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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 %
ST
201
Smithfield Trust
Pennsylvania
$20K +$20K +218 New
NS
202
NBC Securities
Alabama
$20K +$20K +222 New
GTAM
203
Global Trust Asset Management
Florida
$19.9K +$19.9K +220 New
PA
204
PSI Advisors
Florida
$16.1K – – –
JPMorgan Chase & Co
205
JPMorgan Chase & Co
New York
$14.3K -$6.44K -71 -31%
HCM
206
Hollencrest Capital Management
California
$13K +$11.1K +123 +615%
GIA
207
GHP Investment Advisors
Colorado
$12.1K – – –
AIC
208
Archer Investment Corporation
Indiana
$11.2K – – –
GJIA
209
Glass Jacobson Investment Advisors
Maryland
$10.8K +$10.8K +119 New
NIC
210
Northwest Investment Counselors
Oregon
$9.68K +$9.68K +107 New
Russell Investments Group
211
Russell Investments Group
United Kingdom
$9.34K +$9.34K +103 New
ACM
212
Anfield Capital Management
California
$7.07K +$7.07K +78 New
CIA
213
Cape Investment Advisory
Georgia
$4.9K -$91 -1 -2%
TWC
214
TD Waterhouse Canada
Ontario, Canada
$4.68K +$2.16K +24 +86%
ACA
215
Aptus Capital Advisors
Alabama
$2.54K – – –
SIS
216
Sound Income Strategies
Florida
$2.45K – – –
VF
217
VitalStone Financial
Texas
$1.81K – – –
Two Sigma Investments
218
Two Sigma Investments
New York
– -$12.8M -146,600 Closed
IA
219
IFG Advisory
Georgia
– -$3M -34,354 Closed
OAS
220
Optivise Advisory Services
Tennessee
– -$2.37M -27,139 Closed
GCP
221
GSA Capital Partners
United Kingdom
– -$1.46M -16,652 Closed
FS
222
Ferguson Shapiro
Georgia
– -$1.33M -15,234 Closed
Creative Planning
223
Creative Planning
Kansas
– -$1.26M -14,429 Closed
SEA
224
Stegent Equity Advisors
Texas
– -$1.17M -13,429 Closed
LCM
225
Lunt Capital Management
Utah
– -$1.06M -12,115 Closed
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