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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
CCG
401
Catalina Capital Group
California
$457K +$44.4K +381 +11%
AW
402
Avion Wealth
Texas
$445K +$254K +2,180 +145%
GWP
403
Gateway Wealth Partners
Wisconsin
$427K +$411K +3,527 New
IAN
404
Integrated Advisors Network
Texas
$426K +$16.4K +141 +4%
MA
405
MKT Advisors
California
$425K -$5.36K -46 -1%
Cerity Partners
406
Cerity Partners
New York
$423K +$407K +3,494 New
NCM
407
Northwest Capital Management
Oregon
$422K -$351K -3,009 -46%
Northern Trust
408
Northern Trust
Illinois
$421K +$405K +3,474 New
HFA
409
Hershey Financial Advisers
Pennsylvania
$412K -$186K -1,595 -32%
SPI
410
Santori & Peters Inc
Pennsylvania
$411K +$395K +3,395 New
BAAM
411
Baker Avenue Asset Management
California
$406K +$391K +3,357 New
T2I
412
Turim 21 Investimentos
Brazil
$405K +$390K +3,345 New
IAS
413
Integrity Advisory Solutions
Texas
$403K +$388K +3,329 New
M1FG
414
Mach-1 Financial Group
Arkansas
$403K +$388K +3,329 New
Rockefeller Capital Management
415
Rockefeller Capital Management
New York
$399K +$384K +3,297 New
Bank of Montreal
416
Bank of Montreal
Ontario, Canada
$391K +$42.3K +363 +13%
PAA
417
Peregrine Asset Advisers
Oregon
$386K +$5.82K +50 +2%
Bank of New York Mellon
418
Bank of New York Mellon
New York
$384K +$369K +3,171 New
MCA
419
MSH Capital Advisors
Arizona
$377K -$24.2K -208 -6%
RL
420
Retireful LLC
Michigan
$374K -$129K -1,110 -26%
MWM
421
Meadowbrook Wealth Management
New York
$370K +$356K +3,056 New
TAM
422
Tucker Asset Management
Colorado
$367K +$354K +3,035 New
MCA
423
Magnolia Capital Advisors
Mississippi
$356K +$128K +1,102 +60%
IWA
424
Integrity Wealth Advisors
California
$355K +$342K +2,936 New
YWM
425
Yukon Wealth Management
Kansas
$355K -$21.4K -184 -6%