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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
VWM
76
Vigilare Wealth Management
Arizona
$14.5M
HI
77
Harbour Investments
Wisconsin
$14.3M
OCM
78
One Capital Management
California
$14.3M
IA
79
Integrity Alliance
Iowa
$14.2M
VVP
80
Venture Visionary Partners
Ohio
$14M
Truist Financial
81
Truist Financial
North Carolina
$13.7M
AWA
82
Adapt Wealth Advisors
Georgia
$13.3M
SF
83
Summit Financial
New Jersey
$13M
AWM
84
Able Wealth Management
New Jersey
$12.9M
PWM
85
Perigon Wealth Management
California
$12.9M
GA
86
Goldstein Advisors
Wisconsin
$12.3M
MF
87
Manchester Financial
California
$11.3M
MA
88
Mutual Advisors
Nebraska
$11.1M
LAM
89
Lifestyle Asset Management
Texas
$11.1M
SPIA
90
Steward Partners Investment Advisory
New York
$11.1M
SWM
91
StoneCrest Wealth Management
Arizona
$10.3M
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$10.2M
JEST
93
JTC Employer Solutions Trustee
Jersey
$10M
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$9.77M
CFS
95
Compass Financial Services
Iowa
$9.71M
CIAS
96
CFS Investment Advisory Services
New Jersey
$9.51M
CPIG
97
Chicago Partners Investment Group
Illinois
$9.4M
CAM
98
Concorde Asset Management
Michigan
$9.32M
TWP
99
Tempus Wealth Planning
California
$9.22M
AZ
100
Alpha Zero
Florida
$9.17M