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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
Ameriprise
426
Ameriprise
Minnesota
$350K -$70.6K -606 -17%
IDA
427
Intelligence Driven Advisers
California
$348K
USCWA
428
U.S. Capital Wealth Advisors
Texas
$347K +$21.6K +185 +7%
EG
429
Ellerson Group
Maryland
$343K +$330K +2,835 New
PI
430
PFG Investments
New York
$332K +$319K +2,741 New
CP
431
Castleview Partners
Texas
$331K +$9.79K +84 +3%
MFG
432
MidWestOne Financial Group
Iowa
$328K
MWA
433
MN Wealth Advisors
Kansas
$327K -$815 -7 -0.3%
RF
434
RHS Financial
California
$323K -$59.3K -509 -16%
CAC
435
Certified Advisory Corp
Florida
$321K +$15.4K +132 +5%
SW
436
SMART Wealth
Nebraska
$319K +$32.4K +278 +12%
LWA
437
Lantern Wealth Advisors
New York
$319K +$10.3K +88 +3%
PWA
438
Primoris Wealth Advisors
Florida
$318K +$1.63K +14 +0.5%
TA
439
Tectonic Advisors
Texas
$313K +$13.7K +118 +5%
TC
440
TAGStone Capital
North Carolina
$312K +$51.1K +439 +21%
VR
441
Valued Retirements
Texas
$305K
MWM
442
Maripau Wealth Management
Indiana
$303K -$20.4K -175 -7%
GWM
443
GK Wealth Management
Nevada
$302K +$11.5K +99 +4%
IP
444
Ignite Planners
California
$302K +$291K +2,494 New
Neuberger Berman Group
445
Neuberger Berman Group
New York
$295K +$284K +2,434 New
BFG
446
Berger Financial Group
Minnesota
$294K +$283K +2,432 New
SI
447
Seeds Investor
New York
$292K +$24.1K +207 +9%
MF
448
Meridian Financial
Massachusetts
$289K +$278K +2,385 New
PNC Financial Services Group
449
PNC Financial Services Group
Pennsylvania
$285K +$16.8K +144 +7%
BIA
450
Bell Investment Advisors
California
$283K +$466 +4 +0.2%