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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
CF
376
Centaurus Financial
California
$561K +$388K +3,333 +256%
Wolverine Trading
377
Wolverine Trading
Illinois
$560K +$541K +4,641 New
JCFM
378
JBR Co Financial Management
Oklahoma
$559K +$182K +1,561 +51%
HNWA
379
Henrickson Nauta Wealth Advisors
Michigan
$553K +$533K +4,575 New
WDL
380
Well Done LLC
Michigan
$546K +$525K +4,508 New
BAMG
381
Brand Asset Management Group
Missouri
$545K +$54.3K +466 +12%
CB
382
Commerce Bank
Missouri
$544K
ISFAN
383
Investor's Fiduciary Advisor Network
Washington
$542K -$20.7K -178 -4%
CFP
384
Comprehensive Financial Planning
Pennsylvania
$540K +$6.29K +54 +1%
HIS
385
Harvest Investment Services
Illinois
$530K -$13.2K -113 -3%
SSWM
386
Sheets Smith Wealth Management
North Carolina
$528K
OSAM
387
O'Shaughnessy Asset Management
Connecticut
$524K -$43.1K -370 -8%
FEM
388
Fulcrum Equity Management
Texas
$513K +$14.2K +122 +3%
IA
389
Insight Advisors
Pennsylvania
$509K -$5.94K -51 -1%
SI
390
Stephens Inc
Arkansas
$500K -$32.5K -279 -6%
CAL
391
Capital Analysts LLC
Pennsylvania
$499K -$55.6K -477 -10%
P
392
&Partners
Tennessee
$498K +$436K +3,739 New
FW
393
FullCircle Wealth
Texas
$485K +$2.56K +22 +0.5%
SP
394
Sequent Planning
Nebraska
$482K +$26.2K +225 +6%
RFN
395
RDA Financial Network
Iowa
$472K -$15K -129 -3%
FAG
396
Financial Architects (Georgia)
Georgia
$472K -$29.7K -255 -6%
PFT
397
Providence First Trust
Arizona
$472K +$454K +3,900 New
Comerica Bank
398
Comerica Bank
Texas
$470K +$99.6K +855 +28%
EIG
399
Ellenbecker Investment Group
Wisconsin
$462K +$213K +1,826 +92%
SIA
400
Soltis Investment Advisors
Utah
$460K -$67.3K -578 -13%