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Invesco S&P 500 Momentum ETF

563 hedge funds and large institutions have $6.93B invested in Invesco S&P 500 Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 267 increasing their positions, 134 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: $ → $

11% more funds holding in top 10

Funds holding in top 10: 4550 (+5)

22.56% less ownership

Funds ownership: 63.82%41.26% (-23%)

43% less call options, than puts

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

Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
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
Kovitz Investment Group Partners
326
Kovitz Investment Group Partners
Illinois
$843K
CAG
327
Csenge Advisory Group
Florida
$843K
Citigroup
328
Citigroup
New York
$841K
BWMG
329
Barnes Wealth Management Group
California
$831K
SAW
330
Signal Advisors Wealth
Michigan
$824K
AWA
331
A4 Wealth Advisors
North Carolina
$818K
TCWA
332
Turtle Creek Wealth Advisors
Texas
$816K
AAS
333
Ameritas Advisory Services
Nebraska
$811K
EF
334
Empowered Funds
Pennsylvania
$800K
ETC
335
Exchange Traded Concepts
Oklahoma
$799K
OPAM
336
Ocean Park Asset Management
California
$799K
AWA
337
Arete Wealth Advisors
Illinois
$790K
MWA
338
Merkkuri Wealth Advisors
New York
$773K
O3W
339
Omni 360 Wealth
New Jersey
$760K
MIFH
340
Migdal Insurance & Financial Holdings
Israel
$758K
TWM
341
Trinity Wealth Management
Pennsylvania
$754K
RIP
342
RAM Investment Partners
Washington
$744K
LA
343
Lifeworks Advisors
Michigan
$738K
BMWM
344
Brown Miller Wealth Management
Virginia
$734K
WAM
345
Worth Asset Management
Texas
$727K
CWA
346
Clearview Wealth Advisors
Oregon
$725K
IWM
347
Iams Wealth Management
Nebraska
$725K
WA
348
WBH Advisory
Maryland
$719K
DAS
349
Diversify Advisory Services
Utah
$710K
SPI
350
Sutton Place Investors
New York
$705K