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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
SFM
276
Signet Financial Management
New Jersey
$1.44M
KV
277
Kickstand Ventures
New York
$1.4M
SFG
278
Sovereign Financial Group
Connecticut
$1.39M
OAS
279
Optivise Advisory Services
Tennessee
$1.38M
WMA
280
Wealth Management Associates
New Jersey
$1.38M
UWM
281
USAdvisors Wealth Management
Minnesota
$1.38M
PFGIA
282
Patriot Financial Group Insurance Agency
Massachusetts
$1.37M
SSW
283
Smith Shellnut Wilson
Mississippi
$1.35M
REMPR
284
Roof Eidam Maycock Peralta (REMP)
California
$1.33M
SHJ
285
Sharkey, Howes & Javer
Colorado
$1.33M
PIA
286
Perennial Investment Advisors
California
$1.31M
IA
287
IFP Advisors
Florida
$1.31M
RWIA
288
Roger Wittlin Investment Advisory
California
$1.31M
TF
289
Theory Financial
Colorado
$1.29M
FA
290
Fiduciary Alliance
South Carolina
$1.29M
FTS
291
Fifth Third Securities
Ohio
$1.29M
BIG
292
Bush Investment Group
Georgia
$1.25M
WTFG
293
Wood Tarver Financial Group
Idaho
$1.24M
CAM
294
Cozad Asset Management
Illinois
$1.24M
Brown Advisory
295
Brown Advisory
Maryland
$1.24M
PFS
296
Prospera Financial Services
Texas
$1.21M
RAM
297
Riggs Asset Management
Pennsylvania
$1.19M
MAWAG
298
Mid-American Wealth Advisory Group
Missouri
$1.19M
FWP
299
Firethorn Wealth Partners
Georgia
$1.18M
ARC
300
Advisor Resource Council
Texas
$1.18M