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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

59 hedge funds and large institutions have $132M invested in Invesco S&P 500 Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 11 closing their positions.

Holders
59
Holders Change
–
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
19
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$2.96M
2
TC
2
Trilogy Capital
California
$38.8M
3
CCFM
3
Clear Creek Financial Management
Washington
$2.13M
4
LPL Financial
4
LPL Financial
California
$28.5M
5
CFD
5
Creative Financial Designs
Indiana
$1.02M

Top Sellers

1
Invesco
1
Invesco
Georgia
$4.85M
2
PCM
2
Piedmont Capital Management
Montana
$0
3
GVAG
3
Great Valley Advisor Group
Delaware
$0
4
RJA
4
Raymond James & Associates
Florida
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
CoreCap Advisors
Michigan
$507K -$28.9K -442 -5%
IA
27
Insight Advisors
Pennsylvania
$498K -$12.1K -185 -2%
OC
28
Oppenheimer & Co
New York
$439K +$439K +6,704 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$429K +$393 +6 +0.1%
Goldman Sachs
30
Goldman Sachs
New York
$417K – – –
IWC
31
Integrated Wealth Concepts
Massachusetts
$403K -$1.83K -28 -0.5%
Wells Fargo
32
Wells Fargo
California
$397K +$397K +6,058 New
Jane Street
33
Jane Street
New York
$380K +$120K +1,826 +46%
Morgan Stanley
34
Morgan Stanley
New York
$372K +$186K +2,834 +99%
GWM
35
Geneos Wealth Management
Colorado
$355K -$40.9K -625 -10%
AFO
36
Arrowroot Family Office
California
$324K -$418K -6,377 -56%
Betterment LLC
37
Betterment LLC
New York
$322K -$785 -12 -0.2%
HIS
38
Harvest Investment Services
Illinois
$313K +$10.1K +154 +3%
PAG
39
Private Advisor Group
New Jersey
$302K +$21.6K +330 +8%
TWM
40
Trinity Wealth Management
Pennsylvania
$247K +$7.47K +114 +3%
LMKC
41
L.M. Kohn & Company
Ohio
$233K +$233K +3,564 New
CA
42
Cetera Advisors
Colorado
$213K +$213K +3,256 New
BIA
43
Bell Investment Advisors
California
$151K +$151K +2,310 New
UBS Group
44
UBS Group
Switzerland
$148K +$128K +1,958 +648%
DWMG
45
DB Wealth Management Group
California
$101K – – –
PTC
46
Private Trust Company
Ohio
$76.7K +$76.7K +1,171 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$67K -$619K -9,392 -90%
GEA
48
Glen Eagle Advisors
New Jersey
$62.1K – – –
IWP
49
IAG Wealth Partners
Wisconsin
$29.7K – – –
CJ
50
Caitlin John
Michigan
$28.6K +$28.6K +436 New
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