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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

55 hedge funds and large institutions have $145M invested in Invesco S&P 500 Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 15 closing their positions.

Holders
55
Holders Change
-6
Holders Change %
-9.84%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
21
Reduced
16
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$7.72M
2
MOS
2
MGO One Seven
Ohio
$4.95M
3
TAM
3
Titleist Asset Management
Texas
$4.07M
4
LPL Financial
4
LPL Financial
California
$24.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.11M

Top Sellers

1
LAS
1
LWM Advisory Services
Florida
$0
2
US Bancorp
2
US Bancorp
Minnesota
$551K
3
DA
3
Detalus Advisors
Missouri
$0
4
CF
4
Centaurus Financial
California
$0
5
PAG
5
Private Advisor Group
New Jersey
$368K
Name Market Value Shares Shares
Change 		Shares
Change %
TC
1
Trilogy Capital
California
$30.6M 560,450 +27,520 +5%
LPL Financial
2
LPL Financial
California
$24.9M 456,590 +64,230 +16%
Osaic Holdings
3
Osaic Holdings
Arizona
$12.7M 230,387 +45,901 +25%
Invesco
4
Invesco
Georgia
$8.41M 154,166 +9,041 +6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.72M 141,526 +131,393 +1,297%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.11M 130,304 +54,342 +72%
Bank of America
7
Bank of America
North Carolina
$6.73M 123,345 -1,416 -1%
IDA
8
Intelligence Driven Advisers
California
$6.4M 114,626 +16,938 +17%
T
9
TCWP
Ohio
$4.95M 90,843 +636 +0.7%
MOS
10
MGO One Seven
Ohio
$4.95M 90,843 +90,843 New
TAM
11
Titleist Asset Management
Texas
$4.07M 74,664 +74,664 New
PFA
12
Professional Financial Advisors
Nebraska
$3.55M 58,101 +14,149 +32%
FAIM
13
Financial Advocates Investment Management
Washington
$3.19M 58,434 +41,644 +248%
BWA
14
Burt Wealth Advisors
Maryland
$2.55M 46,700 -16,175 -26%
WIP
15
WealthCare Investment Partners
Rhode Island
$1.61M 29,551 +25,403 +612%
CFGS
16
Concourse Financial Group Securities
Alabama
$1.38M 25,340 +1,356 +6%
BPA
17
Beacon Pointe Advisors
California
$1.33M 24,400 -250 -1%
RJA
18
Raymond James & Associates
Florida
$1.09M 19,904 +19,904 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$941K 17,255 -5,120 -23%
FTUS
20
Flow Traders U.S.
New York
$808K 14,820 +14,820 New
WCG
21
Weaver Consulting Group
California
$792K 14,530 +1,749 +14%
IWP
22
IAG Wealth Partners
Wisconsin
$674K 12,354 -10,095 -45%
GRP
23
Global Retirement Partners
California
$636K 11,589 +9,532 +463%
PWM
24
Perigon Wealth Management
California
$630K 11,548 +3,031 +36%
GWM
25
Geneos Wealth Management
Colorado
$616K 11,300 -450 -4%
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