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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.

New
Increased
Maintained
Reduced
Closed
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
OPS
3
Orion Portfolio Solutions
Nebraska
$45.3M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$45.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$2.06M +$447K +4,708 +28%
ACM
127
Advance Capital Management
Michigan
$2.04M -$63K -663 -3%
MA
128
MAS Advisors
Florida
$2.04M +$2.04M +21,452 New
FP
129
Fiduciary Planning
Florida
$2.03M +$2.03M +21,374 New
OIM
130
Orca Investment Management
Oregon
$1.98M +$1.98M +20,840 New
HI
131
Harbour Investments
Wisconsin
$1.93M -$1.6M -16,798 -45%
GRP
132
Global Retirement Partners
California
$1.88M +$1.07M +11,217 +130%
PG
133
Prostatis Group
Maryland
$1.82M +$1.82M +19,190 New
TSMHT
134
Thurston Springer Miller Herd & Titak
Indiana
$1.81M +$907K +9,545 +100%
USCWA
135
U.S. Capital Wealth Advisors
Texas
$1.8M +$1.8M +18,976 New
CA
136
CoreCap Advisors
Michigan
$1.72M +$1.06M +11,162 +161%
RL
137
Retireful LLC
Michigan
$1.71M +$1.71M +18,037 New
FIM
138
Freedom Investment Management
Connecticut
$1.71M +$1.07M +11,212 +165%
MA
139
Mutual Advisors
Nebraska
$1.69M +$1.69M +17,301 New
SF
140
Seros Financial
Arizona
$1.67M +$1.67M +19,093 New
TGAM
141
TBH Global Asset Management
Tennessee
$1.66M +$24.8K +261 +2%
TWM
142
Tradition Wealth Management
Minnesota
$1.65M +$1.65M +17,384 New
Wealth Enhancement Advisory Services
143
Wealth Enhancement Advisory Services
Minnesota
$1.63M +$1.63M +17,155 New
GM
144
GeoWealth Management
Illinois
$1.61M +$1.29M +13,560 +400%
AAS
145
Avantax Advisory Services
Texas
$1.58M +$1.03M +10,874 +188%
MSAM
146
Moloney Securities Asset Management
Missouri
$1.55M +$248K +2,608 +19%
PIA
147
Perennial Investment Advisors
California
$1.53M +$1.53M +16,152 New
KIM
148
Kane Investment Management
California
$1.53M +$1.53M +16,113 New
CAG
149
Centerpoint Advisory Group
Kansas
$1.52M +$1.52M +16,011 New
SG
150
StoneX Group
New York
$1.52M +$1.52M +15,976 New
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