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Invesco S&P 500 Momentum ETF

556 hedge funds and large institutions have $6.76B invested in Invesco S&P 500 Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 263 increasing their positions, 132 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: $ → $

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

23.41% less ownership

Funds ownership: 63.6%40.19% (-23%)

43% less call options, than puts

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

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
HI
76
Harbour Investments
Wisconsin
$14.3M
OCM
77
One Capital Management
California
$14.3M
IA
78
Integrity Alliance
Iowa
$14.2M
VVP
79
Venture Visionary Partners
Ohio
$14M
Truist Financial
80
Truist Financial
North Carolina
$13.7M
AWA
81
Adapt Wealth Advisors
Georgia
$13.3M
SF
82
Summit Financial
New Jersey
$13M
AWM
83
Able Wealth Management
New Jersey
$12.9M
PWM
84
Perigon Wealth Management
California
$12.9M
GA
85
Goldstein Advisors
Wisconsin
$12.3M
MF
86
Manchester Financial
California
$11.3M
MA
87
Mutual Advisors
Nebraska
$11.1M
LAM
88
Lifestyle Asset Management
Texas
$11.1M
SPIA
89
Steward Partners Investment Advisory
New York
$11.1M
SWM
90
StoneCrest Wealth Management
Arizona
$10.3M
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$10.2M
JEST
92
JTC Employer Solutions Trustee
Jersey
$10M
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$9.77M
CFS
94
Compass Financial Services
Iowa
$9.71M
CIAS
95
CFS Investment Advisory Services
New Jersey
$9.51M
CPIG
96
Chicago Partners Investment Group
Illinois
$9.4M
CAM
97
Concorde Asset Management
Michigan
$9.32M
TWP
98
Tempus Wealth Planning
California
$9.22M
AZ
99
Alpha Zero
Florida
$9.17M
CCFM
100
Clear Creek Financial Management
Washington
$9.16M