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Invesco S&P 500 Momentum ETF

572 hedge funds and large institutions have $7.02B invested in Invesco S&P 500 Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 273 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 32

105% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 133

21% more funds holding

Funds holding: 474572 (+98)

18% more capital invested

Capital invested by funds: $5.93B → $7.02B (+$1.09B)

16% more funds holding in top 10

Funds holding in top 10: 4552 (+7)

22.12% less ownership

Funds ownership: 63.89%41.77% (-22%)

43% less call options, than puts

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

Holders
572
Holders Change
+98
Holders Change %
+20.68%
% of All Funds
7.51%
Holding in Top 10
52
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.56%
% of All Funds
0.68%
New
140
Increased
273
Reduced
133
Closed
32
Calls
$15M
Puts
$26.5M
Net Calls
-$11.5M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
PFG Advisors
Arizona
$2.13M +$387K +3,320 +23%
LWA
252
Lifelong Wealth Advisors
Minnesota
$2.11M +$68.4K +587 +3%
FFA
253
Florida Financial Advisors
Florida
$2.07M +$870K +7,472 +78%
GWP
254
Gen-Wealth Partners
Michigan
$2.07M +$93.4K +802 +5%
TWM
255
Tradition Wealth Management
Minnesota
$2.06M -$137K -1,179 -6%
CFD
256
Creative Financial Designs
Indiana
$2.05M +$13.5K +116 +0.7%
WFA
257
WMG Financial Advisors
Tennessee
$1.95M +$1.37M +11,729 +267%
SWM
258
Spire Wealth Management
Virginia
$1.95M +$740K +6,349 +65%
CIBC Private Wealth Group
259
CIBC Private Wealth Group
Georgia
$1.93M +$1.84M +15,758 +7,364%
MOS
260
MGO One Seven
Ohio
$1.93M +$455K +3,903 +32%
RWP
261
RWA Wealth Partners
Massachusetts
$1.91M +$699 +6 +0%
HIS
262
Horizon Investment Services
Indiana
$1.89M +$27.4K +235 +2%
WCG
263
Weaver Consulting Group
California
$1.87M +$60.8K +522 +4%
AFO
264
Arrowroot Family Office
California
$1.85M -$19.5K -167 -1%
SSWM
265
Strait & Sound Wealth Management
California
$1.81M +$73K +627 +4%
JWCA
266
J.W. Cole Advisors
Florida
$1.77M +$201K +1,726 +13%
FRA
267
FFG Retirement Advisors
Colorado
$1.66M -$27.5K -236 -2%
BAWC
268
Boyce & Associates Wealth Consulting
Texas
$1.66M -$9.44K -81 -0.6%
NCM
269
Narwhal Capital Management
Georgia
$1.66M +$1.23M +10,541 +336%
BEI
270
Benjamin Edwards Inc
Missouri
$1.65M +$1.59M +13,660 New
VWA
271
Visionary Wealth Advisors
Illinois
$1.65M +$1.06M +9,070 +200%
ATC
272
Argent Trust Co
Tennessee
$1.61M +$1.55M +13,331 New
HCM
273
Hengehold Capital Management
Ohio
$1.56M +$1.5M +12,867 New
PFA
274
Petra Financial Advisors
Colorado
$1.53M +$307K +2,635 +26%
CA
275
Calton & Associates
Florida
$1.53M +$659K +5,654 +81%