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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

47 hedge funds and large institutions have $73.5M invested in Invesco S&P 500 Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+8
Holders Change %
+20.51%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
16
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$9.52M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$4.63M
3
Citadel Advisors
Citadel Advisors
Florida
$3.65M
4
IDA
Intelligence Driven Advisers
California
$3.07M
5
IWP
IAG Wealth Partners
Wisconsin
$3.36M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$6.35M
2
CAC
Certified Advisory Corp
Florida
$0
3
BMD
Better Money Decisions
New Mexico
$0
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$280K
5
APA
American Portfolios Advisors
New York
$14.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$280K +$19.3K +300 +7%
MCC
27
Money Concepts Capital
Florida
$251K +$251K +3,884 New
DAS
28
Dynamic Advisor Solutions
Arizona
$220K – – –
DWMG
29
DB Wealth Management Group
California
$205K -$4.9K -76 -2%
CAL
30
Capital Analysts LLC
Pennsylvania
$187K -$19.3K -300 -9%
GEA
31
Glen Eagle Advisors
New Jersey
$104K +$51.8K +803 +100%
S
32
SignatureFD
Georgia
$72K +$72K +1,109 New
HI
33
Harbour Investments
Wisconsin
$68K -$13K -200 -16%
AC
34
AlphaCore Capital
California
$48K +$48K +751 New
SPIA
35
Steward Partners Investment Advisory
New York
$33K -$3.03K -47 -8%
AIC
36
Archer Investment Corporation
Indiana
$32.3K – – –
CFGS
37
Concourse Financial Group Securities
Alabama
$32K – – –
SFPG
38
Stonebridge Financial Planning Group
Florida
$30K – – –
AWM
39
Accel Wealth Management
Iowa
$30K – – –
CFD
40
Creative Financial Designs
Indiana
$29K +$29K +447 New
APA
41
American Portfolios Advisors
New York
$14.1K -$24.9K -386 -64%
CWA
42
Carolina Wealth Advisors
South Carolina
$4K – – –
SIS
43
Sound Income Strategies
Florida
$2K – – –
WWM
44
Wolff Wiese Magana
California
$2K – – –
UBS Group
45
UBS Group
Switzerland
$2K +$1.48K +20 +286%
WWM
46
Wagner Wealth Management
South Carolina
$1K – – –
CAC
47
Certified Advisory Corp
Florida
– -$471K -7,790 Closed
BMD
48
Better Money Decisions
New Mexico
– -$106K -1,749 Closed
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