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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
Money Concepts Capital
Florida
$50.8M
2
OCM
One Capital Management
California
$28.9M
3
MCM
Mainstay Capital Management
Michigan
$23.2M
4
HAS
HBW Advisory Services
California
$13.3M
5
FIS
Fischer Investment Strategies
California
$11.2M

Top Sellers

1
LWM
Liberty Wealth Management
California
$225K
2
CCMG
Clark Capital Management Group
Pennsylvania
$176M
3
Morgan Stanley
Morgan Stanley
New York
$510K
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
TC
Trilogy Capital
California
$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFG
151
Goldstone Financial Group
Illinois
$356K -$507K -5,595 -59%
MF
152
Manchester Financial
California
$333K +$333K +3,679 New
Jane Street
153
Jane Street
New York
$326K +$326K +3,593 New
SWM
154
Spire Wealth Management
Virginia
$318K +$17.6K +194 +6%
GM
155
GeoWealth Management
Illinois
$308K -$4.85M -53,516 -94%
VCM
156
Virtue Capital Management
Tennessee
$306K -$13.9K -153 -4%
VWA
157
Visionary Wealth Advisors
Illinois
$300K +$66.4K +733 +28%
TWM
158
Trinity Wealth Management
Pennsylvania
$300K – – –
Citadel Advisors
159
Citadel Advisors
Florida
$296K +$296K +3,263 New
WAM
160
WNY Asset Management
New York
$293K -$6.93M -76,501 -96%
PWA
161
Primoris Wealth Advisors
Florida
$290K +$290K +3,200 New
Fidelity Investments
162
Fidelity Investments
Massachusetts
$271K +$107K +1,176 +65%
ACM
163
Absolute Capital Management
Pennsylvania
$266K +$55.9K +617 +27%
IDA
164
Intelligence Driven Advisers
California
$261K -$417K -4,605 -62%
BWM
165
Brophy Wealth Management
New Hampshire
$255K +$255K +2,813 New
HF
166
HRT Financial
New York
$247K +$247K +2,736 New
MFG
167
MidWestOne Financial Group
Iowa
$246K – – –
PFGIA
168
Patriot Financial Group Insurance Agency
Massachusetts
$243K +$243K +2,684 New
WPC
169
Wedmont Private Capital
Pennsylvania
$231K +$231K +2,535 New
LSA
170
Lion Street Advisors
Texas
$229K -$54K -596 -19%
CAC
171
Certified Advisory Corp
Florida
$227K +$181 +2 +0.1%
LWM
172
Liberty Wealth Management
California
$225K -$19.5M -215,109 -99%
CFG
173
Cooper Financial Group
California
$217K -$53.4K -589 -20%
SW
174
Simplicity Wealth
New Jersey
$213K +$213K +2,350 New
BIA
175
Bell Investment Advisors
California
$210K +$181 +2 +0.1%
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7
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