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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 %
Truist Financial
101
Truist Financial
North Carolina
$952K +$407K +4,495 +75%
AWA
102
Arkadios Wealth Advisors
Georgia
$940K +$83.3K +919 +10%
BWA
103
BlueChip Wealth Advisors
Georgia
$906K +$329K +3,630 +57%
TSMHT
104
Thurston Springer Miller Herd & Titak
Indiana
$864K +$366K +4,036 +73%
DADC
105
D.A. Davidson & Co
Montana
$857K +$76.1K +840 +10%
AP
106
Advisors Preferred
Maryland
$846K +$846K +9,400 New
CAS
107
Coppell Advisory Solutions
Texas
$798K -$1.03M -11,419 -56%
GRP
108
Global Retirement Partners
California
$779K -$146K -1,611 -16%
SSWM
109
Strait & Sound Wealth Management
California
$762K +$469K +5,177 +160%
LIM
110
Leavell Investment Management
Alabama
$761K +$761K +8,395 New
TAM
111
TCP Asset Management
Ohio
$727K +$727K +8,024 New
CAG
112
Csenge Advisory Group
Florida
$719K -$215K -2,297 -23%
FHC
113
First Heartland Consultants
Missouri
$718K +$123K +1,358 +21%
PA
114
PFG Advisors
Arizona
$713K +$56.6K +624 +9%
AFG
115
Atomi Financial Group
New York
$696K -$48.3K -533 -6%
SP
116
Sequent Planning
Nebraska
$688K -$453K -5,002 -40%
IA
117
Insight Advisors
Pennsylvania
$676K +$18.9K +208 +3%
CFD
118
Creative Financial Designs
Indiana
$670K +$101K +1,114 +18%
CIBC World Market
119
CIBC World Market
Ontario, Canada
$662K +$3.17K +35 +0.5%
CA
120
CoreCap Advisors
Michigan
$628K +$32.1K +354 +5%
FIM
121
Freedom Investment Management
Connecticut
$614K +$398K +4,395 +185%
KAS
122
Kestra Advisory Services
Texas
$588K +$11.1K +122 +2%
JWCA
123
J.W. Cole Advisors
Florida
$583K +$308K +3,400 +112%
SWP
124
Stratos Wealth Partners
Ohio
$566K +$195K +2,146 +52%
Renaissance Technologies
125
Renaissance Technologies
New York
$562K -$1.24M -13,700 -69%
3 4
5
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