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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.

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
1
Envestnet Asset Management
Illinois
$557M
2
LPL Financial
2
LPL Financial
California
$331M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$122M
4
ABWM
4
Alpine Bank Wealth Management
Colorado
$56.3M
5
UBS Group
5
UBS Group
Switzerland
$57M

Top Sellers

1
SMG
1
Smart Money Group
Texas
$492K
2
AWE
2
Avidian Wealth Enterprises
Texas
$1.6M
3
FGA
3
Fortis Group Advisors
New Jersey
$15.3M
4
FIS
4
Fischer Investment Strategies
California
$1.69M
5
IAA
5
Independent Advisor Alliance
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$557M 6,014,557 +1,770,226 +42%
LPL Financial
2
LPL Financial
California
$331M 3,579,241 +1,400,512 +64%
Bank of America
3
Bank of America
North Carolina
$171M 1,849,059 +402,260 +28%
CCMG
4
Clark Capital Management Group
Pennsylvania
$156M 1,683,208 +440,005 +35%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$122M 1,313,198 +878,259 +202%
MCM
6
Mainstay Capital Management
Michigan
$115M 1,240,366 +23,474 +2%
MCC
7
Money Concepts Capital
Florida
$73.9M 798,446 +186,917 +31%
BCI
8
Brinker Capital Investments
Pennsylvania
$65.9M 712,550 +236,133 +50%
OPS
9
Orion Portfolio Solutions
Nebraska
$65.9M 712,550 +236,133 +50%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$62.9M 679,695 +61,736 +10%
UBS Group
11
UBS Group
Switzerland
$57M 616,358 +492,169 +396%
ABWM
12
Alpine Bank Wealth Management
Colorado
$56.3M 608,934 +608,934 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$51.3M 554,807 +253,263 +84%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$49.1M 531,103 +339,979 +178%
Morgan Stanley
15
Morgan Stanley
New York
$49M 529,649 +347,957 +192%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$48.5M 523,849 +96,484 +23%
Osaic Holdings
17
Osaic Holdings
Arizona
$44.9M 484,961 -91,604 -16%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$40.7M 440,323 +440,323 New
OCM
19
One Capital Management
California
$38.1M 411,623 +30,717 +8%
FIC
20
Family Investment Center
Missouri
$37.7M 407,197 +95,984 +31%
TC
21
Trilogy Capital
California
$35.2M 380,918 -40,983 -10%
PA
22
Planning Alternatives
Michigan
$33M 356,975 +356,975 New
Raymond James Financial
23
Raymond James Financial
Florida
$30.2M 326,302 +175,028 +116%
EH
24
Equitable Holdings
New York
$28.6M 308,960 +226,416 +274%
Stifel Financial
25
Stifel Financial
Missouri
$26.5M 286,445 -16,729 -6%
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