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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

24 hedge funds and large institutions have $35.5M invested in Invesco S&P 500 Momentum ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
6
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AG
1
Advisor Group
Arizona
$12.5M
2
Bank of America
2
Bank of America
North Carolina
$4.55M
3
Jane Street
3
Jane Street
New York
$939K
4
Citadel Advisors
4
Citadel Advisors
Florida
$921K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$882K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.3M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.01M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
CA
4
Cetera Advisors
Colorado
$0
5
TWA
5
Tillar-Wenstrup Advisors
Ohio
$4.24M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
1
Advisor Group
Arizona
$12.5M 308,473 +302,456 +5,027%
Bank of America
2
Bank of America
North Carolina
$4.55M 112,074 +59,508 +113%
AWM
3
Affinity Wealth Management
Delaware
$4.37M 107,579 +10,605 +11%
TWA
4
Tillar-Wenstrup Advisors
Ohio
$4.24M 104,398 -1,538 -1%
PS
5
Portfolio Strategies
New York
$1.38M 34,089 -275 -0.8%
UBS Group
6
UBS Group
Switzerland
$1.3M 32,076 -143,336 -82%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.01M 24,855 -40,803 -62%
Jane Street
8
Jane Street
New York
$939K 23,140 +23,140 New
Citadel Advisors
9
Citadel Advisors
Florida
$921K 22,686 +22,686 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$882K 21,738 +17,876 +463%
WIA
11
Wealthstreet Investment Advisors
Texas
$554K 13,750 -200 -1%
GWM
12
Geneos Wealth Management
Colorado
$511K 12,686 +235 +2%
CAC
13
Certified Advisory Corp
Florida
$506K 12,459 +14 +0.1%
IA
14
IFP Advisors
Florida
$465K 11,570 +11,570 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$311K 7,677 +7,677 New
AIC
16
Archer Investment Corporation
Indiana
$223K 5,500 – –
CWM
17
Concentrum Wealth Management
California
$222K 5,459 +5,459 New
SG
18
StoneX Group
New York
$216K 5,315 +5,315 New
CIR
19
Clear Investment Research
Georgia
$198K 4,877 – –
LFG
20
LifePlan Financial Group
Ohio
$152K 3,743 – –
PB
21
Pinnacle Bancorp
Nebraska
$8K 196 +196 New
CIAS
22
Capital Investment Advisory Services
North Carolina
$3K 75 – –
GEA
23
Glen Eagle Advisors
New Jersey
$1.02K 25 – –
SIS
24
Sound Income Strategies
Florida
$1K 27 +27 New
Goldman Sachs
25
Goldman Sachs
New York
– – -16,150 Closed
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