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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 %
IA
51
Integrity Alliance
Iowa
$5.88M 61,902 +61,902 New
SWM
52
StoneCrest Wealth Management
Arizona
$5.86M 61,705 +3,419 +6%
HGWM
53
Horst & Graben Wealth Management
Oregon
$5.76M 60,589 +60,589 New
PWA
54
Physician Wealth Advisors
Utah
$5.74M 60,379 +60,379 New
NA
55
NewEdge Advisors
Louisiana
$5.7M 59,963 +8,287 +16%
HighTower Advisors
56
HighTower Advisors
Illinois
$5.47M 57,587 +6,460 +13%
WWM
57
WJ Wealth Management
Arizona
$5.44M 57,272 +57,272 New
SWM
58
SigFig Wealth Management
California
$5.39M 56,404 -25,324 -31%
GS
59
GWN Securities
Florida
$5.37M 52,977 +52,977 New
BRWA
60
B. Riley Wealth Advisors
Florida
$5.3M 55,797 -14,301 -20%
EL
61
EWA LLC
Pennsylvania
$5.19M 54,631 +1,062 +2%
SFS
62
Security Financial Services
Indiana
$5.16M 54,292 +54,292 New
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$5.15M 54,241 +21,814 +67%
Invesco
64
Invesco
Georgia
$5.02M 52,873 -3,018 -5%
WPW
65
Watershed Private Wealth
Illinois
$5M 52,627 +52,627 New
OWA
66
One Wealth Advisors
California
$4.99M 52,567 +52,567 New
AWM
67
Able Wealth Management
New Jersey
$4.95M 52,047 +11,499 +28%
TC
68
TAP Consulting
Missouri
$4.94M 51,949 -3,391 -6%
Mariner
69
Mariner
Kansas
$4.85M 51,070 +15,062 +42%
SP
70
Stonebrook Private
Michigan
$4.84M 50,971 +50,971 New
CWMGP
71
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.81M 50,633 +22,021 +77%
SA
72
Sanctuary Advisors
Indiana
$4.76M 47,229 +1,361 +3%
PFA
73
Professional Financial Advisors
Nebraska
$4.57M 48,134 +1,226 +3%
Citadel Advisors
74
Citadel Advisors
Florida
$4.56M 48,043 +44,780 +1,372%
AG
75
Ascent Group
Virginia
$4.42M 46,479 +46,479 New
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3
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