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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
VF
476
Vawter Financial
Ohio
$224K
AQR Capital Management
477
AQR Capital Management
Connecticut
$223K +$214K +1,838 New
BFIC
478
Bedell Frazier Investment Counselling
California
$219K +$210K +1,807 New
BMCM
479
Bryn Mawr Capital Management
Pennsylvania
$218K +$210K +1,800 New
GS
480
GWN Securities
Florida
$218K -$49.4K -424 -19%
BHBT
481
Burke & Herbert Bank & Trust
Virginia
$216K +$208K +1,785 New
SW
482
Simplicity Wealth
New Jersey
$215K -$54.6K -469 -21%
NAS
483
NWF Advisory Services
California
$215K +$207K +1,778 New
CAPTRUST Financial Advisors
484
CAPTRUST Financial Advisors
North Carolina
$213K +$205K +1,758 New
HH
485
Hilltop Holdings
Texas
$213K -$307K -2,639 -60%
CCC
486
Compass Capital Corp
Massachusetts
$211K +$203K +1,745 New
IAA
487
Independent Advisor Alliance
North Carolina
$211K +$203K +1,740 New
NP
488
NorthRock Partners
Minnesota
$210K +$202K +1,735 New
HKIMG
489
Hutchens & Kramer Investment Management Group
Indiana
$209K +$202K +1,730 New
CWG
490
Cornerstone Wealth Group
North Carolina
$209K +$201K +1,728 New
RWB
491
RMR Wealth Builders
New Jersey
$208K +$200K +1,718 New
SF
492
Symphony Financial
Texas
$206K +$199K +1,707 New
OWM
493
OneAscent Wealth Management
Alabama
$201K +$193K +1,661 New
DWM
494
Darwin Wealth Management
Florida
$201K +$1.4K +12 +0.7%
MFG
495
Magnus Financial Group
New York
$200K +$193K +1,655 New
FFL
496
Financial Freedom LLC
Ohio
$197K +$22.9K +197 +14%
ATC
497
Adirondack Trust Company
New York
$197K +$190K +1,628 New
LFG
498
Larson Financial Group
Missouri
$172K -$5.47K -47 -3%
LFA
499
LGT Financial Advisors
Texas
$163K -$79.3K -681 -34%
SVWA
500
Sarver Vrooman Wealth Advisors
Missouri
$147K