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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
MWM
201
McNaughton Wealth Management
California
$3.28M
Betterment LLC
202
Betterment LLC
New York
$3.22M
Citadel Advisors
203
Citadel Advisors
Florida
$3.21M
CAM
204
Cresset Asset Management
Illinois
$3.17M
AssetMark Inc
205
AssetMark Inc
California
$3.16M
CAM
206
Cobblestone Asset Management
Virginia
$3.14M
SOS
207
Silver Oak Securities
Tennessee
$3.14M
MA
208
MAS Advisors
Florida
$3.13M
DADC
209
D.A. Davidson & Co
Montana
$3.08M
HWM
210
Hobbs Wealth Management
Indiana
$3.07M
PAG
211
Paladin Advisory Group
Iowa
$3.05M
LIM
212
Leavell Investment Management
Alabama
$3.05M
KIM
213
Kestra Investment Management
Texas
$3.02M
WIA
214
Wetzel Investment Advisors
Indiana
$3M
CWS
215
Cypress Wealth Services
California
$2.98M
BRWA
216
B. Riley Wealth Advisors
Florida
$2.98M
OCM
217
Orser Capital Management
Texas
$2.97M
SW
218
SteelPeak Wealth
California
$2.94M
FS
219
Ferguson Shapiro
Georgia
$2.9M
US Bancorp
220
US Bancorp
Minnesota
$2.86M
ATPW
221
Ashton Thomas Private Wealth
Arizona
$2.86M
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$2.8M
MCM
223
M1 Capital Management
Michigan
$2.78M
WGS
224
Washington Growth Strategies
District of Columbia
$2.78M
PIM
225
Parker Investment Management
California
$2.73M