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Invesco S&P 500 Value with Momentum ETF

20 hedge funds and large institutions have $27.5M invested in Invesco S&P 500 Value with Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
8
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BWG
1
Beta Wealth Group
California
$10.6M 177,779 +36,823 +26%
LPL Financial
2
LPL Financial
California
$6.56M 109,725 +28,143 +34%
CFG
3
Cooper Financial Group
California
$2.84M 47,500 -460 -1%
Bank of America
4
Bank of America
North Carolina
$2.19M 36,610 +864 +2%
Morgan Stanley
5
Morgan Stanley
New York
$1.82M 30,503 -1,047 -3%
Raymond James Financial
6
Raymond James Financial
Florida
$1.38M 23,030 +2,980 +15%
IA
7
IFG Advisory
Georgia
$788K 13,186 +188 +1%
NA
8
NewEdge Advisors
Louisiana
$291K 4,873
PTC
9
Private Trust Company
Ohio
$276K 4,620 +2,220 +93%
Ameriprise
10
Ameriprise
Minnesota
$206K 3,454 +3,454 New
Jones Financial Companies
11
Jones Financial Companies
Missouri
$196K 3,310 +1,535 +86%
Osaic Holdings
12
Osaic Holdings
Arizona
$117K 2,019 -363 -15%
TRCT
13
Tower Research Capital (TRC)
New York
$115K 1,923 -608 -24%
ACM
14
Accent Capital Management
Ohio
$59.8K 1,000
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$42K 704 +3 +0.4%
CA
16
Clearstead Advisors
Ohio
$23.9K 400
KFI
17
Key Financial Inc
Pennsylvania
$8.55K 143
UBS Group
18
UBS Group
Switzerland
$1.67K 28 +28 New
Fidelity Investments
19
Fidelity Investments
Massachusetts
$60 1 +1 New
Wells Fargo
20
Wells Fargo
California
$58 1
CWMGP
21
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
-76,790 Closed
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
-3,996 Closed
AF
23
Abound Financial
California
-550 Closed
SS
24
Sunbelt Securities
Texas
-12 Closed