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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
LPL Financial
1
LPL Financial
California
$780M +$128M +1,099,933 +21%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$496M -$474M -4,070,534 -50%
Bank of America
3
Bank of America
North Carolina
$337M +$43.6M +374,417 +16%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$317M +$19.2M +164,530 +7%
VIA
5
Vantagepoint Investment Advisers
District of Columbia
$317M +$305M +2,619,913 New
Morgan Stanley
6
Morgan Stanley
New York
$301M +$81.6M +700,802 +39%
MCM
7
Mainstay Capital Management
Michigan
$165M -$147M -1,264,339 -48%
Raymond James Financial
8
Raymond James Financial
Florida
$162M +$59.8M +513,037 +62%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$141M +$24.5M +210,648 +22%
Osaic Holdings
10
Osaic Holdings
Arizona
$137M +$7.57M +64,974 +6%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$133M +$33.4M +287,098 +35%
MCC
12
Money Concepts Capital
Florida
$121M +$406K +3,483 +0.4%
Wells Fargo
13
Wells Fargo
California
$107M +$33.8M +290,424 +49%
CCMG
14
Clark Capital Management Group
Pennsylvania
$104M -$159M -1,364,888 -61%
ABWM
15
Alpine Bank Wealth Management
Colorado
$103M +$6.02M +51,696 +6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$102M +$15.6M +133,551 +19%
JP Morgan Chase
17
JP Morgan Chase
New York
$84.7M +$5.92M +50,799 +8%
RIM
18
Redwood Investment Management
Arizona
$75.4M +$39.8M +341,336 +121%
PA
19
Planning Alternatives
Michigan
$72.5M +$730K +6,271 +1%
MML Investors Services
20
MML Investors Services
Massachusetts
$67.8M +$6.03M +51,745 +10%
MW
21
Marks Wealth
Maryland
$67.8M +$15M +129,081 +30%
Two Sigma Investments
22
Two Sigma Investments
New York
$65.8M +$12.4M +106,100 +24%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$65M +$62.6M +537,274 New
PAG
24
Private Advisor Group
New Jersey
$62.5M +$42.3M +362,925 +237%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$60.2M +$8.3M +71,212 +17%