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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
OPS
3
Orion Portfolio Solutions
Nebraska
$45.3M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$45.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
301
Chilton Capital Management
Texas
$91.9K +$91.9K +967 New
LIS
302
Legacy Investment Solutions
Idaho
$81.9K +$1.63K +16 +2%
LWMI
303
Legacy Wealth Management (Idaho)
Idaho
$81.9K +$1.63K +16 +2%
GJIA
304
Glass Jacobson Investment Advisors
Maryland
$80K +$68.7K +723 +608%
PSFG
305
Park Square Financial Group
Georgia
$71.6K +$71.6K +754 New
Comerica Bank
306
Comerica Bank
Texas
$68.2K +$68.2K +718 New
RFS
307
Richardson Financial Services
Massachusetts
$60.5K -$29.8K -312 -33%
FWM
308
FLP Wealth Management
Arkansas
$48.4K +$48.4K +509 New
Bank Julius Baer & Co
309
Bank Julius Baer & Co
Switzerland
$47.5K +$47.5K +453 New
FFA
310
Farther Finance Advisors
California
$44.9K -$1.9K -20 -4%
Citigroup
311
Citigroup
New York
$42K +$42K +442 New
OP
312
ORG Partners
Indiana
$40.9K – – –
GTAM
313
Global Trust Asset Management
Florida
$40.9K +$20K +210 +95%
AP
314
Advisors Preferred
Maryland
$40K -$858K -8,981 -96%
CJ
315
Caitlin John
Michigan
$38.8K +$3.14K +33 +9%
TRCT
316
Tower Research Capital (TRC)
New York
$38.5K -$137K -1,437 -78%
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
$38K – – –
CA
318
Continuum Advisory
Idaho
$35.5K -$31.4K -331 -47%
PA
319
PSI Advisors
Florida
$27.3K +$10.4K +110 +62%
OSAM
320
O'Shaughnessy Asset Management
Connecticut
$24K – – –
ST
321
Smithfield Trust
Pennsylvania
$22K +$779 +8 +4%
EWA
322
EverSource Wealth Advisors
Alabama
$21.5K +$21.5K +226 New
RIA
323
Realta Investment Advisors
Delaware
$19.4K +$19.4K +200 New
WP
324
WealthShield Partners
North Carolina
$19.3K -$8.74K -92 -31%
HCM
325
Hollencrest Capital Management
California
$19.1K +$5.51K +58 +41%
11 12
13
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