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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 %
FPAS
76
Focus Partners Advisor Solutions
Missouri
$1.21M 13,828 +1,431 +12%
SEP
77
Southland Equity Partners
Missouri
$1.19M 13,565 +14 +0.1%
SEA
78
Stegent Equity Advisors
Texas
$1.17M 13,429 +13,429 New
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$1.13M 12,899 +4,889 +61%
SP
80
Sequent Planning
Nebraska
$1.11M 12,595 -108 -0.9%
NA
81
NewEdge Advisors
Louisiana
$1.1M 12,578 +6,897 +121%
Betterment LLC
82
Betterment LLC
New York
$1.07M 12,212 +7,446 +156%
LCM
83
Lunt Capital Management
Utah
$1.06M 12,115 +12,115 New
CIA
84
Concurrent Investment Advisors
Florida
$1.01M 11,520 -963 -8%
AWM
85
AE Wealth Management
Kansas
$995K 11,380 +1,784 +19%
JWM
86
Jackson Wealth Management
Florida
$985K 11,265 +11,265 New
WCG
87
Weaver Consulting Group
California
$935K 10,695 +1,347 +14%
TGAM
88
TBH Global Asset Management
Tennessee
$912K 10,427 +10,427 New
LMKC
89
L.M. Kohn & Company
Ohio
$910K 10,410 +4,290 +70%
GRP
90
Global Retirement Partners
California
$893K 10,208 -357 -3%
CAG
91
Csenge Advisory Group
Florida
$872K 9,973 +4,395 +79%
IWC
92
Integrated Wealth Concepts
Massachusetts
$867K 9,914 +2,339 +31%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$854K 9,764 -21,300 -69%
GFG
94
Goldstone Financial Group
Illinois
$833K 9,520 +252 +3%
RJA
95
Raymond James & Associates
Florida
$827K 9,458 +4,876 +106%
AWA
96
Arkadios Wealth Advisors
Georgia
$827K 9,456 +9,456 New
NCFG
97
New Century Financial Group
New Jersey
$811K 9,271 +3,062 +49%
MIS
98
Morningstar Investment Services
Illinois
$807K 9,170 +3,827 +72%
PCA
99
Prosperity Capital Advisors
Ohio
$804K 9,190 -20,708 -69%
DADC
100
D.A. Davidson & Co
Montana
$753K 8,612 +8,612 New
2 3
4
5 6