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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

217 hedge funds and large institutions have $1.69B invested in Invesco S&P 500 Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 86 increasing their positions, 60 reducing their positions, and 24 closing their positions.

Holders
217
Holders Change
+30
Holders Change %
+16.04%
% of All Funds
3.14%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.17%
New
55
Increased
86
Reduced
60
Closed
24
Calls
$2.04M
Puts
$2.69M
Net Calls
-$652K
Net Calls Change
-$809K

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$50.8M
2
ABWM
2
Alpine Bank Wealth Management
Colorado
$41.9M
3
OCM
3
One Capital Management
California
$28.9M
4
MCM
4
Mainstay Capital Management
Michigan
$23.2M
5
HAS
5
HBW Advisory Services
California
$13.3M

Top Sellers

1
LWM
1
Liberty Wealth Management
California
$225K
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$176M
3
Morgan Stanley
3
Morgan Stanley
New York
$510K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
TC
5
Trilogy Capital
California
$37.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$494M 5,451,654 -9,482 -0.2%
CCMG
2
Clark Capital Management Group
Pennsylvania
$176M 1,937,232 -205,362 -10%
LPL Financial
3
LPL Financial
California
$113M 1,242,778 +113,439 +10%
BCI
4
Brinker Capital Investments
Pennsylvania
$64.9M 716,117 -18,140 -2%
OPS
5
Orion Portfolio Solutions
Nebraska
$64.9M 716,117 -18,140 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$55.9M 616,880 -69,228 -10%
MCC
7
Money Concepts Capital
Florida
$50.8M 560,549 +505,037 +910%
ABWM
8
Alpine Bank Wealth Management
Colorado
$41.9M 462,757 +462,757 New
TC
9
Trilogy Capital
California
$37.6M 415,378 -119,377 -22%
PS
10
Principal Securities
Iowa
$29.2M 321,860 +30,133 +10%
OCM
11
One Capital Management
California
$28.9M 318,600 +318,600 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$28.5M 314,231 +31,596 +11%
Bank of America
13
Bank of America
North Carolina
$28.3M 311,884 +41,215 +15%
FIC
14
Family Investment Center
Missouri
$26.6M 293,274 +4,245 +1%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$25.7M 283,153 -94,256 -25%
MCM
16
Mainstay Capital Management
Michigan
$23.2M 256,474 +256,474 New
SMG
17
Smart Money Group
Texas
$22.2M 244,784 +43,549 +22%
UWM
18
USAdvisors Wealth Management
Minnesota
$18M 199,452 +19,431 +11%
AWE
19
Avidian Wealth Enterprises
Texas
$15.6M 172,580 +13,601 +9%
FGA
20
Fortis Group Advisors
New Jersey
$13.5M 149,203 -69,069 -32%
HAS
21
HBW Advisory Services
California
$13.3M 147,005 +147,005 New
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$12.3M 135,208 -8,055 -6%
FIS
23
Fischer Investment Strategies
California
$11.2M 123,736 +123,736 New
WA
24
Win Advisors
Florida
$11M 121,521 +49,723 +69%
Prudential Financial
25
Prudential Financial
New Jersey
$9.63M 106,224 +16,185 +18%
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