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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 %
VC
76
Vicus Capital
Pennsylvania
$4.36M 45,876 +45,876 New
CWA
77
Centennial Wealth Advisory
Michigan
$4.33M 45,564 -20,260 -31%
AWM
78
Axxcess Wealth Management
California
$4.25M 44,747 +26,628 +147%
Renaissance Technologies
79
Renaissance Technologies
New York
$4.2M 44,200 +38,000 +613%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$4.18M 43,997 +23,138 +111%
BlackRock
81
BlackRock
New York
$4.09M 43,047 +43,047 New
BWA
82
Burt Wealth Advisors
Maryland
$3.91M 41,200 – –
DA
83
Detalus Advisors
Missouri
$3.86M 40,597 +40,597 New
FAIM
84
Financial Advocates Investment Management
Washington
$3.8M 40,003 +5,523 +16%
TWP
85
Tempus Wealth Planning
California
$3.71M 39,079 +39,079 New
WIA
86
Wetzel Investment Advisors
Indiana
$3.69M 38,845 +1,573 +4%
BCMIO
87
Beacon Capital Management Inc (Ohio)
Ohio
$3.69M 38,806 -505 -1%
GCM
88
Generation Capital Management
New York
$3.67M 38,614 +38,614 New
WIP
89
WealthCare Investment Partners
Rhode Island
$3.61M 37,811 +3,416 +10%
GVAG
90
Great Valley Advisor Group
Delaware
$3.54M 37,232 +384 +1%
CSWG
91
Cardinal Strategic Wealth Guidance
Kentucky
$3.52M 37,100 +37,100 New
T
92
Tidemark
California
$3.52M 37,044 +37,044 New
AWM
93
AE Wealth Management
Kansas
$3.51M 36,982 +25,995 +237%
AWG
94
Altus Wealth Group
Colorado
$3.46M 36,449 +36,449 New
NWM
95
Nova Wealth Management
Florida
$3.37M 35,456 +35,456 New
LAS
96
LWM Advisory Services
Florida
$3.33M 35,044 +5,680 +19%
IWC
97
Integrated Wealth Concepts
Massachusetts
$3.32M 34,947 +23,106 +195%
AC
98
AIFG Consultants
New York
$3.14M 33,027 +33,027 New
TWM
99
TSA Wealth Management
Texas
$3.12M 32,874 +32,874 New
TWP
100
Triad Wealth Partners
Kansas
$3.11M 32,719 +32,719 New
2 3
4
5 6