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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
CA
201
CoreCap Advisors
Michigan
$3.36M
MWM
202
Mascagni Wealth Management
Mississippi
$3.35M
TWC
203
TD Waterhouse Canada
Ontario, Canada
$3.34M
MWM
204
McNaughton Wealth Management
California
$3.28M
Betterment LLC
205
Betterment LLC
New York
$3.22M
Citadel Advisors
206
Citadel Advisors
Florida
$3.21M
CAM
207
Cresset Asset Management
Illinois
$3.17M
AssetMark Inc
208
AssetMark Inc
California
$3.16M
CAM
209
Cobblestone Asset Management
Virginia
$3.14M
SOS
210
Silver Oak Securities
Tennessee
$3.14M
MA
211
MAS Advisors
Florida
$3.13M
DADC
212
D.A. Davidson & Co
Montana
$3.08M
HWM
213
Hobbs Wealth Management
Indiana
$3.07M
PAG
214
Paladin Advisory Group
Iowa
$3.05M
LIM
215
Leavell Investment Management
Alabama
$3.05M
KIM
216
Kestra Investment Management
Texas
$3.02M
WIA
217
Wetzel Investment Advisors
Indiana
$3M
CWS
218
Cypress Wealth Services
California
$2.98M
BRWA
219
B. Riley Wealth Advisors
Florida
$2.98M
OCM
220
Orser Capital Management
Texas
$2.97M
SW
221
SteelPeak Wealth
California
$2.94M
FS
222
Ferguson Shapiro
Georgia
$2.9M
US Bancorp
223
US Bancorp
Minnesota
$2.86M
ATPW
224
Ashton Thomas Private Wealth
Arizona
$2.86M
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$2.8M