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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

217 hedge funds and large institutions have $1.69B invested in Invesco S&P 500 Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 86 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+30
Holders Change %
+16.04%
% of All Funds
3.14%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.17%
New
55
Increased
86
Reduced
60
Closed
24
Calls
$2.04M
Puts
$2.69M
Net Calls
-$652K
Net Calls Change
-$809K

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$50.8M
2
OCM
2
One Capital Management
California
$28.9M
3
MCM
3
Mainstay Capital Management
Michigan
$23.2M
4
HAS
4
HBW Advisory Services
California
$13.3M
5
FIS
5
Fischer Investment Strategies
California
$11.2M

Top Sellers

1
LWM
1
Liberty Wealth Management
California
$225K
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$176M
3
Morgan Stanley
3
Morgan Stanley
New York
$510K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
TC
5
Trilogy Capital
California
$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$9.03M -$4.47M -49,275 -33%
Marshall Wace
27
Marshall Wace
United Kingdom
$7.97M -$452K -4,984 -5%
SWM
28
SigFig Wealth Management
California
$7.38M +$59.9K +663 +0.8%
AWS
29
Atria Wealth Solutions
New York
$7.33M +$256K +2,828 +4%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$6.47M -$2.29M -25,233 -26%
BRWA
31
B. Riley Wealth Advisors
Florida
$6.34M +$790K +8,741 +14%
CAM
32
Concorde Asset Management
Michigan
$6.26M +$5.93M +65,446 +1,789%
CWA
33
Centennial Wealth Advisory
Michigan
$5.97M -$38.3K -422 -0.6%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$5.79M +$1.92M +21,221 +50%
SWM
35
StoneCrest Wealth Management
Arizona
$5.28M +$1.39M +15,353 +36%
RJA
36
Raymond James & Associates
Florida
$5.12M +$4.26M +47,053 +497%
EL
37
EWA LLC
Pennsylvania
$5.11M +$5.11M +53,569 New
Invesco
38
Invesco
Georgia
$5.07M +$25.7K +284 +0.5%
CCFM
39
Clear Creek Financial Management
Washington
$5.06M +$62.8K +693 +1%
TC
40
TAP Consulting
Missouri
$5.02M -$49.7K -548 -1%
NA
41
NewEdge Advisors
Louisiana
$4.68M +$3.54M +39,098 +311%
HighTower Advisors
42
HighTower Advisors
Illinois
$4.64M -$623K -6,859 -12%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$4.59M +$4.11M +45,326 +851%
EH
44
Equitable Holdings
New York
$4.55M +$3.07M +33,903 +208%
SA
45
Sanctuary Advisors
Indiana
$4.38M +$4.38M +45,868 New
PFA
46
Professional Financial Advisors
Nebraska
$4.25M +$41.9K +462 +1%
RW
47
RVW Wealth
California
$4.07M +$2.76M +30,489 +211%
BWA
48
Burt Wealth Advisors
Maryland
$3.73M – – –
CF
49
Convergence Financial
Missouri
$3.7M +$40.9K +451 +1%
AWM
50
Able Wealth Management
New Jersey
$3.68M +$344K +3,793 +10%
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