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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 %
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$25K +$25K +315 New
CFGS
127
Concourse Financial Group Securities
Alabama
$22.4K +$22.4K +279 New
WP
128
WealthShield Partners
North Carolina
$22.2K +$22.2K +276 New
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$20.3K +$20.3K +253 New
CIAS
130
Capital Investment Advisory Services
North Carolina
$19.2K +$19.2K +239 New
PA
131
PSI Advisors
Florida
$14.2K -$80 -1 -0.6%
VF
132
VitalStone Financial
Texas
$10K +$10K +120 New
AIC
133
Archer Investment Corporation
Indiana
$9.95K – – –
CJ
134
Caitlin John
Michigan
$8.69K -$26.4K -328 -75%
PCM
135
Penserra Capital Management
California
$7K +$7K +96 New
ACA
136
Aptus Capital Advisors
Alabama
$4.65K +$4.65K +58 New
CIA
137
Cape Investment Advisory
Georgia
$3.61K +$3.61K +45 New
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$3.05K +$3.05K +38 New
AssetMark Inc
139
AssetMark Inc
California
$2.49K +$2.49K +31 New
SIS
140
Sound Income Strategies
Florida
$2.17K – – –
HCM
141
Hollencrest Capital Management
California
$1.6K +$1.6K +20 New
T
142
Tidemark
California
$802 – – –
JPMorgan Chase & Co
143
JPMorgan Chase & Co
New York
$321 – – –
Wells Fargo
144
Wells Fargo
California
$70 -$424K -6,057 -100%
Citadel Advisors
145
Citadel Advisors
Florida
– -$736K -11,240 Closed
Goldman Sachs
146
Goldman Sachs
New York
– -$417K -6,367 Closed
IWP
147
IAG Wealth Partners
Wisconsin
– -$29.7K -454 Closed
2 3 4 5
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