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Invesco S&P 500 Momentum ETF

55 hedge funds and large institutions have $145M invested in Invesco S&P 500 Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-6
Holders Change %
-9.84%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
21
Reduced
16
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
26
Cetera Advisor Networks
California
$609K -$1.36K -25 -0.2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$560K +$127K +2,328 +29%
US Bancorp
28
US Bancorp
Minnesota
$551K -$2.51M -46,061 -82%
AFO
29
Arrowroot Family Office
California
$500K +$500K +9,166 New
IA
30
Insight Advisors
Pennsylvania
$429K +$10.9K +200 +3%
KPWS
31
Kestra Private Wealth Services
Texas
$400K +$55 +1 +0%
Jane Street
32
Jane Street
New York
$380K -$118K -2,161 -24%
PAG
33
Private Advisor Group
New Jersey
$368K -$1.18M -21,696 -76%
Goldman Sachs
34
Goldman Sachs
New York
$347K
IWC
35
Integrated Wealth Concepts
Massachusetts
$345K +$20.8K +381 +6%
SEP
36
Southland Equity Partners
Missouri
$308K +$71K +1,302 +30%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$301K +$301K +5,521 New
EH
38
Equitable Holdings
New York
$244K -$122K -2,231 -33%
Betterment LLC
39
Betterment LLC
New York
$226K +$226K +4,141 New
LTL
40
Lowery Thomas LLC
California
$226K -$470K -8,613 -68%
JWCA
41
J.W. Cole Advisors
Florida
$212K
UBS Group
42
UBS Group
Switzerland
$169K +$169K +3,096 New
Morgan Stanley
43
Morgan Stanley
New York
$156K -$24.4K -448 -14%
DWMG
44
DB Wealth Management Group
California
$153K -$13.3K -243 -8%
CFD
45
Creative Financial Designs
Indiana
$128K -$15.2K -279 -11%
GEA
46
Glen Eagle Advisors
New Jersey
$51.7K
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$29.2K +$29.2K +536 New
AIC
48
Archer Investment Corporation
Indiana
$27.3K
AWM
49
Accel Wealth Management
Iowa
$25.4K
SPIA
50
Steward Partners Investment Advisory
New York
$17.9K