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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

217 hedge funds and large institutions have $1.69B invested in Invesco S&P 500 Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 86 increasing their positions, 60 reducing their positions, and 24 closing their positions.

Holders
217
Holders Change
+30
Holders Change %
+16.04%
% of All Funds
3.14%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.17%
New
55
Increased
86
Reduced
60
Closed
24
Calls
$2.04M
Puts
$2.69M
Net Calls
-$652K
Net Calls Change
-$809K

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$50.8M
2
OCM
2
One Capital Management
California
$28.9M
3
MCM
3
Mainstay Capital Management
Michigan
$23.2M
4
HAS
4
HBW Advisory Services
California
$13.3M
5
FIS
5
Fischer Investment Strategies
California
$11.2M

Top Sellers

1
LWM
1
Liberty Wealth Management
California
$225K
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$176M
3
Morgan Stanley
3
Morgan Stanley
New York
$510K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
TC
5
Trilogy Capital
California
$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRI
76
Colonial River Investments
Virginia
$1.65M -$581K -6,409 -26%
AWM
77
Axxcess Wealth Management
California
$1.64M -$574K -6,329 -26%
TGAM
78
TBH Global Asset Management
Tennessee
$1.56M +$619K +6,826 +65%
National Bank of Canada
79
National Bank of Canada
Quebec, Canada
$1.54M +$1.22M +13,408 +372%
KFS
80
Kelly Financial Services
Massachusetts
$1.51M +$253K +2,791 +20%
EWM
81
Endowment Wealth Management
Wisconsin
$1.48M +$115K +1,268 +8%
PWM
82
Perigon Wealth Management
California
$1.48M -$191K -2,110 -11%
FPAS
83
Focus Partners Advisor Solutions
Missouri
$1.42M +$164K +1,807 +13%
UBS Group
84
UBS Group
Switzerland
$1.39M +$1.39M +15,377 New
AFO
85
Arrowroot Family Office
California
$1.36M -$47.6K -525 -3%
BWM
86
BlackDiamond Wealth Management
New York
$1.33M +$1.33M +13,764 New
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$1.31M +$1.31M +14,473 New
ASN
88
Advisory Services Network
Georgia
$1.28M – – –
SEP
89
Southland Equity Partners
Missouri
$1.26M +$34.4K +379 +3%
MSAM
90
Moloney Securities Asset Management
Missouri
$1.25M +$1.25M +13,737 New
NCFG
91
New Century Financial Group
New Jersey
$1.19M +$355K +3,912 +42%
Betterment LLC
92
Betterment LLC
New York
$1.16M +$55.5K +613 +5%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$1.16M -$838K -9,245 -42%
IWC
94
Integrated Wealth Concepts
Massachusetts
$1.07M +$175K +1,927 +19%
AI
95
Atria Investments
North Carolina
$1.04M -$307K -3,387 -23%
MIS
96
Morningstar Investment Services
Illinois
$1.03M +$197K +2,182 +24%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$1.02M +$132K +1,456 +15%
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
$1.01M +$1.01M +11,128 New
AWM
99
AE Wealth Management
Kansas
$996K -$35.6K -393 -3%
WCG
100
Weaver Consulting Group
California
$992K +$22.3K +246 +2%
2 3
4
5 6