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Invesco S&P 500 Value with Momentum ETF

21 hedge funds and large institutions have $21.1M invested in Invesco S&P 500 Value with Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$4.03M 87,145 +21,933 +34%
Ameriprise
2
Ameriprise
Minnesota
$3.81M 82,288 -31,567 -28%
Morgan Stanley
3
Morgan Stanley
New York
$3.22M 69,640 +38,769 +126%
Bank of America
4
Bank of America
North Carolina
$1.65M 35,626 -1,379 -4%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.64M 35,405 +4,493 +15%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$1.44M 31,109 +23,627 +316%
CFG
7
Cooper Financial Group
California
$1.16M 25,021 +25,021 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$909K 19,665 -1,021 -5%
NA
9
NewEdge Advisors
Louisiana
$645K 13,939 -189 -1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$541K 11,701 -656 -5%
IA
11
IFG Advisory
Georgia
$531K 11,485 +11,485 New
NCM
12
Novare Capital Management
North Carolina
$330K 7,130
TRCT
13
Tower Research Capital (TRC)
New York
$298K 6,438 +3,480 +118%
Osaic Holdings
14
Osaic Holdings
Arizona
$295K 6,367 +1,010 +19%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$213K 4,620 +17 +0.4%
Citadel Advisors
16
Citadel Advisors
Florida
$213K 4,598 +4,598 New
APA
17
American Portfolios Advisors
New York
$80.9K 1,750
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$62K 1,331 -15,810 -92%
CA
19
Clearstead Advisors
Ohio
$23K 506 +106 +27%
KFI
20
Key Financial Inc
Pennsylvania
$7K 143
NRI
21
NFP Retirement Inc
California
-75,675 Closed
WWM
22
Western Wealth Management
Colorado
-48,181 Closed
BFEC
23
Benjamin F. Edwards & Company
Missouri
-2,705 Closed
MCC
24
Money Concepts Capital
Florida
-203 Closed
UBS Group
25
UBS Group
Switzerland
-40 Closed