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Invesco S&P 500 Value with Momentum ETF

20 hedge funds and large institutions have $17.5M invested in Invesco S&P 500 Value with Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$4.39M 99,161 +12,016 +14%
Morgan Stanley
2
Morgan Stanley
New York
$3.14M 70,957 +1,317 +2%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$2.45M 54,946 +23,837 +77%
Bank of America
4
Bank of America
North Carolina
$1.83M 41,348 +5,722 +16%
CFG
5
Cooper Financial Group
California
$1.38M 31,114 +6,093 +24%
NA
6
NewEdge Advisors
Louisiana
$615K 13,901 -38 -0.3%
IA
7
IFG Advisory
Georgia
$590K 13,343 +1,858 +16%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$518K 11,701
TRCT
9
Tower Research Capital (TRC)
New York
$458K 10,344 +3,906 +61%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$445K 10,062 -9,603 -49%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$419K 9,455 -25,950 -73%
Ameriprise
12
Ameriprise
Minnesota
$344K 7,566 -74,722 -91%
Osaic Holdings
13
Osaic Holdings
Arizona
$281K 6,367
NCM
14
Novare Capital Management
North Carolina
$227K 5,130 -2,000 -28%
UBS Group
15
UBS Group
Switzerland
$218K 4,924 +4,924 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$98K 2,218 +887 +67%
APA
17
American Portfolios Advisors
New York
$68.6K 1,550 -200 -11%
CA
18
Clearstead Advisors
Ohio
$27K 621 +115 +23%
HGERS
19
Householder Group Estate & Retirement Specialist
Arizona
$11K 260 +260 New
KFI
20
Key Financial Inc
Pennsylvania
$6K 143
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
-4,620 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-4,598 Closed
Wells Fargo
23
Wells Fargo
California
-1 Closed
CFGS
24
Concourse Financial Group Securities
Alabama