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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 %
CIBC World Market
176
CIBC World Market
Ontario, Canada
$1.48M -$658K -7,109 -31%
LWA
177
Lifelong Wealth Advisors
Minnesota
$1.47M +$106K +1,150 +8%
GS
178
GTS Securities
New York
$1.47M +$1.47M +15,868 New
HF
179
HRT Financial
New York
$1.42M +$1.42M +15,385 New
NCM
180
Northwest Capital Management
Oregon
$1.37M -$21K -227 -2%
BWA
181
BlueChip Wealth Advisors
Georgia
$1.35M +$248K +2,681 +23%
AI
182
Atom Investors
Texas
$1.34M +$1.34M +14,479 New
KWA
183
Kingswood Wealth Advisors
California
$1.33M +$319K +3,452 +32%
CFD
184
Creative Financial Designs
Indiana
$1.33M +$102K +1,099 +8%
BAM
185
Belpointe Asset Management
Nevada
$1.32M +$934K +10,098 +242%
SSWM
186
Strait & Sound Wealth Management
California
$1.32M +$518K +5,600 +65%
MWM
187
Meridian Wealth Management
Kentucky
$1.31M +$788K +8,520 +150%
SG
188
StoneX Group
New York
$1.31M -$165K -1,782 -11%
AWA
189
Arkadios Wealth Advisors
Georgia
$1.29M +$259K +2,798 +25%
Creative Planning
190
Creative Planning
Kansas
$1.25M +$933K +10,079 +294%
HIS
191
Horizon Investment Services
Indiana
$1.25M +$13.2K +143 +1%
AG
192
AmeriFlex Group
Nevada
$1.24M +$205K +2,213 +20%
FRA
193
FFG Retirement Advisors
Colorado
$1.23M +$1.23M +13,346 New
CAM
194
Concorde Asset Management
Michigan
$1.23M -$6.04M -65,719 -83%
DAS
195
Dynamic Advisor Solutions
Arizona
$1.19M +$1.19M +12,859 New
PA
196
PFG Advisors
Arizona
$1.14M +$124K +1,338 +12%
LIM
197
Leavell Investment Management
Alabama
$1.13M +$272K +2,943 +32%
PIA
198
Perennial Investment Advisors
California
$1.12M -$371K -4,013 -25%
RFA
199
Rollins Financial Advisors
New York
$1.09M +$1.09M +11,823 New
PFGIA
200
Patriot Financial Group Insurance Agency
Massachusetts
$1.08M +$67.8K +733 +7%
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