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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
WMWM
51
Whitaker-Myers Wealth Managers
Ohio
$25.2M +$24.3M +208,284 New
Jones Financial Companies
52
Jones Financial Companies
Missouri
$25.1M +$16.1M +137,972 +198%
SF
53
Seros Financial
Arizona
$24.4M +$9.04M +77,643 +63%
PS
54
Principal Securities
Iowa
$24.1M -$34.2M -294,023 -60%
SA
55
Sanctuary Advisors
Indiana
$24M +$2.31M +19,868 +11%
BCM
56
Brookstone Capital Management
Illinois
$23.7M +$21.4M +183,705 +1,525%
Tudor Investment Corp
57
Tudor Investment Corp
Connecticut
$20.8M +$15.4M +132,262 +334%
EFG
58
Ethos Financial Group
Pennsylvania
$20.5M +$2.4M +20,630 +14%
SWP
59
Stratos Wealth Partners
Ohio
$20M +$1.22M +10,512 +7%
NWM
60
NRI Wealth Management
California
$19.8M +$19.1M +163,848 New
CIBC World Market
61
CIBC World Market
Ontario, Canada
$19.7M +$16M +137,412 +547%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$18.6M -$10.9M -93,387 -38%
AWM
63
Axxcess Wealth Management
California
$18.3M -$1.38M -11,816 -7%
APW
64
Austin Private Wealth
Texas
$18.3M -$2.2M -18,869 -11%
AG
65
Ascent Group
Virginia
$18.2M -$251K -2,158 -1%
TC
66
Trilogy Capital
California
$18.1M +$1.62M +13,903 +10%
BOC
67
Bull Oak Capital
California
$17.9M +$4.02M +34,526 +30%
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.2M +$14.1M +121,312 +584%
CWMGP
69
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$17.1M +$16.4M +141,047 New
CIA
70
Concurrent Investment Advisors
Florida
$16.8M +$397K +3,406 +3%
AWG
71
Altus Wealth Group
Colorado
$16.7M +$726K +6,229 +5%
PAS
72
Park Avenue Securities
New York
$16.6M -$3.33M -28,581 -17%
WA
73
Win Advisors
Florida
$16.2M -$2.74M -23,560 -15%
RA
74
RFG Advisory
Alabama
$15.3M +$12.7M +109,330 +642%
AI
75
Atria Investments
North Carolina
$15.3M -$489K -4,200 -3%