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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

347 hedge funds and large institutions have $2.34B invested in Invesco S&P 500 Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 124 increasing their positions, 56 reducing their positions, and 19 closing their positions.

Holders
347
Holders Change
+130
Holders Change %
+59.91%
% of All Funds
4.62%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.23%
New
155
Increased
124
Reduced
56
Closed
19
Calls
$1.01M
Puts
$1.06M
Net Calls
-$48K
Net Calls Change
+$604K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$137M
2
MCM
2
Mainstay Capital Management
Michigan
$116M
3
LPL Financial
3
LPL Financial
California
$207M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$58.7M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$41.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$403M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$118M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$45.3M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$45.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPI
226
Sutton Place Investors
New York
$569K 5,985 +5,985 New
PFA
227
Petra Financial Advisors
Colorado
$564K 5,936 +5,936 New
CPL
228
CAP Partners LLC
Tennessee
$551K 5,802 +5,802 New
MWM
229
Meridian Wealth Management
Kentucky
$540K 5,683 +5,683 New
LSAG
230
Lake Street Advisors Group
New Hampshire
$532K 5,601 – –
AWA
231
Alta Wealth Advisors
Massachusetts
$510K 5,370 +5,370 New
AFG
232
Atomi Financial Group
New York
$505K 5,316 -2,365 -31%
CAL
233
Capital Analysts LLC
Pennsylvania
$491K 5,165 -177 -3%
ETC
234
Exchange Traded Concepts
Oklahoma
$486K 5,110 +5,110 New
VWA
235
Visionary Wealth Advisors
Illinois
$482K 5,078 +1,763 +53%
OPAM
236
Ocean Park Asset Management
California
$472K 4,968 +4,968 New
ISFAN
237
Investor's Fiduciary Advisor Network
Washington
$462K 4,872 +4,872 New
MWM
238
Mascagni Wealth Management
Mississippi
$450K 4,863 +4,863 New
WIA
239
World Investment Advisors
California
$441K 4,642 -511 -10%
HIS
240
Harvest Investment Services
Illinois
$438K 4,609 -139 -3%
FW
241
FullCircle Wealth
Texas
$434K 4,204 +4,204 New
IAN
242
Integrated Advisors Network
Texas
$430K 4,522 +4,522 New
CWA
243
Capital Wealth Alliance
Arizona
$416K 4,376 +4,376 New
WCM
244
WealthTrak Capital Management
Virginia
$400K 4,214 +4,214 New
RFN
245
RDA Financial Network
Iowa
$400K 4,206 +4,206 New
MWA
246
Merkkuri Wealth Advisors
New York
$397K 4,177 +4,177 New
SPC
247
Sigma Planning Corp
Michigan
$391K 4,114 -588 -13%
SFA
248
Semmax Financial Advisors
North Carolina
$385K 3,730 +3,730 New
O3W
249
Omni 360 Wealth
New Jersey
$377K 3,972 +3,972 New
BAM
250
Belpointe Asset Management
Nevada
$372K 4,167 +4,167 New
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