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Invesco S&P 500 Momentum ETF

642 hedge funds and large institutions have $7.11B invested in Invesco S&P 500 Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 321 increasing their positions, 137 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.4M
Puts
$8.83M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VPP
176
Vertex Planning Partners
Illinois
$5.01M
AssetMark Inc
177
AssetMark Inc
California
$4.99M
IIM
178
IFC & Insurance Marketing
California
$4.99M
FP
179
Fiduciary Planning
Florida
$4.97M
CWM
180
Cornerstone Wealth Management
Missouri
$4.95M
LFS
181
Legacy Financial Strategies
Kansas
$4.87M
PG
182
Prostatis Group
Maryland
$4.85M
LTM
183
Lotus Technology Management
Florida
$4.84M
MWM
184
McNaughton Wealth Management
California
$4.81M
PWA
185
Perspective Wealth Advisors
Colorado
$4.81M
SIM
186
Synergy Investment Management
Florida
$4.71M
HWM
187
Hobbs Wealth Management
Indiana
$4.65M
EPG
188
Estate Planners Group
Pennsylvania
$4.59M
CA
189
CoreCap Advisors
Michigan
$4.47M
LAS
190
LWM Advisory Services
Florida
$4.42M
PFA
191
Peak Financial Advisors
Colorado
$4.41M
GSWM
192
Golden State Wealth Management
California
$4.41M
MFA
193
Mayflower Financial Advisors
Massachusetts
$4.37M
AF
194
Allworth Financial
California
$4.33M
DWA
195
Delta Wealth Advisors
Indiana
$4.31M
CF
196
Convergence Financial
Missouri
$4.31M
Betterment LLC
197
Betterment LLC
New York
$4.16M
KAS
198
Kestra Advisory Services
Texas
$4.15M
PA
199
PFG Advisors
Arizona
$4.06M
DF
200
Daviman Financial
Indiana
$4.01M