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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

347 hedge funds and large institutions have $2.34B invested in Invesco S&P 500 Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 124 increasing their positions, 56 reducing their positions, and 19 closing their positions.

Holders
347
Holders Change
+130
Holders Change %
+59.91%
% of All Funds
4.62%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.23%
New
155
Increased
124
Reduced
56
Closed
19
Calls
$1.01M
Puts
$1.06M
Net Calls
-$48K
Net Calls Change
+$604K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$137M
2
MCM
2
Mainstay Capital Management
Michigan
$116M
3
LPL Financial
3
LPL Financial
California
$207M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$58.7M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$41.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$403M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$118M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$45.3M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$45.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$16.7M 176,271 +112,450 +176%
MML Investors Services
27
MML Investors Services
Massachusetts
$15.5M 162,991 +63,348 +64%
HAS
28
HBW Advisory Services
California
$15.1M 159,163 +12,158 +8%
APW
29
Austin Private Wealth
Texas
$14.6M 153,321 +153,321 New
Raymond James Financial
30
Raymond James Financial
Florida
$14.4M 151,274 +151,274 New
FIS
31
Fischer Investment Strategies
California
$13.3M 139,833 +16,097 +13%
CW
32
CreativeOne Wealth
Kansas
$12.1M 127,131 +124,831 +5,427%
IWM
33
IHT Wealth Management
Illinois
$12.1M 126,878 +126,878 New
UBS Group
34
UBS Group
Switzerland
$11.8M 124,189 +108,812 +708%
IAA
35
Independent Advisor Alliance
North Carolina
$10.9M 115,222 +115,222 New
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$10.2M 107,731 -27,477 -20%
GA
37
Goldstein Advisors
Wisconsin
$10.2M 107,396 +107,396 New
WA
38
Win Advisors
Florida
$9.99M 105,118 -16,403 -13%
PAG
39
Private Advisor Group
New Jersey
$9.82M 103,390 +77,723 +303%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$9.07M 94,055 +79,582 +550%
CIAS
41
CFS Investment Advisory Services
New Jersey
$7.92M 83,355 +83,355 New
EH
42
Equitable Holdings
New York
$7.84M 82,544 +32,330 +64%
CAM
43
Concorde Asset Management
Michigan
$7.52M 79,114 +10,009 +14%
PAS
44
Park Avenue Securities
New York
$7.25M 76,252 +50,917 +201%
CCFM
45
Clear Creek Financial Management
Washington
$6.83M 71,934 +16,106 +29%
SO
46
Sierra Ocean
California
$6.57M 69,142 +69,142 New
AWS
47
Atria Wealth Solutions
New York
$6.54M 68,801 -12,099 -15%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$6.11M 64,304 +53,084 +473%
RW
49
RVW Wealth
California
$6.08M 63,953 +19,016 +42%
IA
50
IFG Advisory
Georgia
$6.07M 63,838 +63,838 New
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