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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 %
LCGC
101
Legacy Capital Group California
California
$311K +$311K +3,877 New
VCM
102
Virtue Capital Management
Tennessee
$278K +$278K +3,498 New
VWM
103
Vigilare Wealth Management
Arizona
$277K +$277K +3,456 New
BFA
104
Beacon Financial Advisory
Ohio
$270K +$270K +3,365 New
TWM
105
Trinity Wealth Management
Pennsylvania
$270K -$33K -411 -11%
SWA
106
Strata Wealth Advisors
Texas
$248K +$248K +3,095 New
JWCA
107
J.W. Cole Advisors
Florida
$247K +$247K +3,074 New
Morgan Stanley
108
Morgan Stanley
New York
$241K -$215K -2,685 -47%
WAM
109
Worth Asset Management
Texas
$235K +$235K +2,935 New
FG
110
Foster Group
Iowa
$222K +$222K +2,769 New
BCM
111
Brookstone Capital Management
Illinois
$214K +$214K +2,668 New
CAC
112
Certified Advisory Corp
Florida
$201K +$201K +2,504 New
PTC
113
Private Trust Company
Ohio
$189K +$95.2K +1,187 +101%
BIA
114
Bell Investment Advisors
California
$186K +$241 +3 +0.1%
UBS Group
115
UBS Group
Switzerland
$181K – – –
SWM
116
Spire Wealth Management
Virginia
$178K +$178K +2,217 New
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$100K +$100K +1,249 New
GM
118
GeoWealth Management
Illinois
$95K +$95K +1,184 New
GEA
119
Glen Eagle Advisors
New Jersey
$76K – – –
RFS
120
Richardson Financial Services
Massachusetts
$59.8K +$59.8K +746 New
HI
121
Harbour Investments
Wisconsin
$51.6K +$27.5K +343 +114%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$35.3K +$35.3K +440 New
GTAM
123
Global Trust Asset Management
Florida
$34.5K +$34.5K +430 New
CA
124
Continuum Advisory
Idaho
$30.3K +$30.3K +382 New
SPIA
125
Steward Partners Investment Advisory
New York
$26.3K – – –
2 3 4
5
6