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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
LPL Financial
1
LPL Financial
California
$780M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$496M
Bank of America
3
Bank of America
North Carolina
$337M
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$317M
VIA
5
Vantagepoint Investment Advisers
District of Columbia
$317M
Morgan Stanley
6
Morgan Stanley
New York
$301M
MCM
7
Mainstay Capital Management
Michigan
$165M
Raymond James Financial
8
Raymond James Financial
Florida
$162M
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$141M
Osaic Holdings
10
Osaic Holdings
Arizona
$137M
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$133M
MCC
12
Money Concepts Capital
Florida
$121M
Wells Fargo
13
Wells Fargo
California
$107M
CCMG
14
Clark Capital Management Group
Pennsylvania
$104M
ABWM
15
Alpine Bank Wealth Management
Colorado
$103M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$102M
JP Morgan Chase
17
JP Morgan Chase
New York
$84.7M
RIM
18
Redwood Investment Management
Arizona
$75.4M
PA
19
Planning Alternatives
Michigan
$72.5M
MML Investors Services
20
MML Investors Services
Massachusetts
$67.8M
MW
21
Marks Wealth
Maryland
$67.8M
Two Sigma Investments
22
Two Sigma Investments
New York
$65.8M
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$65M
PAG
24
Private Advisor Group
New Jersey
$62.5M
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$60.2M