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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CIA
201
Concurrent Investment Advisors
Florida
$775K 8,153 +8,153 New
SB
202
Strategic Blueprint
Georgia
$764K 8,043 +8,043 New
TAM
203
TCP Asset Management
Ohio
$762K 8,024 – –
CF
204
Claris Financial
Virginia
$735K 7,733 +7,733 New
FHC
205
First Heartland Consultants
Missouri
$734K 7,728 -195 -2%
MOS
206
MGO One Seven
Ohio
$714K 7,513 +3,230 +75%
Ameriprise
207
Ameriprise
Minnesota
$712K 7,499 +1,793 +31%
FPGK
208
Financial Partners Group (Kansas)
Kansas
$706K 7,430 +1,442 +24%
WP
209
WealthPLAN Partners
Nebraska
$704K 7,413 +7,413 New
PSCM
210
Per Stirling Capital Management
Texas
$645K 6,784 +6,784 New
RA
211
RFG Advisory
Alabama
$644K 6,783 +6,783 New
TF
212
Trek Financial
Arizona
$641K 6,751 +6,751 New
CAM
213
Cozad Asset Management
Illinois
$635K 6,679 +6,679 New
CFG
214
Cooper Financial Group
California
$624K 6,563 +4,169 +174%
IA
215
Insight Advisors
Pennsylvania
$621K 6,500 -954 -13%
HIIFS
216
Harel Insurance Investments & Financial Services
Israel
$618K 6,500 +5,800 +829%
Brown Advisory
217
Brown Advisory
Maryland
$616K 6,486 +6,486 New
PEA
218
Park Edge Advisors
Ohio
$614K 6,459 -16,705 -72%
WPC
219
Wedmont Private Capital
Pennsylvania
$611K 6,391 +3,856 +152%
APWM
220
Anchor Pointe Wealth Management
Missouri
$598K 6,256 +6,256 New
OFS
221
OneAscent Financial Services
Alabama
$591K 6,225 +6,225 New
MFG
222
Merit Financial Group
Georgia
$589K 6,200 +6,200 New
RIP
223
RAM Investment Partners
Washington
$584K 6,147 – –
CAG
224
Csenge Advisory Group
Florida
$581K 6,110 -1,566 -20%
JWCA
225
J.W. Cole Advisors
Florida
$571K 6,013 -417 -6%
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9
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