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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 %
AFG
101
Atomi Financial Group
New York
$718K 8,214 +2,204 +37%
TF
102
Trek Financial
Arizona
$687K 7,857 +2,612 +50%
Belvedere Trading
103
Belvedere Trading
Illinois
$669K 7,645 +7,645 New
IDA
104
Intelligence Driven Advisers
California
$654K 7,482 – –
US Bancorp
105
US Bancorp
Minnesota
$642K 7,346 +2,062 +39%
CIBC World Market
106
CIBC World Market
Ontario, Canada
$635K 7,266 +3,310 +84%
MOS
107
MGO One Seven
Ohio
$634K 7,248 +7,248 New
IA
108
Insight Advisors
Pennsylvania
$634K 7,246 -292 -4%
PA
109
PFG Advisors
Arizona
$633K 7,243 +1,766 +32%
FPGK
110
Financial Partners Group (Kansas)
Kansas
$575K 6,573 +279 +4%
CA
111
CoreCap Advisors
Michigan
$575K 6,571 -1,002 -13%
KAS
112
Kestra Advisory Services
Texas
$557K 6,369 +1,610 +34%
BWA
113
BlueChip Wealth Advisors
Georgia
$557K 6,367 +1,770 +39%
CFD
114
Creative Financial Designs
Indiana
$549K 6,281 +248 +4%
BCM
115
Brookstone Capital Management
Illinois
$538K 6,176 +3,508 +131%
RIP
116
RAM Investment Partners
Washington
$538K 6,147 +6,147 New
Truist Financial
117
Truist Financial
North Carolina
$526K 6,010 +872 +17%
LSAG
118
Lake Street Advisors Group
New Hampshire
$490K 5,600 +550 +11%
TSMHT
119
Thurston Springer Miller Herd & Titak
Indiana
$481K 5,497 +5,497 New
CAL
120
Capital Analysts LLC
Pennsylvania
$471K 5,381 +5,381 New
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$466K 5,327 +1,327 +33%
AAS
122
Avantax Advisory Services
Texas
$466K 5,323 +5,323 New
GVAG
123
Great Valley Advisor Group
Delaware
$462K 5,292 +5,292 New
KWA
124
Kingswood Wealth Advisors
California
$450K 5,141 +5,141 New
HIS
125
Harvest Investment Services
Illinois
$417K 4,764 +5 +0.1%
3 4
5
6 7