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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 %
CWMGP
51
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.34M 26,751 +8,705 +48%
OC
52
Oppenheimer & Co
New York
$2.28M 26,070 +18,089 +227%
GWM
53
Geneos Wealth Management
Colorado
$2.21M 25,313 +8,240 +48%
BPA
54
Beacon Pointe Advisors
California
$2.15M 24,630 +190 +0.8%
CRI
55
Colonial River Investments
Virginia
$2.15M 24,606 +10,294 +72%
AWM
56
Axxcess Wealth Management
California
$2.14M 24,448 +24,448 New
ACM
57
Advance Capital Management
Michigan
$2.09M 23,934 -439,888 -95%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.93M 22,027 +7,616 +53%
AF
59
Allworth Financial
California
$1.86M 21,565 +1,850 +9%
PAG
60
Private Advisor Group
New Jersey
$1.77M 20,271 +14,574 +256%
CAS
61
Coppell Advisory Solutions
Texas
$1.77M 20,257 +20,257 New
Renaissance Technologies
62
Renaissance Technologies
New York
$1.74M 19,900 +19,900 New
WIA
63
World Investment Advisors
California
$1.73M 19,837 +5,670 +40%
LAS
64
LWM Advisory Services
Florida
$1.65M 18,845 +18,845 New
PWM
65
Perigon Wealth Management
California
$1.61M 18,406 +3,515 +24%
GCP
66
GSA Capital Partners
United Kingdom
$1.46M 16,652 -1,862 -10%
EH
67
Equitable Holdings
New York
$1.43M 16,311 +10,212 +167%
AFO
68
Arrowroot Family Office
California
$1.36M 15,551 +3,327 +27%
FS
69
Ferguson Shapiro
Georgia
$1.33M 15,234 +15,234 New
EWM
70
Endowment Wealth Management
Wisconsin
$1.32M 15,063 +1,900 +14%
AI
71
Atria Investments
North Carolina
$1.3M 14,858 -1,984 -12%
ASN
72
Advisory Services Network
Georgia
$1.28M 14,618 +3,576 +32%
RW
73
RVW Wealth
California
$1.26M 14,448 +14,448 New
Creative Planning
74
Creative Planning
Kansas
$1.26M 14,429 +14,429 New
KFS
75
Kelly Financial Services
Massachusetts
$1.21M 13,874 +5,235 +61%
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