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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
LA
451
LexAurum Advisors
Kansas
$269K
FCA
452
Fortis Capital Advisors
Kansas
$263K
BCP
453
Berkeley Capital Partners
Georgia
$263K
TWM
454
Tripletail Wealth Management
Florida
$260K
LA
455
Latitude Advisors
Florida
$259K
SCA
456
Snowden Capital Advisors
New York
$256K
GC
457
GatePass Capital
Ohio
$253K
WA
458
Waverly Advisors
Alabama
$250K
DWM
459
Diversify Wealth Management
Utah
$250K
CCAL
460
City Center Advisors LLC
Michigan
$246K
ICMM
461
Integrated Capital Management (Michigan)
Michigan
$244K
OCM
462
Orleans Capital Management
Louisiana
$242K
BlackRock
463
BlackRock
New York
$240K
AA
464
Ancora Advisors
Ohio
$237K
FAG
465
Fortitude Advisory Group
Washington
$237K
Susquehanna International Group
466
Susquehanna International Group
Pennsylvania
$236K
CWMK
467
Caliber Wealth Management (Kansas)
Kansas
$235K
MWM
468
Moran Wealth Management
Florida
$229K
BWM
469
BAM Wealth Management
Colorado
$228K
CB
470
Cadence Bank
Mississippi
$228K
MCWS
471
McKinley Carter Wealth Services
West Virginia
$226K
VF
472
Vawter Financial
Ohio
$224K
AQR Capital Management
473
AQR Capital Management
Connecticut
$223K
BFIC
474
Bedell Frazier Investment Counselling
California
$219K
BMCM
475
Bryn Mawr Capital Management
Pennsylvania
$218K