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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
BMWM
351
Brown Miller Wealth Management
Virginia
$734K +$706K +6,061 New
WAM
352
Worth Asset Management
Texas
$727K -$1.8M -15,464 -72%
CWA
353
Clearview Wealth Advisors
Oregon
$725K +$19.1K +164 +3%
IWM
354
Iams Wealth Management
Nebraska
$725K -$226K -1,942 -24%
WA
355
WBH Advisory
Maryland
$719K +$692K +5,940 New
DAS
356
Diversify Advisory Services
Utah
$710K +$161K +1,382 +31%
SPI
357
Sutton Place Investors
New York
$705K -$22.5K -193 -3%
Fidelity Investments
358
Fidelity Investments
Massachusetts
$694K +$115K +985 +21%
GS
359
GTS Securities
New York
$681K +$302K +2,595 +86%
SHIM
360
Stone House Investment Management
Pennsylvania
$678K +$54.9K +471 +9%
AF
361
Apexium Financial
Texas
$669K +$644K +5,530 New
Creative Planning
362
Creative Planning
Kansas
$668K +$310K +2,659 +93%
AWA
363
Alta Wealth Advisors
Massachusetts
$653K +$628K +5,395 New
FSA
364
Financial Services Advisory
Maryland
$651K +$627K +5,379 New
FA
365
Flagstar Advisors
New York
$632K +$608K +5,221 New
BFA
366
Beacon Financial Advisory
Ohio
$630K +$3.96K +34 +0.7%
EWA
367
Emergent Wealth Advisors
New York
$629K +$466 +4 +0.1%
QCM
368
Quantinno Capital Management
New York
$627K -$127K -1,086 -17%
GWSG
369
GPS Wealth Strategies Group
Colorado
$609K +$25.4K +218 +5%
TGAM
370
TBH Global Asset Management
Tennessee
$601K -$236K -2,029 -29%
SA
371
Sovran Advisors
California
$597K -$86K -738 -13%
OC
372
Optima Capital
Oregon
$582K +$560K +4,806 New
SIAG
373
Safeguard Investment Advisory Group
California
$568K +$547K +4,694 New
PTC
374
Private Trust Company
Ohio
$568K +$113K +970 +26%
Baird Financial Group
375
Baird Financial Group
Wisconsin
$561K +$234K +2,011 +77%