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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
AA
201
ArborFi Advisors
Michigan
$3.4M +$188K +1,613 +6%
FPAS
202
Focus Partners Advisor Solutions
Missouri
$3.39M +$1.29M +11,111 +65%
TWM
203
TSA Wealth Management
Texas
$3.38M -$106K -907 -3%
National Bank of Canada
204
National Bank of Canada
Quebec, Canada
$3.37M +$249K +2,135 +8%
CA
205
CoreCap Advisors
Michigan
$3.36M +$307K +2,636 +11%
MWM
206
Mascagni Wealth Management
Mississippi
$3.35M +$750K +6,437 +30%
TWC
207
TD Waterhouse Canada
Ontario, Canada
$3.34M +$793K +6,804 +33%
MWM
208
McNaughton Wealth Management
California
$3.28M -$260K -2,230 -8%
Betterment LLC
209
Betterment LLC
New York
$3.22M +$613K +5,263 +25%
Citadel Advisors
210
Citadel Advisors
Florida
$3.21M +$2.62M +22,523 +564%
AssetMark Inc
211
AssetMark Inc
California
$3.16M -$262K -2,248 -8%
CAM
212
Cobblestone Asset Management
Virginia
$3.14M -$77.1K -662 -2%
SOS
213
Silver Oak Securities
Tennessee
$3.14M -$843K -7,234 -22%
MA
214
MAS Advisors
Florida
$3.13M -$17.7K -152 -0.6%
DADC
215
D.A. Davidson & Co
Montana
$3.08M +$43.3K +372 +1%
HWM
216
Hobbs Wealth Management
Indiana
$3.07M +$37.5K +322 +1%
PAG
217
Paladin Advisory Group
Iowa
$3.05M +$2.94M +25,208 New
LIM
218
Leavell Investment Management
Alabama
$3.05M +$905K +7,769 +45%
KIM
219
Kestra Investment Management
Texas
$3.02M +$65.2K +560 +2%
WIA
220
Wetzel Investment Advisors
Indiana
$3M -$26.3K -226 -0.9%
CWS
221
Cypress Wealth Services
California
$2.98M -$30.3K -260 -1%
BRWA
222
B. Riley Wealth Advisors
Florida
$2.98M -$4.44M -38,101 -61%
OCM
223
Orser Capital Management
Texas
$2.97M -$190K -1,630 -6%
SW
224
SteelPeak Wealth
California
$2.94M +$1.46M +12,549 +107%
FS
225
Ferguson Shapiro
Georgia
$2.9M +$2.79M +23,926 New