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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
GVAG
151
Great Valley Advisor Group
Delaware
$5.84M +$702K +6,025 +14%
IWC
152
Integrated Wealth Concepts
Massachusetts
$5.83M +$877K +7,529 +19%
TF
153
Threadgill Financial
Texas
$5.69M +$5.47M +46,997 New
DC
154
Darrow Company
Massachusetts
$5.67M +$208K +1,787 +4%
SPC
155
Sigma Planning Corp
Michigan
$5.67M +$3.08M +26,438 +130%
CCA
156
Childress Capital Advisors
Texas
$5.59M +$5.38M +46,175 New
BAM
157
Belpointe Asset Management
Nevada
$5.52M +$3.81M +32,716 +253%
SWM
158
SigFig Wealth Management
California
$5.46M -$9.68M -83,105 -65%
MFG
159
Merit Financial Group
Georgia
$5.3M +$1.34M +11,475 +36%
T
160
Tidemark
California
$5.15M +$22.6K +194 +0.5%
SMC
161
Smith, Moore & Co
Missouri
$5.03M +$233K +2,003 +5%
DWA
162
Delta Wealth Advisors
Indiana
$5.01M -$17.7K -152 -0.4%
KWA
163
Kingswood Wealth Advisors
California
$5M +$1.61M +13,796 +50%
CICC
164
Capital Investment Counsel (Colorado)
Colorado
$4.99M +$4.8M +41,240 New
BWA
165
Burt Wealth Advisors
Maryland
$4.99M
PI
166
Pachira Investments
California
$4.97M +$3.28M +28,154 +218%
FP
167
Fiduciary Planning
Florida
$4.94M +$335K +2,872 +8%
CSWG
168
Cardinal Strategic Wealth Guidance
Kentucky
$4.93M -$23.8K -204 -0.5%
DA
169
Detalus Advisors
Missouri
$4.84M -$145K -1,249 -3%
CWM
170
Cornerstone Wealth Management
Missouri
$4.81M +$3.13M +26,829 +208%
GSWM
171
Golden State Wealth Management
California
$4.69M +$807K +6,929 +22%
FIA
172
Foundations Investment Advisors
Arizona
$4.52M +$4.09M +35,125 +1,584%
LAS
173
LWM Advisory Services
Florida
$4.52M -$178K -1,529 -4%
LWM
174
Lionsbridge Wealth Management
Florida
$4.49M +$1.39M +11,948 +48%
PCA
175
Prosperity Capital Advisors
Ohio
$4.47M -$611K -5,246 -12%