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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
GF
326
Gries Financial
Ohio
$888K +$854K +7,333 New
FWA
327
Flagship Wealth Advisors
Massachusetts
$887K +$853K +7,325 New
KFS
328
Kelly Financial Services
Massachusetts
$859K -$2.28M -19,536 -73%
CPL
329
CAP Partners LLC
Tennessee
$857K +$20.2K +173 +3%
WFS
330
WealthGarden F.S.
California
$851K -$55K -472 -6%
MA
331
MONECO Advisors
Connecticut
$848K +$816K +7,006 New
Kovitz Investment Group Partners
332
Kovitz Investment Group Partners
Illinois
$843K +$812K +6,967 New
CAG
333
Csenge Advisory Group
Florida
$843K -$166K -1,426 -17%
Citigroup
334
Citigroup
New York
$841K +$673K +5,781 +496%
BWMG
335
Barnes Wealth Management Group
California
$831K +$62.7K +538 +9%
SAW
336
Signal Advisors Wealth
Michigan
$824K +$238K +2,046 +43%
AWA
337
A4 Wealth Advisors
North Carolina
$818K +$787K +6,755 New
TCWA
338
Turtle Creek Wealth Advisors
Texas
$816K +$42.9K +368 +6%
AAS
339
Ameritas Advisory Services
Nebraska
$811K -$3.62M -31,037 -82%
EF
340
Empowered Funds
Pennsylvania
$800K +$770K +6,606 New
ETC
341
Exchange Traded Concepts
Oklahoma
$799K -$14.2K -122 -2%
OPAM
342
Ocean Park Asset Management
California
$799K +$768K +6,596 New
AWA
343
Arete Wealth Advisors
Illinois
$790K +$518K +4,449 +214%
MWA
344
Merkkuri Wealth Advisors
New York
$773K -$11.3K -97 -1%
NL
345
NWAM LLC
Washington
$771K +$275K +2,364 +59%
O3W
346
Omni 360 Wealth
New Jersey
$760K +$40.4K +347 +6%
MIFH
347
Migdal Insurance & Financial Holdings
Israel
$758K +$729K +6,259 New
TWM
348
Trinity Wealth Management
Pennsylvania
$754K +$66.5K +571 +10%
RIP
349
RAM Investment Partners
Washington
$744K
LA
350
Lifeworks Advisors
Michigan
$738K +$30.8K +264 +5%