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Invesco S&P 500 Momentum ETF

567 hedge funds and large institutions have $7B invested in Invesco S&P 500 Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 270 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

16% more funds holding in top 10

Funds holding in top 10: 4552 (+7)

22.15% less ownership

Funds ownership: 63.82%41.67% (-22%)

43% less call options, than puts

Call options by funds: $15M | Put options by funds: $26.5M

Holders
567
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15M
Puts
$26.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
$2.8M
MCM
227
M1 Capital Management
Michigan
$2.78M
WGS
228
Washington Growth Strategies
District of Columbia
$2.78M
PIM
229
Parker Investment Management
California
$2.73M
RIA
230
Regal Investment Advisors
Michigan
$2.69M
VCWM
231
Vista Cima Wealth Management
Arizona
$2.61M
LCM
232
Lunt Capital Management
Utah
$2.6M
MFA
233
Mayflower Financial Advisors
Massachusetts
$2.6M
AWA
234
Arkadios Wealth Advisors
Georgia
$2.59M
AR
235
Apeiron RIA
Texas
$2.55M
SIM
236
Synergy Investment Management
Florida
$2.49M
CAS
237
Coppell Advisory Solutions
Texas
$2.48M
SEP
238
Southland Equity Partners
Missouri
$2.47M
BPA
239
Beacon Pointe Advisors
California
$2.45M
SPAS
240
Spectrum Planning & Advisory Services
California
$2.42M
CWA
241
Centennial Wealth Advisory
Michigan
$2.35M
HIIFS
242
Harel Insurance Investments & Financial Services
Israel
$2.34M
SAM
243
Synergy Asset Management
Washington
$2.27M
AWE
244
Avidian Wealth Enterprises
Texas
$2.27M
AIM
245
Advyzon Investment Management
Illinois
$2.24M
BWP
246
Balboa Wealth Partners
Arizona
$2.21M
OIM
247
Orca Investment Management
Oregon
$2.2M
AWM
248
Apollon Wealth Management
South Carolina
$2.14M
PA
249
PFG Advisors
Arizona
$2.13M
LWA
250
Lifelong Wealth Advisors
Minnesota
$2.11M