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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
ISFAN
376
Investor's Fiduciary Advisor Network
Washington
$542K
CFP
377
Comprehensive Financial Planning
Pennsylvania
$540K
HIS
378
Harvest Investment Services
Illinois
$530K
SSWM
379
Sheets Smith Wealth Management
North Carolina
$528K
OSAM
380
O'Shaughnessy Asset Management
Connecticut
$524K
FEM
381
Fulcrum Equity Management
Texas
$513K
IA
382
Insight Advisors
Pennsylvania
$509K
SI
383
Stephens Inc
Arkansas
$500K
CAL
384
Capital Analysts LLC
Pennsylvania
$499K
P
385
&Partners
Tennessee
$498K
FW
386
FullCircle Wealth
Texas
$485K
SP
387
Sequent Planning
Nebraska
$482K
RFN
388
RDA Financial Network
Iowa
$472K
FAG
389
Financial Architects (Georgia)
Georgia
$472K
PFT
390
Providence First Trust
Arizona
$472K
Comerica Bank
391
Comerica Bank
Texas
$470K
EIG
392
Ellenbecker Investment Group
Wisconsin
$462K
SIA
393
Soltis Investment Advisors
Utah
$460K
CCG
394
Catalina Capital Group
California
$457K
AW
395
Avion Wealth
Texas
$445K
GWP
396
Gateway Wealth Partners
Wisconsin
$427K
IAN
397
Integrated Advisors Network
Texas
$426K
MA
398
MKT Advisors
California
$425K
Cerity Partners
399
Cerity Partners
New York
$423K
NCM
400
Northwest Capital Management
Oregon
$422K