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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.

New
Increased
Maintained
Reduced
Closed
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 %
RIP
126
RAM Investment Partners
Washington
$557K – – –
KWA
127
Kingswood Wealth Advisors
California
$551K +$85K +938 +18%
SAM
128
Synergy Asset Management
Washington
$547K -$2.1M -23,118 -79%
FPGK
129
Financial Partners Group (Kansas)
Kansas
$543K -$53K -585 -9%
US Bancorp
130
US Bancorp
Minnesota
$543K -$123K -1,358 -18%
LMKC
131
L.M. Kohn & Company
Ohio
$537K -$407K -4,490 -43%
AAS
132
Avantax Advisory Services
Texas
$524K +$41.5K +458 +9%
Ameriprise
133
Ameriprise
Minnesota
$517K +$517K +5,706 New
Morgan Stanley
134
Morgan Stanley
New York
$510K -$14.6M -160,918 -97%
LSAG
135
Lake Street Advisors Group
New Hampshire
$508K +$91 +1 +0%
ZIMP
136
Zimmermann Investment Management & Planning
Pennsylvania
$506K -$3.68M -40,559 -88%
RIM
137
Redwood Investment Management
Arizona
$493K +$493K +5,075 New
CAL
138
Capital Analysts LLC
Pennsylvania
$484K -$3.53K -39 -0.7%
WCM
139
Westend Capital Management
California
$478K +$478K +5,271 New
GLA
140
Good Life Advisors
Pennsylvania
$476K +$476K +5,254 New
WIA
141
World Investment Advisors
California
$467K -$1.33M -14,684 -74%
TPA
142
Trivium Point Advisory
Connecticut
$462K +$159K +1,645 +52%
BCM
143
Brookstone Capital Management
Illinois
$452K -$108K -1,192 -19%
HIS
144
Harvest Investment Services
Illinois
$430K -$1.45K -16 -0.3%
SPC
145
Sigma Planning Corp
Michigan
$426K +$143K +1,576 +50%
MOS
146
MGO One Seven
Ohio
$388K -$269K -2,965 -41%
Goldman Sachs
147
Goldman Sachs
New York
$382K +$382K +4,218 New
BFA
148
Beacon Financial Advisory
Ohio
$381K +$7.16K +79 +2%
FTUS
149
Flow Traders U.S.
New York
$371K +$371K +4,093 New
CF
150
Cantor Fitzgerald
New York
$363K +$363K +4,000 New
4 5
6
7 8