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Invesco S&P 500 Momentum ETF

187 hedge funds and large institutions have $1.48B invested in Invesco S&P 500 Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 96 increasing their positions, 23 reducing their positions, and 12 closing their positions.

Holders
187
Holders Change
+43
Holders Change %
+29.86%
% of All Funds
2.72%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
58
Increased
96
Reduced
23
Closed
12
Calls
$157K
Puts
Net Calls
+$157K
Net Calls Change
+$157K
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$478M 5,461,136 +1,456,957 +36%
CCMG
2
Clark Capital Management Group
Pennsylvania
$187M 2,142,594 +488,030 +29%
LPL Financial
3
LPL Financial
California
$98.8M 1,129,339 +284,359 +34%
BCI
4
Brinker Capital Investments
Pennsylvania
$64.2M 734,257 +160,681 +28%
OPS
5
Orion Portfolio Solutions
Nebraska
$64.2M 734,257 +160,681 +28%
Osaic Holdings
6
Osaic Holdings
Arizona
$60M 686,108 +210,251 +44%
TC
7
Trilogy Capital
California
$46.8M 534,755 -56,285 -10%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$33M 377,409 +143,810 +62%
PS
9
Principal Securities
Iowa
$25.5M 291,727 +82,385 +39%
FIC
10
Family Investment Center
Missouri
$25.3M 289,029 +11,333 +4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$24.7M 282,635 +235,939 +505%
Bank of America
12
Bank of America
North Carolina
$23.7M 270,669 +112,177 +71%
FGA
13
Fortis Group Advisors
New Jersey
$19.1M 218,272 +999 +0.5%
SMG
14
Smart Money Group
Texas
$17.3M 201,235 +201,235 New
UWM
15
USAdvisors Wealth Management
Minnesota
$15.7M 180,021 +180,021 New
Morgan Stanley
16
Morgan Stanley
New York
$14.6M 166,546 +163,547 +5,453%
AWE
17
Avidian Wealth Enterprises
Texas
$13.9M 158,979 +158,979 New
MML Investors Services
18
MML Investors Services
Massachusetts
$13M 148,918 +60,388 +68%
Two Sigma Investments
19
Two Sigma Investments
New York
$12.8M 146,600 +146,600 New
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$12.5M 143,263 +26,876 +23%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$8.45M 96,627 +21,743 +29%
Marshall Wace
22
Marshall Wace
United Kingdom
$8.13M 92,951 +64,044 +222%
Prudential Financial
23
Prudential Financial
New Jersey
$7.87M 90,039 +42,190 +88%
SWM
24
SigFig Wealth Management
California
$7.09M 81,065 +18,623 +30%
WAM
25
WNY Asset Management
New York
$6.97M 79,735 +79,735 New