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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
TWM
201
TSA Wealth Management
Texas
$3.38M
National Bank of Canada
202
National Bank of Canada
Quebec, Canada
$3.37M
CA
203
CoreCap Advisors
Michigan
$3.36M
MWM
204
Mascagni Wealth Management
Mississippi
$3.35M
TWC
205
TD Waterhouse Canada
Ontario, Canada
$3.34M
MWM
206
McNaughton Wealth Management
California
$3.28M
Betterment LLC
207
Betterment LLC
New York
$3.22M
Citadel Advisors
208
Citadel Advisors
Florida
$3.21M
AssetMark Inc
209
AssetMark Inc
California
$3.16M
CAM
210
Cobblestone Asset Management
Virginia
$3.14M
SOS
211
Silver Oak Securities
Tennessee
$3.14M
MA
212
MAS Advisors
Florida
$3.13M
DADC
213
D.A. Davidson & Co
Montana
$3.08M
HWM
214
Hobbs Wealth Management
Indiana
$3.07M
PAG
215
Paladin Advisory Group
Iowa
$3.05M
LIM
216
Leavell Investment Management
Alabama
$3.05M
KIM
217
Kestra Investment Management
Texas
$3.02M
WIA
218
Wetzel Investment Advisors
Indiana
$3M
CWS
219
Cypress Wealth Services
California
$2.98M
BRWA
220
B. Riley Wealth Advisors
Florida
$2.98M
OCM
221
Orser Capital Management
Texas
$2.97M
SW
222
SteelPeak Wealth
California
$2.94M
FS
223
Ferguson Shapiro
Georgia
$2.9M
US Bancorp
224
US Bancorp
Minnesota
$2.86M
ATPW
225
Ashton Thomas Private Wealth
Arizona
$2.86M