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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

59 hedge funds and large institutions have $118M invested in Invesco S&P 500 Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 27 reducing their positions, and 4 closing their positions.

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
16
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Piedmont Capital Management
Montana
$2.77M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.2M
3
GVAG
3
Great Valley Advisor Group
Delaware
$1.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$596K
5
KAS
5
Kestra Advisory Services
Texas
$335K

Top Sellers

1
T
1
TCWP
Ohio
$0
2
CFGS
2
Concourse Financial Group Securities
Alabama
$1
3
TC
3
Trilogy Capital
California
$31.7M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$856K
5
Invesco
5
Invesco
Georgia
$7.32M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
1
Trilogy Capital
California
$31.7M 554,162 -19,948 -3%
LPL Financial
2
LPL Financial
California
$24.4M 426,161 -1,471 -0.3%
Osaic Holdings
3
Osaic Holdings
Arizona
$11.2M 196,053 +22,336 +13%
Invesco
4
Invesco
Georgia
$7.32M 127,708 -11,029 -8%
Bank of America
5
Bank of America
North Carolina
$6.68M 116,620 -7,221 -6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$6.56M 114,574 -11 -0%
PCM
7
Piedmont Capital Management
Montana
$2.77M 132,123 +132,123 New
PFA
8
Professional Financial Advisors
Nebraska
$2.72M 47,473 +2,063 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.39M 41,746 +300 +0.7%
BWA
10
Burt Wealth Advisors
Maryland
$2.36M 41,200 -2,150 -5%
WIP
11
WealthCare Investment Partners
Rhode Island
$1.61M 28,034 -2,397 -8%
BPA
12
Beacon Pointe Advisors
California
$1.4M 24,440 +40 +0.2%
GVAG
13
Great Valley Advisor Group
Delaware
$1.2M 21,036 +15,333 +269%
IDA
14
Intelligence Driven Advisers
California
$1.15M 20,244 -3,728 -16%
RJA
15
Raymond James & Associates
Florida
$1.14M 19,949 +156 +0.8%
FAIM
16
Financial Advocates Investment Management
Washington
$878K 17,262 -1,312 -7%
PWM
17
Perigon Wealth Management
California
$866K 15,121 -1,000 -6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$856K 14,952 -18,400 -55%
WCG
19
Weaver Consulting Group
California
$669K 11,672 -1,231 -10%
GRP
20
Global Retirement Partners
California
$654K 11,490 +464 +4%
AFO
21
Arrowroot Family Office
California
$649K 11,322 -1,038 -8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$596K 10,409 +10,167 +4,201%
CAN
23
Cetera Advisor Networks
California
$580K 10,128 -522 -5%
CA
24
CoreCap Advisors
Michigan
$468K 8,177 +513 +7%
IA
25
Insight Advisors
Pennsylvania
$447K 7,796 -42 -0.5%
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