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

18 hedge funds and large institutions have $24.8M invested in Invesco S&P 500 Value with Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.78M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$941K
3
Citadel Advisors
3
Citadel Advisors
Florida
$737K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.31M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$645K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.2M
3
CAN
3
Cetera Advisor Networks
California
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$0
5
Bank of America
5
Bank of America
North Carolina
$932K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11.2M 398,000 -17,972 -4%
Morgan Stanley
2
Morgan Stanley
New York
$6.78M 241,220 +170,042 +239%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.31M 46,690 +24,200 +108%
OPS
4
Orion Portfolio Solutions
Nebraska
$941K 33,503 +33,503 New
Bank of America
5
Bank of America
North Carolina
$932K 33,168 -3,054 -8%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$907K 32,285 +1,351 +4%
Citadel Advisors
7
Citadel Advisors
Florida
$737K 26,236 +26,236 New
Osaic Holdings
8
Osaic Holdings
Arizona
$645K 22,955 +22,955 New
FAAS
9
First Allied Advisory Services
California
$451K 16,058 -1,131 -7%
TRCT
10
Tower Research Capital (TRC)
New York
$436K 15,514 +3,529 +29%
LPL Financial
11
LPL Financial
California
$241K 8,586 -2,135 -20%
CFGS
12
Concourse Financial Group Securities
Alabama
$109K 3,893 -693 -15%
UBS Group
13
UBS Group
Switzerland
$57K 2,028 +1,933 +2,035%
SF
14
Synovus Financial
Georgia
$37K 1,335 +1,335 New
NFG
15
Next Financial Group
Texas
$33K 1,188 -150 -11%
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$20K 700 – –
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$5K 171 – –
Jane Street
18
Jane Street
New York
– – -12,302 Closed
CAN
19
Cetera Advisor Networks
California
– – -7,913 Closed
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
– – -5,488 Closed
APA
21
American Portfolios Advisors
New York
– – -1,500 Closed
Wells Fargo
22
Wells Fargo
California
$0 1 -161 -99%