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Invesco S&P 500 Value with Momentum ETF

22 hedge funds and large institutions have $56.4M invested in Invesco S&P 500 Value with Momentum ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$33.4M -$8.65M -229,325 -21%
UBS Group
2
UBS Group
Switzerland
$7.87M +$324K +8,585 +4%
Bank of America
3
Bank of America
North Carolina
$3.52M -$586K -15,535 -14%
Ameriprise
4
Ameriprise
Minnesota
$3.12M +$1.51M +40,086 +94%
FAAS
5
First Allied Advisory Services
California
$2.41M +$812K +21,534 +51%
AG
6
Advisor Group
Arizona
$1.46M +$217K +5,754 +17%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.23M -$485K -12,870 -28%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$913K +$629K +16,666 +221%
Morgan Stanley
9
Morgan Stanley
New York
$767K +$9.23K +245 +1%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$460K
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$364K +$88.2K +2,341 +32%
LPL Financial
12
LPL Financial
California
$275K +$21K +556 +8%
SS
13
Simplicity Solutions
Minnesota
$259K +$259K +6,854 New
AI
14
Atria Investments
North Carolina
$201K +$201K +5,329 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$73K +$33.4K +882 +84%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$32K
SWP
17
Strategic Wealth Partners
Ohio
$31K +$31K +818 New
IA
18
IFP Advisors
Florida
$8K +$8K +205 New
SEI Investments
19
SEI Investments
Pennsylvania
$7K
GWM
20
Geneos Wealth Management
Colorado
$2K +$2K +66 New
Citadel Advisors
21
Citadel Advisors
Florida
-$662K -17,600 Closed
Jane Street
22
Jane Street
New York
-$223K -5,936 Closed
CCA
23
Clearwater Capital Advisors
Illinois
-$88K -2,348 Closed