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Invesco S&P 500 Momentum ETF

556 hedge funds and large institutions have $6.76B invested in Invesco S&P 500 Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 263 increasing their positions, 132 reducing their positions, and 33 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: $ → $

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

23.41% less ownership

Funds ownership: 63.6%40.19% (-23%)

43% less call options, than puts

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

Holders
556
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
$15M
Puts
$26.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
326
A4 Wealth Advisors
North Carolina
$818K
TCWA
327
Turtle Creek Wealth Advisors
Texas
$816K
AAS
328
Ameritas Advisory Services
Nebraska
$811K
EF
329
Empowered Funds
Pennsylvania
$800K
ETC
330
Exchange Traded Concepts
Oklahoma
$799K
OPAM
331
Ocean Park Asset Management
California
$799K
AWA
332
Arete Wealth Advisors
Illinois
$790K
MWA
333
Merkkuri Wealth Advisors
New York
$773K
O3W
334
Omni 360 Wealth
New Jersey
$760K
MIFH
335
Migdal Insurance & Financial Holdings
Israel
$758K
TWM
336
Trinity Wealth Management
Pennsylvania
$754K
RIP
337
RAM Investment Partners
Washington
$744K
LA
338
Lifeworks Advisors
Michigan
$738K
BMWM
339
Brown Miller Wealth Management
Virginia
$734K
WAM
340
Worth Asset Management
Texas
$727K
CWA
341
Clearview Wealth Advisors
Oregon
$725K
IWM
342
Iams Wealth Management
Nebraska
$725K
WA
343
WBH Advisory
Maryland
$719K
DAS
344
Diversify Advisory Services
Utah
$710K
SPI
345
Sutton Place Investors
New York
$705K
Fidelity Investments
346
Fidelity Investments
Massachusetts
$694K
GS
347
GTS Securities
New York
$681K
SHIM
348
Stone House Investment Management
Pennsylvania
$678K
AF
349
Apexium Financial
Texas
$669K
Creative Planning
350
Creative Planning
Kansas
$668K