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Invesco S&P 500 Momentum ETF

563 hedge funds and large institutions have $6.93B invested in Invesco S&P 500 Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 267 increasing their positions, 134 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)

22.56% less ownership

Funds ownership: 63.82%41.26% (-23%)

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
CCA
151
Childress Capital Advisors
Texas
$5.59M
BAM
152
Belpointe Asset Management
Nevada
$5.52M
SWM
153
SigFig Wealth Management
California
$5.46M
MFG
154
Merit Financial Group
Georgia
$5.3M
T
155
Tidemark
California
$5.15M
SMC
156
Smith, Moore & Co
Missouri
$5.03M
DWA
157
Delta Wealth Advisors
Indiana
$5.01M
KWA
158
Kingswood Wealth Advisors
California
$5M
SA
159
Sanctuary Advisors
Indiana
$5M
CICC
160
Capital Investment Counsel (Colorado)
Colorado
$4.99M
BWA
161
Burt Wealth Advisors
Maryland
$4.99M
PI
162
Pachira Investments
California
$4.97M
FP
163
Fiduciary Planning
Florida
$4.94M
CSWG
164
Cardinal Strategic Wealth Guidance
Kentucky
$4.93M
DA
165
Detalus Advisors
Missouri
$4.84M
CWM
166
Cornerstone Wealth Management
Missouri
$4.81M
GSWM
167
Golden State Wealth Management
California
$4.69M
FIA
168
Foundations Investment Advisors
Arizona
$4.52M
LAS
169
LWM Advisory Services
Florida
$4.52M
LWM
170
Lionsbridge Wealth Management
Florida
$4.49M
PCA
171
Prosperity Capital Advisors
Ohio
$4.47M
KWM
172
Kingsview Wealth Management
Oregon
$4.45M
PFA
173
Peak Financial Advisors
Colorado
$4.44M
CF
174
Convergence Financial
Missouri
$4.33M
LFS
175
Legacy Financial Strategies
Kansas
$4.27M