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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
CAM
101
Concorde Asset Management
Michigan
$9.32M +$9M +77,261 New
TWP
102
Tempus Wealth Planning
California
$9.22M +$900K +7,729 +11%
AZ
103
Alpha Zero
Florida
$9.17M +$3.5M +30,027 +66%
CCFM
104
Clear Creek Financial Management
Washington
$9.16M -$537K -4,607 -6%
WIA
105
World Investment Advisors
California
$9.06M +$4.6M +39,528 +112%
ECML
106
Eagle Capital Management (Louisiana)
Louisiana
$8.74M +$4.2M +36,097 +100%
WWM
107
WJ Wealth Management
Arizona
$8.72M -$766K -6,572 -8%
Invesco
108
Invesco
Georgia
$8.71M -$480K -4,122 -5%
FS
109
Financially Speaking
Colorado
$8.67M +$8.35M +71,652 New
LFAS
110
Level Four Advisory Services
Texas
$8.49M +$2.49M +21,337 +44%
FPGK
111
Financial Partners Group (Kansas)
Kansas
$8.48M +$649K +5,568 +9%
Wellington Management Group
112
Wellington Management Group
Massachusetts
$8.44M +$8.12M +69,711 New
BIG
113
Brookwood Investment Group
Arizona
$8.42M -$6.06M -52,011 -43%
TA
114
Tactive Advisors
Florida
$8.31M +$1.76M +15,072 +28%
Envestnet Portfolio Solutions
115
Envestnet Portfolio Solutions
Illinois
$8.13M -$10.1M -87,053 -56%
CRI
116
Colonial River Investments
Virginia
$8.08M +$648K +5,564 +9%
HGWM
117
Horst & Graben Wealth Management
Oregon
$8.07M +$8.39K +72 +0.1%
PSCM
118
Per Stirling Capital Management
Texas
$7.98M +$6.89M +59,125 +867%
IFG
119
Independent Financial Group
California
$7.88M +$1.43M +12,276 +23%
WIP
120
WealthCare Investment Partners
Rhode Island
$7.79M +$575K +4,939 +8%
FHC
121
First Heartland Consultants
Missouri
$7.64M +$3.96M +33,988 +117%
RFA
122
Rollins Financial Advisors
New York
$7.49M +$708K +6,078 +11%
PWA
123
Physician Wealth Advisors
Utah
$7.47M -$63.4K -544 -0.9%
NFG
124
Nations Financial Group
Iowa
$7.41M +$7.13M +61,191 New
VA
125
VestGen Advisors
Illinois
$7.33M +$644K +5,526 +10%