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Invesco S&P 500 Momentum ETF

563 hedge funds and large institutions have $6.95B invested in Invesco S&P 500 Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 268 increasing their positions, 133 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)

22.45% less ownership

Funds ownership: 63.82%41.36% (-22%)

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
IA
126
IFG Advisory
Georgia
$7.23M
IIA
127
Integrity Investment Advisors
Colorado
$7.16M
GM
128
GeoWealth Management
Illinois
$7.15M
NWM
129
Nova Wealth Management
Florida
$7.13M
GRP
130
Global Retirement Partners
California
$7.12M
TFS
131
Thoroughbred Financial Services
Tennessee
$6.97M
EL
132
EWA LLC
Pennsylvania
$6.87M
CAG
133
Centerpoint Advisory Group
Kansas
$6.8M
TWP
134
Triad Wealth Partners
Kansas
$6.67M
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$6.65M
AWM
136
AE Wealth Management
Kansas
$6.54M
NWM
137
Napa Wealth Management
California
$6.49M
GWM
138
Geneos Wealth Management
Colorado
$6.42M
OWA
139
One Wealth Advisors
California
$6.32M
SFS
140
Security Financial Services
Indiana
$6.25M
IWM
141
IHT Wealth Management
Illinois
$6.17M
VC
142
Vicus Capital
Pennsylvania
$6.14M
NA
143
NewEdge Advisors
Louisiana
$6.08M
PFA
144
Professional Financial Advisors
Nebraska
$6.02M
DAS
145
Dynamic Advisor Solutions
Arizona
$5.93M
SP
146
Stonebrook Private
Michigan
$5.92M
GVAG
147
Great Valley Advisor Group
Delaware
$5.84M
IWC
148
Integrated Wealth Concepts
Massachusetts
$5.83M
TF
149
Threadgill Financial
Texas
$5.69M
DC
150
Darrow Company
Massachusetts
$5.67M