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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
BCI
3
Brinker Capital Investments
Pennsylvania
$45.3M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$45.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
176
AmeriFlex Group
Nevada
$1.12M +$1.12M +11,198 New
WCG
177
Weaver Consulting Group
California
$1.06M +$19.4K +204 +2%
TF
178
Theory Financial
Colorado
$1.06M +$1.06M +11,142 New
AWA
179
Arkadios Wealth Advisors
Georgia
$1.06M +$72.8K +766 +7%
PFGIA
180
Patriot Financial Group Insurance Agency
Massachusetts
$1.04M +$787K +8,279 +308%
KWA
181
Kingswood Wealth Advisors
California
$1.04M +$462K +4,863 +80%
PA
182
PFG Advisors
Arizona
$1.04M +$291K +3,068 +39%
CF
183
Cyr Financial
Illinois
$977K +$977K +10,288 New
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$970K -$245K -2,574 -20%
SWP
185
Stratos Wealth Partners
Ohio
$956K +$364K +3,826 +61%
FWP
186
Firethorn Wealth Partners
Georgia
$916K +$916K +9,638 New
NCFG
187
New Century Financial Group
New Jersey
$913K -$364K -3,758 -29%
DADC
188
D.A. Davidson & Co
Montana
$911K +$12.7K +134 +1%
BIG
189
Bush Investment Group
Georgia
$904K +$904K +9,520 New
LIM
190
Leavell Investment Management
Alabama
$884K +$86.1K +906 +11%
ASN
191
Advisory Services Network
Georgia
$881K -$508K -5,348 -37%
FTS
192
Fifth Third Securities
Ohio
$865K +$865K +9,106 New
MLA
193
My Legacy Advisors
Oregon
$863K +$863K +8,870 New
Jane Street
194
Jane Street
New York
$859K +$518K +5,452 +152%
SA
195
Sovran Advisors
California
$823K +$823K +8,622 New
SSWM
196
Strait & Sound Wealth Management
California
$822K +$23.1K +243 +3%
CAS
197
Coppell Advisory Solutions
Texas
$809K -$35.4K -371 -4%
BFA
198
Beacon Financial Advisory
Ohio
$789K +$390K +4,103 +98%
WFS
199
WealthGarden F.S.
California
$782K +$782K +8,230 New
AWMG
200
ADG Wealth Management Group
Louisiana
$777K +$777K +8,180 New
6 7
8
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