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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
MA
401
MKT Advisors
California
$425K
Cerity Partners
402
Cerity Partners
New York
$423K
NCM
403
Northwest Capital Management
Oregon
$422K
Northern Trust
404
Northern Trust
Illinois
$421K
HFA
405
Hershey Financial Advisers
Pennsylvania
$412K
SPI
406
Santori & Peters Inc
Pennsylvania
$411K
BAAM
407
Baker Avenue Asset Management
California
$406K
T2I
408
Turim 21 Investimentos
Brazil
$405K
M1FG
409
Mach-1 Financial Group
Arkansas
$403K
IAS
410
Integrity Advisory Solutions
Texas
$403K
Rockefeller Capital Management
411
Rockefeller Capital Management
New York
$399K
Bank of Montreal
412
Bank of Montreal
Ontario, Canada
$391K
PAA
413
Peregrine Asset Advisers
Oregon
$386K
Bank of New York Mellon
414
Bank of New York Mellon
New York
$384K
MCA
415
MSH Capital Advisors
Arizona
$377K
RL
416
Retireful LLC
Michigan
$374K
MWM
417
Meadowbrook Wealth Management
New York
$370K
TAM
418
Tucker Asset Management
Colorado
$367K
MCA
419
Magnolia Capital Advisors
Mississippi
$356K
IWA
420
Integrity Wealth Advisors
California
$355K
YWM
421
Yukon Wealth Management
Kansas
$355K
Ameriprise
422
Ameriprise
Minnesota
$350K
IDA
423
Intelligence Driven Advisers
California
$348K
USCWA
424
U.S. Capital Wealth Advisors
Texas
$347K
EG
425
Ellerson Group
Maryland
$343K