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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

144 hedge funds and large institutions have $993M invested in Invesco S&P 500 Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
144
Holders Change
+85
Holders Change %
+144.07%
% of All Funds
2.09%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
%
% of All Funds
0.09%
New
90
Increased
26
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$321M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$133M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$46M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$46M
5
ACM
5
Advance Capital Management
Michigan
$37.2M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.01M
2
MCC
2
Money Concepts Capital
Florida
$2.68M
3
CFD
3
Creative Financial Designs
Indiana
$484K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Invesco
5
Invesco
Georgia
$5.27M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$321M 4,004,179 +3,970,445 +11,770%
CCMG
2
Clark Capital Management Group
Pennsylvania
$133M 1,654,564 +1,654,564 New
LPL Financial
3
LPL Financial
California
$67.8M 844,980 +409,784 +94%
TC
4
Trilogy Capital
California
$47.4M 591,040 -1,658 -0.3%
BCI
5
Brinker Capital Investments
Pennsylvania
$46M 573,576 +573,576 New
OPS
6
Orion Portfolio Solutions
Nebraska
$46M 573,576 +573,576 New
Osaic Holdings
7
Osaic Holdings
Arizona
$38.1M 475,857 +278,798 +141%
ACM
8
Advance Capital Management
Michigan
$37.2M 463,822 +463,822 New
FIC
9
Family Investment Center
Missouri
$22.3M 277,696 +277,696 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$18.7M 233,599 +233,599 New
FGA
11
Fortis Group Advisors
New Jersey
$17.4M 217,273 +217,273 New
PS
12
Principal Securities
Iowa
$16.8M 209,342 +209,282 +348,803%
Bank of America
13
Bank of America
North Carolina
$12.7M 158,492 +52,058 +49%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$9.34M 116,387 +116,387 New
MML Investors Services
15
MML Investors Services
Massachusetts
$7.1M 88,530 +88,530 New
CAN
16
Cetera Advisor Networks
California
$6.41M 79,917 +70,845 +781%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$6.01M 74,884 -25,249 -25%
Invesco
18
Invesco
Georgia
$5.27M 65,652 -8,323 -11%
SWM
19
SigFig Wealth Management
California
$5.01M 62,442 +62,442 New
WA
20
Win Advisors
Florida
$4.95M 61,718 +61,718 New
SAM
21
Synergy Asset Management
Washington
$4.57M 56,981 +56,981 New
Jane Street
22
Jane Street
New York
$4.38M 54,620 +48,820 +842%
AWS
23
Atria Wealth Solutions
New York
$4.37M 54,417 +54,417 New
CCFM
24
Clear Creek Financial Management
Washington
$4.24M 52,827 +20,235 +62%
CA
25
Cetera Advisors
Colorado
$4.01M 50,039 +46,783 +1,437%
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