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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
BAM
151
Belpointe Asset Management
Nevada
$5.52M
SWM
152
SigFig Wealth Management
California
$5.46M
MFG
153
Merit Financial Group
Georgia
$5.3M
T
154
Tidemark
California
$5.15M
SMC
155
Smith, Moore & Co
Missouri
$5.03M
DWA
156
Delta Wealth Advisors
Indiana
$5.01M
KWA
157
Kingswood Wealth Advisors
California
$5M
CICC
158
Capital Investment Counsel (Colorado)
Colorado
$4.99M
BWA
159
Burt Wealth Advisors
Maryland
$4.99M
PI
160
Pachira Investments
California
$4.97M
FP
161
Fiduciary Planning
Florida
$4.94M
CSWG
162
Cardinal Strategic Wealth Guidance
Kentucky
$4.93M
DA
163
Detalus Advisors
Missouri
$4.84M
CWM
164
Cornerstone Wealth Management
Missouri
$4.81M
GSWM
165
Golden State Wealth Management
California
$4.69M
FIA
166
Foundations Investment Advisors
Arizona
$4.52M
LAS
167
LWM Advisory Services
Florida
$4.52M
LWM
168
Lionsbridge Wealth Management
Florida
$4.49M
PCA
169
Prosperity Capital Advisors
Ohio
$4.47M
KWM
170
Kingsview Wealth Management
Oregon
$4.45M
PFA
171
Peak Financial Advisors
Colorado
$4.44M
CF
172
Convergence Financial
Missouri
$4.33M
LFS
173
Legacy Financial Strategies
Kansas
$4.27M
TFM
174
Trademark Financial Management
Minnesota
$4.21M
JWM
175
JPL Wealth Management
Colorado
$4.17M