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Invesco S&P 500 Value with Momentum ETF

24 hedge funds and large institutions have $27M invested in Invesco S&P 500 Value with Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 0 closing their positions.

Holders
24
Holders Change
+7
Holders Change %
+41.18%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$6.16M 113,855 +91,773 +416%
NRI
2
NFP Retirement Inc
California
$4.1M 75,675 +75,675 New
LPL Financial
3
LPL Financial
California
$3.53M 65,212 -8,673 -12%
WWM
4
Western Wealth Management
Colorado
$2.61M 48,181 +48,181 New
Bank of America
5
Bank of America
North Carolina
$2M 37,005 +10,805 +41%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.67M 30,912 +20,111 +186%
Morgan Stanley
7
Morgan Stanley
New York
$1.67M 30,871 +3,064 +11%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.12M 20,686 -1,961 -9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$928K 17,141 +15,806 +1,184%
NA
10
NewEdge Advisors
Louisiana
$765K 14,128 -2,048 -13%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$669K 12,357 +711 +6%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$405K 7,482 +7,482 New
NCM
13
Novare Capital Management
North Carolina
$386K 7,130 +7,130 New
Osaic Holdings
14
Osaic Holdings
Arizona
$281K 5,357 -6,129 -53%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$249K 4,603 +11 +0.2%
TRCT
16
Tower Research Capital (TRC)
New York
$160K 2,958 -6,842 -70%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$146K 2,705 +2,705 New
APA
18
American Portfolios Advisors
New York
$94.7K 1,750 +1,750 New
CA
19
Clearstead Advisors
Ohio
$22K 400
MCC
20
Money Concepts Capital
Florida
$11K 203 +203 New
KFI
21
Key Financial Inc
Pennsylvania
$8K 143
UBS Group
22
UBS Group
Switzerland
$2K 40 -4,312 -99%
Wells Fargo
23
Wells Fargo
California
$0 1
CFGS
24
Concourse Financial Group Securities
Alabama
Citigroup
25
Citigroup
New York
$0 7 +7 New