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Invesco S&P 500 Momentum ETF

640 hedge funds and large institutions have $6.42B invested in Invesco S&P 500 Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 333 increasing their positions, 171 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3.62% less ownership

Funds ownership: 53.68%50.06% (-3.6%)

10% less capital invested

Capital invested by funds: $7.11B → $6.42B (-$695M)

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

Holders
640
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33.5M
Puts
$12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$762M
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$403M
Bank of America
3
Bank of America
North Carolina
$360M
Morgan Stanley
4
Morgan Stanley
New York
$351M
VIA
5
Vantagepoint Investment Advisers
District of Columbia
$271M
Raymond James Financial
6
Raymond James Financial
Florida
$176M
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$173M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$151M
JP Morgan Chase
9
JP Morgan Chase
New York
$147M
Wells Fargo
10
Wells Fargo
California
$137M
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$119M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$114M
Osaic Holdings
13
Osaic Holdings
Arizona
$91.4M
ABWM
14
Alpine Bank Wealth Management
Colorado
$88.8M
EH
15
Equitable Holdings
New York
$84.5M
PA
16
Planning Alternatives
Michigan
$83.5M
RIM
17
Redwood Investment Management
Arizona
$73.6M
MCC
18
Money Concepts Capital
Florida
$69.5M
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$65.7M
PAG
20
Private Advisor Group
New Jersey
$63.1M
MML Investors Services
21
MML Investors Services
Massachusetts
$54.1M
Jones Financial Companies
22
Jones Financial Companies
Missouri
$50.9M
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$42.4M
FIC
24
Family Investment Center
Missouri
$40.3M
PWP
25
Perfromance Wealth Partners
Illinois
$39.7M