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Invesco S&P 500 Momentum ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$21.5K
HI
52
Harbour Investments
Wisconsin
$19.6K
PA
53
PSI Advisors
Florida
$11.6K +$65 +1 +0.6%
AIC
54
Archer Investment Corporation
Indiana
$8.12K
PS
55
Principal Securities
Iowa
$3.93K +$3.93K +60 New
SIS
56
Sound Income Strategies
Florida
$1.77K
T
57
Tidemark
California
$655 +$655 +10 New
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$262
PCM
59
Piedmont Capital Management
Montana
-$2.77M -132,123 Closed
GVAG
60
Great Valley Advisor Group
Delaware
-$1.2M -21,036 Closed
RJA
61
Raymond James & Associates
Florida
-$1.14M -19,949 Closed
KPWS
62
Kestra Private Wealth Services
Texas
-$420K -7,328 Closed
KAS
63
Kestra Advisory Services
Texas
-$335K -5,849 Closed
GM
64
GeoWealth Management
Illinois
-$256K -4,465 Closed
Marshall Wace
65
Marshall Wace
United Kingdom
-$223K -3,890 Closed
SG
66
StoneX Group
New York
-$221K -3,863 Closed
AAG
67
Armstrong Advisory Group
Massachusetts
-$22.7K -397 Closed
SCA
68
Stonebridge Capital Advisors
Minnesota
-$15.3K -267 Closed
US Bancorp
69
US Bancorp
Minnesota
-$802 -14 Closed
CFGS
70
Concourse Financial Group Securities
Alabama
-$1