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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
FEG
76
Financial Enhancement Group
Indiana
$14.7M -$109K -935 -0.8%
SO
77
Sierra Ocean
California
$14.6M +$4.55M +39,025 +48%
CW
78
CreativeOne Wealth
Kansas
$14.6M -$519K -4,459 -4%
VWM
79
Vigilare Wealth Management
Arizona
$14.5M -$1.93M -16,602 -12%
HI
80
Harbour Investments
Wisconsin
$14.3M +$606K +5,199 +5%
OCM
81
One Capital Management
California
$14.3M -$2.15M -18,434 -14%
IA
82
Integrity Alliance
Iowa
$14.2M +$1.28M +11,000 +10%
VVP
83
Venture Visionary Partners
Ohio
$14M +$13.4M +115,414 New
Truist Financial
84
Truist Financial
North Carolina
$13.7M +$4.45M +38,197 +51%
AWA
85
Adapt Wealth Advisors
Georgia
$13.3M +$12.8M +109,570 New
SF
86
Summit Financial
New Jersey
$13M +$12.5M +107,470 New
AWM
87
Able Wealth Management
New Jersey
$12.9M +$3.69M +31,700 +42%
PWM
88
Perigon Wealth Management
California
$12.9M +$2.7M +23,160 +28%
GA
89
Goldstein Advisors
Wisconsin
$12.3M -$603K -5,175 -5%
MF
90
Manchester Financial
California
$11.3M +$2.43M +20,849 +29%
MA
91
Mutual Advisors
Nebraska
$11.1M +$450K +3,863 +4%
LAM
92
Lifestyle Asset Management
Texas
$11.1M +$10.7M +91,770 New
SPIA
93
Steward Partners Investment Advisory
New York
$11.1M +$3.01M +25,820 +39%
SWM
94
StoneCrest Wealth Management
Arizona
$10.3M +$2.02M +17,301 +26%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$10.2M +$6.96M +59,718 +241%
JEST
96
JTC Employer Solutions Trustee
Jersey
$10M +$9.96M +85,500 New
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$9.77M +$4.84M +41,568 +106%
CFS
98
Compass Financial Services
Iowa
$9.71M +$1.23M +10,531 +15%
CIAS
99
CFS Investment Advisory Services
New Jersey
$9.51M -$286K -2,458 -3%
CPIG
100
Chicago Partners Investment Group
Illinois
$9.4M +$3.47M +29,827 +64%