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Invesco S&P 500 Value with Momentum ETF

17 hedge funds and large institutions have $14.9M invested in Invesco S&P 500 Value with Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
17
Holders Change
-4
Holders Change %
-19.05%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$3.16M 66,695 -33,050 -33%
Morgan Stanley
2
Morgan Stanley
New York
$2.82M 59,507 -11,952 -17%
CFG
3
Cooper Financial Group
California
$2.52M 53,146 +7,912 +17%
Bank of America
4
Bank of America
North Carolina
$1.82M 38,404 -642 -2%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.18M 24,873 -9,925 -29%
IA
6
IFG Advisory
Georgia
$633K 13,343
NA
7
NewEdge Advisors
Louisiana
$583K 12,277 -1,310 -10%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$555K 11,701
Citadel Advisors
9
Citadel Advisors
Florida
$454K 9,579 +9,579 New
TRCT
10
Tower Research Capital (TRC)
New York
$424K 8,942 +2,025 +29%
Osaic Holdings
11
Osaic Holdings
Arizona
$347K 7,319 -213 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$319K 6,705 +3,626 +118%
CA
13
Clearstead Advisors
Ohio
$29.5K 621
HGERS
14
Householder Group Estate & Retirement Specialist
Arizona
$13K 265 +265 New
KFI
15
Key Financial Inc
Pennsylvania
$6.79K 143
UBS Group
16
UBS Group
Switzerland
$142 3 -1,286 -100%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$47 1 +1 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
-17,415 Closed
Ameriprise
19
Ameriprise
Minnesota
-6,406 Closed
NCM
20
Novare Capital Management
North Carolina
-5,130 Closed
NRI
21
NFP Retirement Inc
California
-4,225 Closed
RFG
22
RFP Financial Group
Georgia
-3,800 Closed
MCC
23
Money Concepts Capital
Florida
-108 Closed
Wells Fargo
24
Wells Fargo
California
-1 Closed
CFGS
25
Concourse Financial Group Securities
Alabama