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Invesco S&P 500 Momentum ETF

567 hedge funds and large institutions have $7B invested in Invesco S&P 500 Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 270 increasing their positions, 133 reducing their positions, and 32 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: $ → $

16% more funds holding in top 10

Funds holding in top 10: 4552 (+7)

22.15% less ownership

Funds ownership: 63.82%41.67% (-22%)

43% less call options, than puts

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

Holders
567
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
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
CAM
101
Concorde Asset Management
Michigan
$9.32M
TWP
102
Tempus Wealth Planning
California
$9.22M
AZ
103
Alpha Zero
Florida
$9.17M
CCFM
104
Clear Creek Financial Management
Washington
$9.16M
WIA
105
World Investment Advisors
California
$9.06M
ECML
106
Eagle Capital Management (Louisiana)
Louisiana
$8.74M
WWM
107
WJ Wealth Management
Arizona
$8.72M
Invesco
108
Invesco
Georgia
$8.71M
FS
109
Financially Speaking
Colorado
$8.67M
LFAS
110
Level Four Advisory Services
Texas
$8.49M
FPGK
111
Financial Partners Group (Kansas)
Kansas
$8.48M
Wellington Management Group
112
Wellington Management Group
Massachusetts
$8.44M
BIG
113
Brookwood Investment Group
Arizona
$8.42M
TA
114
Tactive Advisors
Florida
$8.31M
Envestnet Portfolio Solutions
115
Envestnet Portfolio Solutions
Illinois
$8.13M
CRI
116
Colonial River Investments
Virginia
$8.08M
HGWM
117
Horst & Graben Wealth Management
Oregon
$8.07M
PSCM
118
Per Stirling Capital Management
Texas
$7.98M
WIP
119
WealthCare Investment Partners
Rhode Island
$7.79M
FHC
120
First Heartland Consultants
Missouri
$7.64M
RFA
121
Rollins Financial Advisors
New York
$7.49M
PWA
122
Physician Wealth Advisors
Utah
$7.47M
NFG
123
Nations Financial Group
Iowa
$7.41M
VA
124
VestGen Advisors
Illinois
$7.33M
BCM
125
Berbice Capital Management
New York
$7.28M