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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
AFG
501
Albion Financial Group
Utah
$140K +$135K +1,155 New
SIS
502
Sound Income Strategies
Florida
$139K +$71.6K +615 +116%
TSMHT
503
Thurston Springer Miller Herd & Titak
Indiana
$132K -$511K -4,385 -80%
ACA
504
Aptus Capital Advisors
Alabama
$126K +$121K +1,039 New
AF
505
Advisornet Financial
Minnesota
$116K +$233 +2 +0.2%
BWAM
506
Boyd Watterson Asset Management
Ohio
$105K +$101K +870 New
TCOV
507
Trust Company of Vermont
Vermont
$93.3K -$6.52K -56 -7%
CA
508
Clearstead Advisors
Ohio
$89.2K +$85.8K +737 New
TCM
509
Tradewinds Capital Management
Washington
$83.8K +$39.4K +338 +95%
RFP
510
Root Financial Partners
California
$80.1K +$77.1K +662 New
GFWA
511
Grey Fox Wealth Advisors
Delaware
$74.6K +$71.8K +616 New
SWP
512
Strategic Wealth Partners
Ohio
$72.6K +$69.9K +600 New
CPG
513
Cornerstone Planning Group
New Jersey
$71.4K +$68.3K +586 New
RFS
514
Richardson Financial Services
Massachusetts
$70.9K -$91.7K -787 -57%
GEA
515
Glen Eagle Advisors
New Jersey
$69K +$66.4K +570 New
EWA
516
EverSource Wealth Advisors
Alabama
$68.2K +$58.9K +506 +888%
DWA
517
Delos Wealth Advisors
Texas
$66.7K +$64.2K +551 New
LWMI
518
Legacy Wealth Management (Idaho)
Idaho
$66.2K -$4.54K -39 -7%
BF
519
BOK Financial
Oklahoma
$65.1K +$62.7K +538 New
WANY
520
Wealthspire Advisors (New York)
New York
$63.8K +$61.4K +527 New
FDW
521
Fourth Dimension Wealth
Ohio
$60.5K +$11.6K +100 +25%
OWP
522
ORG Wealth Partners
Texas
$52.2K
CIAS
523
Capital Investment Advisory Services
North Carolina
$51K +$23.3K +200 +90%
MCM
524
MAI Capital Management
Ohio
$50.2K +$48.3K +415 New
BWM
525
Bernard Wealth Management
Michigan
$44.8K +$43.1K +370 New