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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 %
CCAL
126
City Center Advisors LLC
Michigan
$365K 4,555 – –
BFA
127
Beacon Financial Advisory
Ohio
$360K 4,119 +754 +22%
SWP
128
Stratos Wealth Partners
Ohio
$358K 4,093 +4,093 New
IWM
129
Iams Wealth Management
Nebraska
$334K 3,815 +3,815 New
GS
130
GTS Securities
New York
$333K 3,805 +3,805 New
SWA
131
Strata Wealth Advisors
Texas
$332K 3,796 +701 +23%
FEM
132
Fulcrum Equity Management
Texas
$330K 3,772 -17,862 -83%
CAM
133
Concorde Asset Management
Michigan
$320K 3,659 +3,659 New
National Bank of Canada
134
National Bank of Canada
Quebec, Canada
$316K 3,605 +3,290 +1,044%
VCM
135
Virtue Capital Management
Tennessee
$311K 3,528 +30 +0.9%
HFA
136
Hershey Financial Advisers
Pennsylvania
$311K 3,551 +3,551 New
TWM
137
Trinity Wealth Management
Pennsylvania
$290K 3,313 -51 -2%
SWM
138
Spire Wealth Management
Virginia
$290K 3,312 +1,095 +49%
SSWM
139
Strait & Sound Wealth Management
California
$283K 3,235 +3,235 New
TPA
140
Trivium Point Advisory
Connecticut
$275K 3,140 +3,140 New
SPC
141
Sigma Planning Corp
Michigan
$273K 3,126 +3,126 New
LSA
142
Lion Street Advisors
Texas
$273K 3,118 +3,118 New
JWCA
143
J.W. Cole Advisors
Florida
$265K 3,030 -44 -1%
CFG
144
Cooper Financial Group
California
$261K 2,983 +2,983 New
MFG
145
MidWestOne Financial Group
Iowa
$237K 2,713 +2,713 New
AIP
146
Almanack Investment Partners
Pennsylvania
$233K 2,663 +2,663 New
VWA
147
Visionary Wealth Advisors
Illinois
$226K 2,582 +2,582 New
WA
148
WESPAC Advisors
California
$222K 2,544 -17,892 -88%
CAC
149
Certified Advisory Corp
Florida
$219K 2,506 +2 +0.1%
LWM
150
Liberty Wealth Management
California
$218K 217,596 +217,596 New
4 5
6
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