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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 %
BAMG
176
Brand Asset Management Group
Missouri
$210K +$210K +2,312 New
CW
177
CreativeOne Wealth
Kansas
$208K +$208K +2,300 New
TA
178
TKG Advisors
Indiana
$204K +$204K +2,246 New
TRCT
179
Tower Research Capital (TRC)
New York
$167K +$145K +1,601 +664%
DWM
180
Darwin Wealth Management
Florida
$158K +$158K +1,741 New
PTC
181
Private Trust Company
Ohio
$145K -$3.08K -34 -2%
GEA
182
Glen Eagle Advisors
New Jersey
$85K -$906 -10 -1%
RFS
183
Richardson Financial Services
Massachusetts
$82.7K – – –
LWMI
184
Legacy Wealth Management (Idaho)
Idaho
$76K +$76K +787 New
LIS
185
Legacy Investment Solutions
Idaho
$76K +$76K +787 New
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$74.9K – – –
CA
187
Continuum Advisory
Idaho
$67.3K +$20.6K +216 +44%
AF
188
Advisornet Financial
Minnesota
$63.5K +$63.5K +701 New
HIIFS
189
Harel Insurance Investments & Financial Services
Israel
$63K +$63K +700 New
JIP
190
Jaffetilchin Investment Partners
Florida
$51.2K +$51.2K +565 New
FFA
191
Farther Finance Advisors
California
$44.7K +$906 +10 +2%
OP
192
ORG Partners
Indiana
$39K – – –
Wells Fargo
193
Wells Fargo
California
$37.4K +$37.3K +411 +41,100%
CJ
194
Caitlin John
Michigan
$36.2K +$26.8K +278 +287%
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$35.6K +$35.6K +393 New
AssetMark Inc
196
AssetMark Inc
California
$34.5K -$1.72K -19 -5%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$34K -$12.7K -138 -27%
SPIA
198
Steward Partners Investment Advisory
New York
$29.7K -$63.4K -700 -68%
WP
199
WealthShield Partners
North Carolina
$26.7K -$1.18K -13 -4%
OSAM
200
O'Shaughnessy Asset Management
Connecticut
$23.8K – – –
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8
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