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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

59 hedge funds and large institutions have $132M invested in Invesco S&P 500 Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 11 closing their positions.

Holders
59
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
11
Increased
19
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$2.96M
2
TC
2
Trilogy Capital
California
$38.8M
3
CCFM
3
Clear Creek Financial Management
Washington
$2.13M
4
LPL Financial
4
LPL Financial
California
$28.5M
5
CFD
5
Creative Financial Designs
Indiana
$1.02M

Top Sellers

1
Invesco
1
Invesco
Georgia
$4.85M
2
PCM
2
Piedmont Capital Management
Montana
$0
3
GVAG
3
Great Valley Advisor Group
Delaware
$0
4
RJA
4
Raymond James & Associates
Florida
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.56M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
1
Trilogy Capital
California
$38.8M 592,698 +38,536 +7%
LPL Financial
2
LPL Financial
California
$28.5M 435,196 +9,035 +2%
Osaic Holdings
3
Osaic Holdings
Arizona
$12.9M 197,059 +1,006 +0.5%
Bank of America
4
Bank of America
North Carolina
$6.97M 106,434 -10,186 -9%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.56M 100,133 -14,441 -13%
Invesco
6
Invesco
Georgia
$4.85M 73,975 -53,733 -42%
PFA
7
Professional Financial Advisors
Nebraska
$3.19M 48,732 +1,259 +3%
MCC
8
Money Concepts Capital
Florida
$2.96M 45,142 +45,142 New
BWA
9
Burt Wealth Advisors
Maryland
$2.7M 41,200 – –
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.21M 33,734 -8,012 -19%
CCFM
11
Clear Creek Financial Management
Washington
$2.13M 32,592 +32,592 New
BPA
12
Beacon Pointe Advisors
California
$1.6M 24,440 – –
WIP
13
WealthCare Investment Partners
Rhode Island
$1.54M 23,455 -4,579 -16%
FAIM
14
Financial Advocates Investment Management
Washington
$1.26M 19,227 +1,965 +11%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.12M 17,083 +2,131 +14%
CFD
16
Creative Financial Designs
Indiana
$1.02M 15,564 +8,673 +126%
PWM
17
Perigon Wealth Management
California
$990K 15,121 – –
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$832K 12,697 +8,048 +173%
SEP
19
Southland Equity Partners
Missouri
$811K 12,385 +4,681 +61%
Citadel Advisors
20
Citadel Advisors
Florida
$736K 11,240 +4,544 +68%
FPAS
21
Focus Partners Advisor Solutions
Missouri
$719K 10,974 +3,909 +55%
GRP
22
Global Retirement Partners
California
$718K 10,784 -706 -6%
WCG
23
Weaver Consulting Group
California
$614K 9,375 -2,297 -20%
CAN
24
Cetera Advisor Networks
California
$594K 9,072 -1,056 -10%
IDA
25
Intelligence Driven Advisers
California
$518K 7,482 -12,762 -63%
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