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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
BCM
126
Berbice Capital Management
New York
$7.28M +$725K +6,225 +12%
KW
127
KWB Wealth
California
$7.25M +$451K +3,868 +6%
JWM
128
Jackson Wealth Management
Florida
$7.24M +$122K +1,046 +2%
IA
129
IFG Advisory
Georgia
$7.23M -$4.47M -38,374 -39%
IIA
130
Integrity Investment Advisors
Colorado
$7.16M +$1.37M +11,733 +25%
GM
131
GeoWealth Management
Illinois
$7.15M +$950K +8,156 +16%
NWM
132
Nova Wealth Management
Florida
$7.13M +$266K +2,284 +4%
GRP
133
Global Retirement Partners
California
$7.12M -$164K -1,406 -2%
TFS
134
Thoroughbred Financial Services
Tennessee
$6.97M +$2.12M +18,200 +46%
EL
135
EWA LLC
Pennsylvania
$6.87M -$200K -1,720 -3%
CAG
136
Centerpoint Advisory Group
Kansas
$6.8M +$1.88M +16,139 +40%
TWP
137
Triad Wealth Partners
Kansas
$6.67M +$977K +8,390 +18%
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$6.65M +$2.75M +23,638 +76%
AWM
139
AE Wealth Management
Kansas
$6.54M +$211K +1,809 +3%
NWM
140
Napa Wealth Management
California
$6.49M +$6.24M +53,579 New
GWM
141
Geneos Wealth Management
Colorado
$6.42M +$371K +3,181 +6%
OWA
142
One Wealth Advisors
California
$6.32M +$148K +1,274 +3%
SFS
143
Security Financial Services
Indiana
$6.25M -$176K -1,511 -3%
IWM
144
IHT Wealth Management
Illinois
$6.17M -$8.18M -70,244 -58%
VC
145
Vicus Capital
Pennsylvania
$6.14M -$143K -1,224 -2%
NA
146
NewEdge Advisors
Louisiana
$6.08M +$53.7K +461 +0.9%
NFG
147
Norris Financial Group
South Carolina
$6.07M +$5.84M +50,136 New
PFA
148
Professional Financial Advisors
Nebraska
$6.02M +$176K +1,509 +3%
DAS
149
Dynamic Advisor Solutions
Arizona
$5.93M +$3.8M +32,622 +200%
SP
150
Stonebrook Private
Michigan
$5.92M +$178K +1,528 +3%