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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
WFS
326
WealthGarden F.S.
California
$851K
MA
327
MONECO Advisors
Connecticut
$848K
Kovitz Investment Group Partners
328
Kovitz Investment Group Partners
Illinois
$843K
CAG
329
Csenge Advisory Group
Florida
$843K
Citigroup
330
Citigroup
New York
$841K
BWMG
331
Barnes Wealth Management Group
California
$831K
SAW
332
Signal Advisors Wealth
Michigan
$824K
AWA
333
A4 Wealth Advisors
North Carolina
$818K
TCWA
334
Turtle Creek Wealth Advisors
Texas
$816K
AAS
335
Ameritas Advisory Services
Nebraska
$811K
EF
336
Empowered Funds
Pennsylvania
$800K
ETC
337
Exchange Traded Concepts
Oklahoma
$799K
OPAM
338
Ocean Park Asset Management
California
$799K
AWA
339
Arete Wealth Advisors
Illinois
$790K
MWA
340
Merkkuri Wealth Advisors
New York
$773K
NL
341
NWAM LLC
Washington
$771K
O3W
342
Omni 360 Wealth
New Jersey
$760K
MIFH
343
Migdal Insurance & Financial Holdings
Israel
$758K
TWM
344
Trinity Wealth Management
Pennsylvania
$754K
RIP
345
RAM Investment Partners
Washington
$744K
LA
346
Lifeworks Advisors
Michigan
$738K
BMWM
347
Brown Miller Wealth Management
Virginia
$734K
WAM
348
Worth Asset Management
Texas
$727K
CWA
349
Clearview Wealth Advisors
Oregon
$725K
IWM
350
Iams Wealth Management
Nebraska
$725K