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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

466 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, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+84
Holders Change %
+21.99%
% of All Funds
6.25%
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
93
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 %
CIBC World Market
176
CIBC World Market
Ontario, Canada
$2.83M +$1.03M +9,150 +57%
LWM
177
Lionsbridge Wealth Management
Florida
$2.83M +$2.83M +25,136 New
CA
178
CoreCap Advisors
Michigan
$2.82M +$330K +2,931 +13%
DADC
179
D.A. Davidson & Co
Montana
$2.82M +$23.5K +209 +0.8%
HWM
180
Hobbs Wealth Management
Indiana
$2.82M +$137K +1,221 +5%
WIA
181
Wetzel Investment Advisors
Indiana
$2.81M -$1.58M -14,065 -36%
CWS
182
Cypress Wealth Services
California
$2.8M +$136K +1,211 +5%
BNP Paribas Financial Markets
183
BNP Paribas Financial Markets
France
$2.78M -$46.7M -415,589 -94%
KAS
184
Kestra Advisory Services
Texas
$2.76M +$925K +8,223 +51%
PG
185
Prostatis Group
Maryland
$2.67M -$199K -1,770 -7%
KWM
186
Kingsview Wealth Management
Oregon
$2.57M +$2.57M +22,866 New
KIM
187
Kestra Investment Management
Texas
$2.56M +$1.62M +15,439 +173%
MCM
188
M1 Capital Management
Michigan
$2.54M +$14.8K +132 +0.6%
WGS
189
Washington Growth Strategies
District of Columbia
$2.46M +$2.45M +21,795 +23,435%
MFA
190
Mayflower Financial Advisors
Massachusetts
$2.43M +$251K +2,234 +12%
AIM
191
Advyzon Investment Management
Illinois
$2.42M +$2.42M +21,491 New
WAM
192
Worth Asset Management
Texas
$2.42M +$2.42M +21,473 New
Betterment LLC
193
Betterment LLC
New York
$2.4M -$49.7K -442 -2%
MWM
194
Mascagni Wealth Management
Mississippi
$2.39M +$1.84M +16,386 +337%
VCWM
195
Vista Cima Wealth Management
Arizona
$2.39M -$14.3K -127 -0.6%
ATPW
196
Ashton Thomas Private Wealth
Arizona
$2.37M +$67.6K +601 +3%
FDCDDQ
197
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.34M +$140K +1,248 +6%
TWC
198
TD Waterhouse Canada
Ontario, Canada
$2.31M +$2.28M +20,598 +7,545%
SPC
199
Sigma Planning Corp
Michigan
$2.29M +$154K +1,373 +7%
SEP
200
Southland Equity Partners
Missouri
$2.26M +$316K +2,806 +16%
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