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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

187 hedge funds and large institutions have $1.48B invested in Invesco S&P 500 Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 96 increasing their positions, 23 reducing their positions, and 12 closing their positions.

Holders
187
Holders Change
+43
Holders Change %
+29.86%
% of All Funds
2.72%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
58
Increased
96
Reduced
23
Closed
12
Calls
$157K
Puts
–
Net Calls
+$157K
Net Calls Change
+$157K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$478M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$187M
3
LPL Financial
3
LPL Financial
California
$98.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$24.7M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$60M

Top Sellers

1
ACM
1
Advance Capital Management
Michigan
$2.09M
2
TC
2
Trilogy Capital
California
$46.8M
3
Jane Street
3
Jane Street
New York
$0
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
LWM
5
Lionsbridge Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$6.83M 78,072 +23,655 +43%
WA
27
Win Advisors
Florida
$6.28M 71,798 +10,080 +16%
CWA
28
Centennial Wealth Advisory
Michigan
$5.79M 66,246 +16,619 +33%
BRWA
29
B. Riley Wealth Advisors
Florida
$5.37M 61,357 +61,357 New
HighTower Advisors
30
HighTower Advisors
Illinois
$5.07M 57,986 +16,628 +40%
GM
31
GeoWealth Management
Illinois
$4.98M 56,909 +55,725 +4,707%
TC
32
TAP Consulting
Missouri
$4.89M 55,888 +21,484 +62%
Invesco
33
Invesco
Georgia
$4.86M 55,607 -10,045 -15%
MCC
34
Money Concepts Capital
Florida
$4.86M 55,512 +22,048 +66%
CCFM
35
Clear Creek Financial Management
Washington
$4.82M 55,135 +2,308 +4%
Stifel Financial
36
Stifel Financial
Missouri
$4.33M 49,509 +18,229 +58%
PFA
37
Professional Financial Advisors
Nebraska
$4.06M 46,446 -654 -1%
ZIMP
38
Zimmermann Investment Management & Planning
Pennsylvania
$4.04M 46,144 +4,831 +12%
SWM
39
StoneCrest Wealth Management
Arizona
$3.75M 42,933 +42,933 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$3.73M 42,600 +23,880 +128%
BWA
41
Burt Wealth Advisors
Maryland
$3.6M 41,200 – –
CF
42
Convergence Financial
Missouri
$3.53M 40,381 +40,381 New
PAS
43
Park Avenue Securities
New York
$3.38M 38,669 +17,380 +82%
FAIM
44
Financial Advocates Investment Management
Washington
$3.27M 37,358 +5,646 +18%
AWM
45
Able Wealth Management
New Jersey
$3.21M 36,755 +29,602 +414%
IA
46
IFG Advisory
Georgia
$3M 34,354 +34,354 New
HI
47
Harbour Investments
Wisconsin
$2.67M 30,558 +29,915 +4,652%
WIP
48
WealthCare Investment Partners
Rhode Island
$2.66M 30,467 +4,065 +15%
SAM
49
Synergy Asset Management
Washington
$2.55M 29,158 -27,823 -49%
OAS
50
Optivise Advisory Services
Tennessee
$2.37M 27,139 +27,139 New
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