
$4.99M
LFS
162
Legacy Financial Strategies
Kansas
$4.96M
PG
163
Prostatis Group
Maryland
$4.94M
CAM
164
Cobblestone Asset Management
Virginia
$4.93M
FP
165
Fiduciary Planning
Florida
$4.93M
HF
166
HRT Financial
New York
$4.91M
KWM
167
Kingsview Wealth Management
Oregon
$4.88M
CICC
168
Capital Investment Counsel (Colorado)
Colorado
$4.85M
VC
169
Vicus Capital
Pennsylvania
$4.84M
Betterment LLC
170
Betterment LLC
New York
$4.78M
MWM
171
McNaughton Wealth Management
California
$4.78M
CWM
172
Cornerstone Wealth Management
Missouri
$4.78M
ATPW
173
Ashton Thomas Private Wealth
Arizona
$4.76M
WFA
174
WMG Financial Advisors
Tennessee
$4.59M
KAS
175
Kestra Advisory Services
Texas
$4.49M