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Invesco S&P 500 Momentum ETF

556 hedge funds and large institutions have $6.76B invested in Invesco S&P 500 Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 263 increasing their positions, 132 reducing their positions, and 33 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: $ → $

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

23.41% less ownership

Funds ownership: 63.6%40.19% (-23%)

43% less call options, than puts

Call options by funds: $15M | Put options by funds: $26.5M

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
RWA
26
Redhawk Wealth Advisors
Minnesota
$50.5M
BCI
27
Brinker Capital Investments
Pennsylvania
$46.6M
FIC
28
Family Investment Center
Missouri
$44.8M
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$40.9M
UBS Group
30
UBS Group
Switzerland
$38.7M
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$38.2M
PWP
32
Perfromance Wealth Partners
Illinois
$37.9M
TPCW
33
TD Private Client Wealth
New York
$35.9M
Mariner
34
Mariner
Kansas
$33.9M
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$31.2M
FIS
36
Fischer Investment Strategies
California
$30.8M
TF
37
Tompkins Financial
New York
$30.5M
MWM
38
Meridian Wealth Management
Kentucky
$29.5M
HighTower Advisors
39
HighTower Advisors
Illinois
$29.5M
KA
40
Kovack Advisors
Florida
$28.8M
RW
41
RVW Wealth
California
$28.6M
Stifel Financial
42
Stifel Financial
Missouri
$28.3M
FGA
43
Fortis Group Advisors
New Jersey
$28.1M
HAS
44
HBW Advisory Services
California
$27.8M
ACM
45
Advance Capital Management
Michigan
$27.4M
IWS
46
Insight Wealth Strategies
California
$26.6M
TWM
47
Triton Wealth Management
Arizona
$26.1M
Marshall Wace
48
Marshall Wace
United Kingdom
$25.8M
WMWM
49
Whitaker-Myers Wealth Managers
Ohio
$25.2M
Jones Financial Companies
50
Jones Financial Companies
Missouri
$25.1M