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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
WA
351
WBH Advisory
Maryland
$719K
DAS
352
Diversify Advisory Services
Utah
$710K
SPI
353
Sutton Place Investors
New York
$705K
Fidelity Investments
354
Fidelity Investments
Massachusetts
$694K
GS
355
GTS Securities
New York
$681K
SHIM
356
Stone House Investment Management
Pennsylvania
$678K
AF
357
Apexium Financial
Texas
$669K
Creative Planning
358
Creative Planning
Kansas
$668K
AWA
359
Alta Wealth Advisors
Massachusetts
$653K
FSA
360
Financial Services Advisory
Maryland
$651K
FA
361
Flagstar Advisors
New York
$632K
BFA
362
Beacon Financial Advisory
Ohio
$630K
EWA
363
Emergent Wealth Advisors
New York
$629K
QCM
364
Quantinno Capital Management
New York
$627K
GWSG
365
GPS Wealth Strategies Group
Colorado
$609K
TGAM
366
TBH Global Asset Management
Tennessee
$601K
SA
367
Sovran Advisors
California
$597K
OC
368
Optima Capital
Oregon
$582K
SIAG
369
Safeguard Investment Advisory Group
California
$568K
PTC
370
Private Trust Company
Ohio
$568K
Baird Financial Group
371
Baird Financial Group
Wisconsin
$561K
CF
372
Centaurus Financial
California
$561K
Wolverine Trading
373
Wolverine Trading
Illinois
$560K
JCFM
374
JBR Co Financial Management
Oklahoma
$559K
HNWA
375
Henrickson Nauta Wealth Advisors
Michigan
$553K