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Invesco S&P 500 Momentum ETF

28 hedge funds and large institutions have $16.6M invested in Invesco S&P 500 Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4M 91,540 -64 -0.1%
LPL Financial
2
LPL Financial
California
$1.97M 45,009 +25,671 +133%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.82M 41,641 +27,864 +202%
PFA
4
Professional Financial Advisors
Nebraska
$1.47M 33,635 -4,837 -13%
Citadel Advisors
5
Citadel Advisors
Florida
$1.34M 30,727 +30,727 New
WIA
6
Wealthstreet Investment Advisors
Texas
$1.22M 27,950
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$948K 21,709 +681 +3%
IA
8
IFP Advisors
Florida
$948K 22,180 +6,658 +43%
GWM
9
Geneos Wealth Management
Colorado
$522K 12,321 -487 -4%
OAM
10
Optimal Asset Management
California
$508K 11,624 +11,624 New
CAC
11
Certified Advisory Corp
Florida
$491K 11,245 -290 -3%
PS
12
Portfolio Strategies
New York
$443K 10,153
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$264K 6,040 -25,668 -81%
VWA
14
V Wealth Advisors
Kansas
$226K 5,170 +5,170 New
LFG
15
LifePlan Financial Group
Ohio
$132K 3,031 -712 -19%
SPIA
16
Steward Partners Investment Advisory
New York
$97K 2,222 +2,222 New
CIR
17
Clear Investment Research
Georgia
$34K 788 -4,144 -84%
WP
18
WealthShield Partners
North Carolina
$30K 678 +678 New
UBS Group
19
UBS Group
Switzerland
$29K 666 -74 -10%
CAN
20
Cetera Advisor Networks
California
$29K 671 +671 New
SFPG
21
Stonebridge Financial Planning Group
Florida
$22K 500
AIC
22
Archer Investment Corporation
Indiana
$21.8K 500
CAL
23
Capital Analysts LLC
Pennsylvania
$9K 200 +200 New
CIAS
24
Capital Investment Advisory Services
North Carolina
$3K 75
CWA
25
Carolina Wealth Advisors
South Carolina
$3K 61