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Invesco S&P 500 Momentum ETF

563 hedge funds and large institutions have $6.93B invested in Invesco S&P 500 Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 267 increasing their positions, 134 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)

22.56% less ownership

Funds ownership: 63.82%41.26% (-23%)

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
Jones Financial Companies
51
Jones Financial Companies
Missouri
$25.1M
SF
52
Seros Financial
Arizona
$24.4M
PS
53
Principal Securities
Iowa
$24.1M
BCM
54
Brookstone Capital Management
Illinois
$23.7M
Tudor Investment Corp
55
Tudor Investment Corp
Connecticut
$20.8M
EFG
56
Ethos Financial Group
Pennsylvania
$20.5M
SWP
57
Stratos Wealth Partners
Ohio
$20M
CIBC World Market
58
CIBC World Market
Ontario, Canada
$19.7M
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$18.6M
AWM
60
Axxcess Wealth Management
California
$18.3M
APW
61
Austin Private Wealth
Texas
$18.3M
AG
62
Ascent Group
Virginia
$18.2M
TC
63
Trilogy Capital
California
$18.1M
BOC
64
Bull Oak Capital
California
$17.9M
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.2M
CWMGP
66
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$17.1M
CIA
67
Concurrent Investment Advisors
Florida
$16.8M
AWG
68
Altus Wealth Group
Colorado
$16.7M
PAS
69
Park Avenue Securities
New York
$16.6M
WA
70
Win Advisors
Florida
$16.2M
RA
71
RFG Advisory
Alabama
$15.3M
AI
72
Atria Investments
North Carolina
$15.3M
FEG
73
Financial Enhancement Group
Indiana
$14.7M
SO
74
Sierra Ocean
California
$14.6M
CW
75
CreativeOne Wealth
Kansas
$14.6M