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Invesco S&P 500 Momentum ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CWMGP
51
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.45M +$1.45M +18,046 New
GWM
52
Geneos Wealth Management
Colorado
$1.37M +$934K +11,648 +215%
AI
53
Atria Investments
North Carolina
$1.35M +$1.35M +16,842 New
PWM
54
Perigon Wealth Management
California
$1.19M -$18.5K -230 -2%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.16M +$137K +1,714 +13%
CRI
56
Colonial River Investments
Virginia
$1.15M +$1.15M +14,312 New
WIA
57
World Investment Advisors
California
$1.14M +$1.14M +14,167 New
SEP
58
Southland Equity Partners
Missouri
$1.09M +$93.5K +1,166 +9%
EWM
59
Endowment Wealth Management
Wisconsin
$1.06M +$1.06M +13,163 New
SP
60
Sequent Planning
Nebraska
$1.02M +$1.02M +12,703 New
CIA
61
Concurrent Investment Advisors
Florida
$1M +$1M +12,483 New
FPAS
62
Focus Partners Advisor Solutions
Missouri
$995K +$114K +1,423 +13%
AFO
63
Arrowroot Family Office
California
$981K +$584K +7,279 +147%
ASN
64
Advisory Services Network
Georgia
$886K +$886K +11,042 New
GRP
65
Global Retirement Partners
California
$848K -$17.6K -219 -2%
AWM
66
AE Wealth Management
Kansas
$770K +$770K +9,596 New
WCG
67
Weaver Consulting Group
California
$750K -$2.17K -27 -0.3%
GFG
68
Goldstone Financial Group
Illinois
$743K +$743K +9,268 New
KFS
69
Kelly Financial Services
Massachusetts
$693K +$693K +8,639 New
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$643K +$643K +8,010 New
OC
71
Oppenheimer & Co
New York
$640K +$102K +1,277 +19%
IWC
72
Integrated Wealth Concepts
Massachusetts
$608K +$114K +1,416 +23%
CA
73
CoreCap Advisors
Michigan
$607K -$13K -162 -2%
IA
74
Insight Advisors
Pennsylvania
$605K -$5.86K -73 -1%
IDA
75
Intelligence Driven Advisers
California
$600K