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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

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
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$321M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$133M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$46M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$46M
5
ACM
5
Advance Capital Management
Michigan
$37.2M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.01M
2
MCC
2
Money Concepts Capital
Florida
$2.68M
3
CFD
3
Creative Financial Designs
Indiana
$484K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Invesco
5
Invesco
Georgia
$5.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
Able Wealth Management
New Jersey
$574K +$574K +7,153 New
FPGK
77
Financial Partners Group (Kansas)
Kansas
$505K +$505K +6,294 New
NCFG
78
New Century Financial Group
New Jersey
$498K +$498K +6,209 New
LMKC
79
L.M. Kohn & Company
Ohio
$491K +$205K +2,556 +72%
EH
80
Equitable Holdings
New York
$489K +$489K +6,099 New
CFD
81
Creative Financial Designs
Indiana
$484K -$765K -9,531 -61%
AFG
82
Atomi Financial Group
New York
$482K +$482K +6,010 New
PAG
83
Private Advisor Group
New Jersey
$457K +$86.7K +1,081 +23%
NA
84
NewEdge Advisors
Louisiana
$456K +$456K +5,681 New
CAG
85
Csenge Advisory Group
Florida
$447K +$447K +5,578 New
PA
86
PFG Advisors
Arizona
$439K +$439K +5,477 New
MIS
87
Morningstar Investment Services
Illinois
$429K +$429K +5,343 New
US Bancorp
88
US Bancorp
Minnesota
$424K +$424K +5,284 New
TF
89
Trek Financial
Arizona
$421K +$421K +5,245 New
Truist Financial
90
Truist Financial
North Carolina
$412K +$412K +5,138 New
LSAG
91
Lake Street Advisors Group
New Hampshire
$405K +$405K +5,050 New
Betterment LLC
92
Betterment LLC
New York
$382K -$12.3K -154 -3%
HIS
93
Harvest Investment Services
Illinois
$382K -$1.2K -15 -0.3%
KAS
94
Kestra Advisory Services
Texas
$382K +$382K +4,759 New
BWA
95
BlueChip Wealth Advisors
Georgia
$369K +$369K +4,597 New
RJA
96
Raymond James & Associates
Florida
$368K +$368K +4,582 New
CCAL
97
City Center Advisors LLC
Michigan
$365K +$365K +4,555 New
HF
98
HRT Financial
New York
$330K +$330K +4,126 New
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$321K +$321K +4,000 New
CIBC World Market
100
CIBC World Market
Ontario, Canada
$317K +$317K +3,956 New
2 3
4
5 6