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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

347 hedge funds and large institutions have $2.34B invested in Invesco S&P 500 Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 124 increasing their positions, 56 reducing their positions, and 19 closing their positions.

Holders
347
Holders Change
+130
Holders Change %
+59.91%
% of All Funds
4.62%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.23%
New
155
Increased
124
Reduced
56
Closed
19
Calls
$1.01M
Puts
$1.06M
Net Calls
-$48K
Net Calls Change
+$604K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$137M
2
MCM
2
Mainstay Capital Management
Michigan
$116M
3
LPL Financial
3
LPL Financial
California
$207M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$58.7M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$41.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$403M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$118M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$45.3M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$45.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$403M 4,244,331 -1,207,323 -22%
LPL Financial
2
LPL Financial
California
$207M 2,178,729 +935,951 +75%
Bank of America
3
Bank of America
North Carolina
$137M 1,446,799 +1,134,915 +364%
CCMG
4
Clark Capital Management Group
Pennsylvania
$118M 1,243,203 -694,029 -36%
MCM
5
Mainstay Capital Management
Michigan
$116M 1,216,892 +960,418 +374%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$58.7M 617,959 +617,801 +391,013%
MCC
7
Money Concepts Capital
Florida
$58.1M 611,529 +50,980 +9%
Osaic Holdings
8
Osaic Holdings
Arizona
$53.2M 576,565 -40,315 -7%
BCI
9
Brinker Capital Investments
Pennsylvania
$45.3M 476,417 -239,700 -33%
OPS
10
Orion Portfolio Solutions
Nebraska
$45.3M 476,417 -239,700 -33%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$41.3M 434,939 +434,569 +117,451%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$40.6M 427,365 +113,134 +36%
TC
13
Trilogy Capital
California
$40.1M 421,901 +6,523 +2%
OCM
14
One Capital Management
California
$36.2M 380,906 +62,306 +20%
Wells Fargo
15
Wells Fargo
California
$29.7M 312,120 +311,708 +75,657%
FIC
16
Family Investment Center
Missouri
$29.6M 311,213 +17,939 +6%
Stifel Financial
17
Stifel Financial
Missouri
$28.8M 303,174 +266,859 +735%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$28.6M 301,544 +18,391 +6%
FGA
19
Fortis Group Advisors
New Jersey
$27.5M 288,988 +139,785 +94%
SMG
20
Smart Money Group
Texas
$24.3M 255,603 +10,819 +4%
PS
21
Principal Securities
Iowa
$22.9M 240,915 -80,945 -25%
UWM
22
USAdvisors Wealth Management
Minnesota
$21.2M 222,994 +23,542 +12%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$18.2M 191,124 +140,471 +277%
AWE
24
Avidian Wealth Enterprises
Texas
$17.5M 184,135 +11,555 +7%
Morgan Stanley
25
Morgan Stanley
New York
$17.3M 181,692 +176,064 +3,128%
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