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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
GS
476
GWN Securities
Florida
$218K
BHBT
477
Burke & Herbert Bank & Trust
Virginia
$216K
SW
478
Simplicity Wealth
New Jersey
$215K
NAS
479
NWF Advisory Services
California
$215K
CAPTRUST Financial Advisors
480
CAPTRUST Financial Advisors
North Carolina
$213K
HH
481
Hilltop Holdings
Texas
$213K
CCC
482
Compass Capital Corp
Massachusetts
$211K
IAA
483
Independent Advisor Alliance
North Carolina
$211K
NP
484
NorthRock Partners
Minnesota
$210K
HKIMG
485
Hutchens & Kramer Investment Management Group
Indiana
$209K
CWG
486
Cornerstone Wealth Group
North Carolina
$209K
RWB
487
RMR Wealth Builders
New Jersey
$208K
SF
488
Symphony Financial
Texas
$206K
OWM
489
OneAscent Wealth Management
Alabama
$201K
DWM
490
Darwin Wealth Management
Florida
$201K
MFG
491
Magnus Financial Group
New York
$200K
FFL
492
Financial Freedom LLC
Ohio
$197K
ATC
493
Adirondack Trust Company
New York
$197K
LFG
494
Larson Financial Group
Missouri
$172K
LFA
495
LGT Financial Advisors
Texas
$163K
SVWA
496
Sarver Vrooman Wealth Advisors
Missouri
$147K
AFG
497
Albion Financial Group
Utah
$140K
SIS
498
Sound Income Strategies
Florida
$139K
TSMHT
499
Thurston Springer Miller Herd & Titak
Indiana
$132K
ACA
500
Aptus Capital Advisors
Alabama
$126K