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Invesco S&P 500 Value with Momentum ETF

32 hedge funds and large institutions have $59M invested in Invesco S&P 500 Value with Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

14% more funds holding

Funds holding: 2832 (+4)

2% more capital invested

Capital invested by funds: $58.1M → $59M (+$931K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.55% less ownership

Funds ownership: 63.49%59.94% (-3.6%)

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
10
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$13.5M +$3.99M +56,858 +41%
BWG
2
Beta Wealth Group
California
$11.9M -$179K -2,550 -1%
CWMGP
3
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$11M +$131K +1,872 +1%
TA
4
Tactive Advisors
Florida
$6.22M +$6.33M +90,263 New
Raymond James Financial
5
Raymond James Financial
Florida
$3.71M -$14M -200,213 -79%
Bank of America
6
Bank of America
North Carolina
$2.21M -$364K -5,190 -14%
HI
7
Harbour Investments
Wisconsin
$1.42M +$1.44M +20,613 New
Ameriprise
8
Ameriprise
Minnesota
$1.41M +$87.3K +1,246 +6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.37M +$1.14M +16,319 +456%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$1.2M +$617K +8,797 +99%
NA
11
NewEdge Advisors
Louisiana
$892K +$587K +8,377 +183%
PIA
12
Perennial Investment Advisors
California
$597K +$607K +8,662 New
TFS
13
Thoroughbred Financial Services
Tennessee
$591K +$602K +8,585 New
Morgan Stanley
14
Morgan Stanley
New York
$495K -$1.06M -15,127 -68%
TRCT
15
Tower Research Capital (TRC)
New York
$468K +$476K +6,796 New
CFG
16
Cooper Financial Group
California
$460K -$105K -1,501 -18%
Osaic Holdings
17
Osaic Holdings
Arizona
$443K +$340K +4,856 +308%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$409K +$417K +5,942 New
PTC
19
Private Trust Company
Ohio
$318K
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$221K +$7.43K +106 +3%
ACM
21
Accent Capital Management
Ohio
$68.9K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$42K -$12.4K -177 -22%
AF
23
Abound Financial
California
$38.7K +$210 +3 +0.5%
CA
24
Clearstead Advisors
Ohio
$27.6K
RFP
25
Root Financial Partners
California
$19.5K +$19.8K +283 New