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Invesco S&P 500 Momentum ETF

624 hedge funds and large institutions have $7.04B invested in Invesco S&P 500 Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 314 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
63
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
LPL Financial
1
LPL Financial
California
$790M
Bank of America
2
Bank of America
North Carolina
$395M
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$357M
Morgan Stanley
4
Morgan Stanley
New York
$320M
VIA
5
Vantagepoint Investment Advisers
District of Columbia
$293M
Raymond James Financial
6
Raymond James Financial
Florida
$206M
BNP Paribas Financial Markets
7
BNP Paribas Financial Markets
France
$170M
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$164M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$158M
JP Morgan Chase
10
JP Morgan Chase
New York
$147M
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$127M
MCC
12
Money Concepts Capital
Florida
$121M
MCM
13
Mainstay Capital Management
Michigan
$121M
Osaic Holdings
14
Osaic Holdings
Arizona
$120M
Wells Fargo
15
Wells Fargo
California
$118M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$106M
ABWM
17
Alpine Bank Wealth Management
Colorado
$101M
RIM
18
Redwood Investment Management
Arizona
$74.3M
PA
19
Planning Alternatives
Michigan
$72.2M
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$71.9M
EH
21
Equitable Holdings
New York
$69.2M
MML Investors Services
22
MML Investors Services
Massachusetts
$67.7M
RWM
23
RMG Wealth Management
Wisconsin
$66.9M
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$65.4M
PAG
25
Private Advisor Group
New Jersey
$62.9M