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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
PFPT
451
Pinnacle Financial Partners (Tennessee)
Tennessee
$278K +$268K +2,298 New
SFC
452
Strategic Financial Concepts
Texas
$277K +$267K +2,288 New
RFA
453
Resurgent Financial Advisors
Georgia
$273K -$10.1K -87 -4%
SFS
454
Sowell Financial Services
Arkansas
$271K -$2.68K -23 -1%
LA
455
LexAurum Advisors
Kansas
$269K +$10.7K +92 +4%
FCA
456
Fortis Capital Advisors
Kansas
$263K +$253K +2,175 New
BCP
457
Berkeley Capital Partners
Georgia
$263K +$253K +2,173 New
TWM
458
Tripletail Wealth Management
Florida
$260K
LA
459
Latitude Advisors
Florida
$259K -$47.9K -411 -16%
SCA
460
Snowden Capital Advisors
New York
$256K +$246K +2,112 New
GC
461
GatePass Capital
Ohio
$253K +$243K +2,086 New
WA
462
Waverly Advisors
Alabama
$250K +$241K +2,068 New
DWM
463
Diversify Wealth Management
Utah
$250K +$239K +2,052 New
CCAL
464
City Center Advisors LLC
Michigan
$246K -$3.73K -32 -2%
ICMM
465
Integrated Capital Management (Michigan)
Michigan
$244K +$231K +1,987 New
OCM
466
Orleans Capital Management
Louisiana
$242K +$233K +2,000 New
BlackRock
467
BlackRock
New York
$240K -$74.9K -643 -24%
AA
468
Ancora Advisors
Ohio
$237K +$104K +896 +84%
FAG
469
Fortitude Advisory Group
Washington
$237K +$12.7K +109 +6%
Susquehanna International Group
470
Susquehanna International Group
Pennsylvania
$236K +$227K +1,951 New
CWMK
471
Caliber Wealth Management (Kansas)
Kansas
$235K +$10.5K +90 +5%
MWM
472
Moran Wealth Management
Florida
$229K +$220K +1,890 New
BWM
473
BAM Wealth Management
Colorado
$228K +$220K +1,887 New
CB
474
Cadence Bank
Mississippi
$228K
MCWS
475
McKinley Carter Wealth Services
West Virginia
$226K