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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 %
AFG
201
Atomi Financial Group
New York
$1.08M +$584K +6,310 +119%
TF
202
Theory Financial
Colorado
$1.05M +$19.2K +207 +2%
WCG
203
Weaver Consulting Group
California
$1.03M -$2.41K -26 -0.2%
KV
204
Kickstand Ventures
New York
$1M -$125K -1,347 -11%
CWM
205
Cornerstone Wealth Management
Missouri
$979K +$979K +10,583 New
Brown Advisory
206
Brown Advisory
Maryland
$937K +$336K +3,636 +56%
HIIFS
207
Harel Insurance Investments & Financial Services
Israel
$925K +$315K +3,350 +52%
BIG
208
Bush Investment Group
Georgia
$916K +$35.1K +379 +4%
CF
209
Cyr Financial
Illinois
$901K -$50.9K -550 -5%
SA
210
Sovran Advisors
California
$897K +$136K +1,538 +18%
SFM
211
Signet Financial Management
New Jersey
$887K +$887K +9,582 New
BI
212
BFI Infinity
Switzerland
$881K +$881K +9,526 New
FWP
213
Firethorn Wealth Partners
Georgia
$873K -$18.3K -198 -2%
TGAM
214
TBH Global Asset Management
Tennessee
$868K -$1.28M -10,431 -60%
MLA
215
My Legacy Advisors
Oregon
$858K +$36.8K +398 +4%
MOS
216
MGO One Seven
Ohio
$845K +$149K +1,615 +21%
KIM
217
Kestra Investment Management
Texas
$826K +$626K +6,763 +313%
FHC
218
First Heartland Consultants
Missouri
$814K +$98.8K +1,068 +14%
WEG
219
World Equity Group
Illinois
$790K -$463K -5,004 -37%
RWP
220
RWA Wealth Partners
Massachusetts
$781K +$781K +8,436 New
GLA
221
Good Life Advisors
Pennsylvania
$779K +$499K +5,389 +178%
Millennium Management
222
Millennium Management
New York
$774K +$774K +8,361 New
CFG
223
Cooper Financial Group
California
$770K +$162K +1,756 +27%
CAM
224
Cozad Asset Management
Illinois
$763K +$145K +1,570 +24%
SB
225
Strategic Blueprint
Georgia
$751K +$7.31K +79 +1%
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