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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
AF
501
Advisornet Financial
Minnesota
$116K
BWAM
502
Boyd Watterson Asset Management
Ohio
$105K
TCOV
503
Trust Company of Vermont
Vermont
$93.3K
CA
504
Clearstead Advisors
Ohio
$89.2K
TCM
505
Tradewinds Capital Management
Washington
$83.8K
RFP
506
Root Financial Partners
California
$80.1K
GFWA
507
Grey Fox Wealth Advisors
Delaware
$74.6K
SWP
508
Strategic Wealth Partners
Ohio
$72.6K
CPG
509
Cornerstone Planning Group
New Jersey
$71.4K
RFS
510
Richardson Financial Services
Massachusetts
$70.9K
GEA
511
Glen Eagle Advisors
New Jersey
$69K
EWA
512
EverSource Wealth Advisors
Alabama
$68.2K
DWA
513
Delos Wealth Advisors
Texas
$66.7K
LWMI
514
Legacy Wealth Management (Idaho)
Idaho
$66.2K
BF
515
BOK Financial
Oklahoma
$65.1K
WANY
516
Wealthspire Advisors (New York)
New York
$63.8K
FDW
517
Fourth Dimension Wealth
Ohio
$60.5K
OWP
518
ORG Wealth Partners
Texas
$52.2K
CIAS
519
Capital Investment Advisory Services
North Carolina
$51K
MCM
520
MAI Capital Management
Ohio
$50.2K
BWM
521
Bernard Wealth Management
Michigan
$44.8K
CCM
522
Chilton Capital Management
Texas
$41.9K
RF
523
Rossby Financial
Florida
$40.3K
GIA
524
GHP Investment Advisors
Colorado
$39.4K
SL
525
Salomon & Ludwin
Virginia
$36.6K