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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 %
CFGS
101
Concourse Financial Group Securities
Alabama
$3.02M 29,971 +743 +3%
PCA
102
Prosperity Capital Advisors
Ohio
$2.9M 30,499 +30,499 New
AF
103
Allworth Financial
California
$2.88M 28,550 +328 +1%
GWM
104
Geneos Wealth Management
Colorado
$2.78M 29,297 +1,624 +6%
CRI
105
Colonial River Investments
Virginia
$2.75M 28,951 +10,754 +59%
BPA
106
Beacon Pointe Advisors
California
$2.61M 27,495 +2,865 +12%
OC
107
Oppenheimer & Co
New York
$2.6M 27,316 +7,196 +36%
SPIA
108
Steward Partners Investment Advisory
New York
$2.55M 26,878 +26,550 +8,095%
MW
109
Maia Wealth
Colorado
$2.53M 25,758 +25,758 New
VPP
110
Vertex Planning Partners
Illinois
$2.52M 26,519 +26,519 New
PWM
111
Perigon Wealth Management
California
$2.51M 25,749 +9,453 +58%
FFN
112
Focus Financial Network
Minnesota
$2.45M 25,824 +25,824 New
VCWM
113
Vista Cima Wealth Management
Arizona
$2.32M 24,440 +24,440 New
Marshall Wace
114
Marshall Wace
United Kingdom
$2.32M 24,426 -63,541 -72%
JWM
115
Jackson Wealth Management
Florida
$2.31M 24,329 +1,679 +7%
RIM
116
Redwood Investment Management
Arizona
$2.27M 23,848 +18,773 +370%
Betterment LLC
117
Betterment LLC
New York
$2.26M 23,742 +10,917 +85%
AssetMark Inc
118
AssetMark Inc
California
$2.25M 23,675 +23,294 +6,114%
CIBC World Market
119
CIBC World Market
Ontario, Canada
$2.2M 23,101 +15,800 +216%
OC
120
Optima Capital
Oregon
$2.18M 22,900 +22,900 New
MFA
121
Mayflower Financial Advisors
Massachusetts
$2.17M 22,886 +22,886 New
EWM
122
Endowment Wealth Management
Wisconsin
$2.16M 22,786 +6,455 +40%
LCM
123
Lunt Capital Management
Utah
$2.12M 22,295 +22,295 New
HWM
124
Hobbs Wealth Management
Indiana
$2.11M 22,249 +22,249 New
CWS
125
Cypress Wealth Services
California
$2.07M 21,814 +21,814 New
3 4
5
6 7