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Invesco S&P 500 Momentum ETF

563 hedge funds and large institutions have $6.95B invested in Invesco S&P 500 Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 268 increasing their positions, 133 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: $ → $

11% more funds holding in top 10

Funds holding in top 10: 4550 (+5)

22.45% less ownership

Funds ownership: 63.82%41.36% (-22%)

43% less call options, than puts

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

Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
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
TCOV
501
Trust Company of Vermont
Vermont
$93.3K
CA
502
Clearstead Advisors
Ohio
$89.2K
TCM
503
Tradewinds Capital Management
Washington
$83.8K
RFP
504
Root Financial Partners
California
$80.1K
GFWA
505
Grey Fox Wealth Advisors
Delaware
$74.6K
SWP
506
Strategic Wealth Partners
Ohio
$72.6K
CPG
507
Cornerstone Planning Group
New Jersey
$71.4K
RFS
508
Richardson Financial Services
Massachusetts
$70.9K
GEA
509
Glen Eagle Advisors
New Jersey
$69K
EWA
510
EverSource Wealth Advisors
Alabama
$68.2K
DWA
511
Delos Wealth Advisors
Texas
$66.7K
LWMI
512
Legacy Wealth Management (Idaho)
Idaho
$66.2K
BF
513
BOK Financial
Oklahoma
$65.1K
WANY
514
Wealthspire Advisors (New York)
New York
$63.8K
FDW
515
Fourth Dimension Wealth
Ohio
$60.5K
OWP
516
ORG Wealth Partners
Texas
$52.2K
CIAS
517
Capital Investment Advisory Services
North Carolina
$51K
MCM
518
MAI Capital Management
Ohio
$50.2K
BWM
519
Bernard Wealth Management
Michigan
$44.8K
CCM
520
Chilton Capital Management
Texas
$41.9K
RF
521
Rossby Financial
Florida
$40.3K
GIA
522
GHP Investment Advisors
Colorado
$39.4K
SL
523
Salomon & Ludwin
Virginia
$36.6K
AG
524
AmeriFlex Group
Nevada
$35.6K
MSFP
525
Mark Sheptoff Financial Planning
Connecticut
$33.9K