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Invesco S&P 500 Momentum ETF

55 hedge funds and large institutions have $121M invested in Invesco S&P 500 Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
55
Holders Change
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
14
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TC
1
Trilogy Capital
California
$32.7M 574,110 +13,660 +2%
LPL Financial
2
LPL Financial
California
$23.9M 427,632 -28,958 -6%
Osaic Holdings
3
Osaic Holdings
Arizona
$9.68M 173,717 -56,670 -25%
Invesco
4
Invesco
Georgia
$7.76M 138,737 -15,429 -10%
Bank of America
5
Bank of America
North Carolina
$6.93M 123,841 +496 +0.4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$6.41M 114,585 -26,941 -19%
T
7
TCWP
Ohio
$5.27M 94,238 +3,395 +4%
PFA
8
Professional Financial Advisors
Nebraska
$2.54M 45,410 -12,691 -22%
BWA
9
Burt Wealth Advisors
Maryland
$2.42M 43,350 -3,350 -7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.32M 41,446 -88,858 -68%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.87M 33,352 +16,097 +93%
WIP
12
WealthCare Investment Partners
Rhode Island
$1.7M 30,431 +880 +3%
CFGS
13
Concourse Financial Group Securities
Alabama
$1.47M 26,272 +932 +4%
BPA
14
Beacon Pointe Advisors
California
$1.36M 24,400
IDA
15
Intelligence Driven Advisers
California
$1.32M 23,972 -90,654 -79%
RJA
16
Raymond James & Associates
Florida
$1.11M 19,793 -111 -0.6%
FAIM
17
Financial Advocates Investment Management
Washington
$1.04M 18,574 -39,860 -68%
PWM
18
Perigon Wealth Management
California
$902K 16,121 +4,573 +40%
WCG
19
Weaver Consulting Group
California
$722K 12,903 -1,627 -11%
AFO
20
Arrowroot Family Office
California
$691K 12,360 +3,194 +35%
GRP
21
Global Retirement Partners
California
$617K 11,026 -563 -5%
CAN
22
Cetera Advisor Networks
California
$596K 10,650 -517 -5%
GWM
23
Geneos Wealth Management
Colorado
$495K 8,850 -2,450 -22%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$464K 8,286 -1,983 -19%
Jane Street
25
Jane Street
New York
$453K 8,105 +1,139 +16%