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Invesco S&P 500 Value with Momentum ETF
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Overview Fund Activity

23 hedge funds and large institutions have $73.7M invested in Invesco S&P 500 Value with Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.4M
2
Jane Street
2
Jane Street
New York
$621K
3
UBS Group
3
UBS Group
Switzerland
$8.33M
4
FAAS
4
First Allied Advisory Services
California
$2.58M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.02M

Top Sellers

1
Invesco
1
Invesco
Georgia
$31.7M
2
Bank of America
2
Bank of America
North Carolina
$3M
3
Ameriprise
3
Ameriprise
Minnesota
$2.99M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.07M
5
AG
5
Advisor Group
Arizona
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$31.7M 813,065 -72,393 -8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.4M 471,485 +471,485 New
UBS Group
3
UBS Group
Switzerland
$8.33M 213,671 +5,024 +2%
Bank of America
4
Bank of America
North Carolina
$3M 76,851 -16,342 -18%
Ameriprise
5
Ameriprise
Minnesota
$2.99M 76,727 -5,912 -7%
FAAS
6
First Allied Advisory Services
California
$2.58M 66,273 +2,263 +4%
AG
7
Advisor Group
Arizona
$1.42M 36,345 -2,411 -6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.07M 27,497 -5,189 -16%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.02M 26,164 +1,961 +8%
Morgan Stanley
10
Morgan Stanley
New York
$838K 21,494 +1,143 +6%
Jane Street
11
Jane Street
New York
$621K 15,943 +15,943 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$505K 12,947 +739 +6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$378K 9,689 +33 +0.3%
LPL Financial
14
LPL Financial
California
$301K 7,713 +422 +6%
AI
15
Atria Investments
North Carolina
$256K 6,558 +1,229 +23%
SS
16
Simplicity Solutions
Minnesota
$228K 5,840 -1,014 -15%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$46K 1,174 -756 -39%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$31K 791 -64 -7%
IA
19
IFP Advisors
Florida
$8K 205 – –
NFG
20
Next Financial Group
Texas
$6K 150 +150 New
GWM
21
Geneos Wealth Management
Colorado
$2K 66 – –
SWP
22
Strategic Wealth Partners
Ohio
– – -818 Closed
SEI Investments
23
SEI Investments
Pennsylvania
– – -183 Closed
Wells Fargo
24
Wells Fargo
California
$0 1 – –
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –
1
2