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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
WIA
101
World Investment Advisors
California
$9.06M
ECML
102
Eagle Capital Management (Louisiana)
Louisiana
$8.74M
WWM
103
WJ Wealth Management
Arizona
$8.72M
Invesco
104
Invesco
Georgia
$8.71M
FS
105
Financially Speaking
Colorado
$8.67M
LFAS
106
Level Four Advisory Services
Texas
$8.49M
FPGK
107
Financial Partners Group (Kansas)
Kansas
$8.48M
Wellington Management Group
108
Wellington Management Group
Massachusetts
$8.44M
BIG
109
Brookwood Investment Group
Arizona
$8.42M
TA
110
Tactive Advisors
Florida
$8.31M
Envestnet Portfolio Solutions
111
Envestnet Portfolio Solutions
Illinois
$8.13M
CRI
112
Colonial River Investments
Virginia
$8.08M
HGWM
113
Horst & Graben Wealth Management
Oregon
$8.07M
PSCM
114
Per Stirling Capital Management
Texas
$7.98M
WIP
115
WealthCare Investment Partners
Rhode Island
$7.79M
FHC
116
First Heartland Consultants
Missouri
$7.64M
RFA
117
Rollins Financial Advisors
New York
$7.49M
PWA
118
Physician Wealth Advisors
Utah
$7.47M
NFG
119
Nations Financial Group
Iowa
$7.41M
VA
120
VestGen Advisors
Illinois
$7.33M
BCM
121
Berbice Capital Management
New York
$7.28M
KW
122
KWB Wealth
California
$7.25M
JWM
123
Jackson Wealth Management
Florida
$7.24M
IA
124
IFG Advisory
Georgia
$7.23M
IIA
125
Integrity Investment Advisors
Colorado
$7.16M