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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
TF
151
Threadgill Financial
Texas
$5.69M
DC
152
Darrow Company
Massachusetts
$5.67M
SPC
153
Sigma Planning Corp
Michigan
$5.67M
CCA
154
Childress Capital Advisors
Texas
$5.59M
BAM
155
Belpointe Asset Management
Nevada
$5.52M
SWM
156
SigFig Wealth Management
California
$5.46M
MFG
157
Merit Financial Group
Georgia
$5.3M
T
158
Tidemark
California
$5.15M
SMC
159
Smith, Moore & Co
Missouri
$5.03M
DWA
160
Delta Wealth Advisors
Indiana
$5.01M
KWA
161
Kingswood Wealth Advisors
California
$5M
CICC
162
Capital Investment Counsel (Colorado)
Colorado
$4.99M
BWA
163
Burt Wealth Advisors
Maryland
$4.99M
PI
164
Pachira Investments
California
$4.97M
FP
165
Fiduciary Planning
Florida
$4.94M
CSWG
166
Cardinal Strategic Wealth Guidance
Kentucky
$4.93M
DA
167
Detalus Advisors
Missouri
$4.84M
CWM
168
Cornerstone Wealth Management
Missouri
$4.81M
GSWM
169
Golden State Wealth Management
California
$4.69M
FIA
170
Foundations Investment Advisors
Arizona
$4.52M
LAS
171
LWM Advisory Services
Florida
$4.52M
LWM
172
Lionsbridge Wealth Management
Florida
$4.49M
PCA
173
Prosperity Capital Advisors
Ohio
$4.47M
KWM
174
Kingsview Wealth Management
Oregon
$4.45M
PFA
175
Peak Financial Advisors
Colorado
$4.44M