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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

144 hedge funds and large institutions have $993M invested in Invesco S&P 500 Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+85
Holders Change %
+144.07%
% of All Funds
2.09%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
%
% of All Funds
0.09%
New
90
Increased
26
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$321M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$133M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$46M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$46M
5
ACM
5
Advance Capital Management
Michigan
$37.2M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.01M
2
MCC
2
Money Concepts Capital
Florida
$2.68M
3
CFD
3
Creative Financial Designs
Indiana
$484K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Invesco
5
Invesco
Georgia
$5.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
26
Centennial Wealth Advisory
Michigan
$3.98M +$3.98M +49,627 New
Prudential Financial
27
Prudential Financial
New Jersey
$3.84M +$3.84M +47,849 New
PFA
28
Professional Financial Advisors
Nebraska
$3.78M -$131K -1,632 -3%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.75M +$2.38M +29,613 +173%
LNC
30
Lincoln National Corp
Pennsylvania
$3.64M +$3.64M +45,344 New
HighTower Advisors
31
HighTower Advisors
Illinois
$3.33M +$3.33M +41,358 New
ZIMP
32
Zimmermann Investment Management & Planning
Pennsylvania
$3.31M +$3.31M +41,313 New
BWA
33
Burt Wealth Advisors
Maryland
$3.31M – – –
TC
34
TAP Consulting
Missouri
$2.76M +$2.76M +34,404 New
MCC
35
Money Concepts Capital
Florida
$2.68M -$937K -11,678 -26%
LWM
36
Lionsbridge Wealth Management
Florida
$2.55M +$2.55M +31,730 New
FAIM
37
Financial Advocates Investment Management
Washington
$2.54M +$1M +12,485 +65%
Stifel Financial
38
Stifel Financial
Missouri
$2.51M +$2.51M +31,280 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2.49M +$2.41M +30,047 +2,954%
PCA
40
Prosperity Capital Advisors
Ohio
$2.4M +$2.4M +29,898 New
Marshall Wace
41
Marshall Wace
United Kingdom
$2.32M +$2.32M +28,907 New
WIP
42
WealthCare Investment Partners
Rhode Island
$2.12M +$236K +2,947 +13%
BPA
43
Beacon Pointe Advisors
California
$1.96M – – –
FEM
44
Fulcrum Equity Management
Texas
$1.74M +$1.74M +21,634 New
PAS
45
Park Avenue Securities
New York
$1.71M +$1.71M +21,289 New
WA
46
WESPAC Advisors
California
$1.64M +$1.64M +20,436 New
AF
47
Allworth Financial
California
$1.58M +$1.58M +19,715 New
CASC
48
Coppell Advisory Solutions Corp
Texas
$1.58M +$1.58M +19,712 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$1.5M +$977K +12,174 +186%
GCP
50
GSA Capital Partners
United Kingdom
$1.49M +$1.49M +18,514 New
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