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Invesco S&P 500 Value with Momentum ETF

21 hedge funds and large institutions have $15.1M invested in Invesco S&P 500 Value with Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 0 closing their positions.

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
10
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CFG
1
Cooper Financial Group
California
$3.16M 56,023 -16,482 -23%
Morgan Stanley
2
Morgan Stanley
New York
$2.56M 45,385 -43,857 -49%
LPL Financial
3
LPL Financial
California
$2.38M 42,202 -2,708 -6%
Bank of America
4
Bank of America
North Carolina
$1.81M 32,021 -1,464 -4%
Citadel Advisors
5
Citadel Advisors
Florida
$1.4M 24,840 +24,840 New
IA
6
IFG Advisory
Georgia
$750K 13,306 -50 -0.4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$722K 12,795 -913 -7%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$685K 12,144 +12,144 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$355K 6,303 -135 -2%
NA
10
NewEdge Advisors
Louisiana
$342K 6,058 -45 -0.7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$334K 5,921 +2,333 +65%
TRCT
12
Tower Research Capital (TRC)
New York
$218K 3,863 +1,156 +43%
Osaic Holdings
13
Osaic Holdings
Arizona
$162K 2,877 -550 -16%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$119K 2,117 +2,117 New
Jones Financial Companies
15
Jones Financial Companies
Missouri
$39.5K 700 +700 New
CA
16
Clearstead Advisors
Ohio
$21.9K 400 -221 -36%
HGERS
17
Householder Group Estate & Retirement Specialist
Arizona
$15.3K 270 +1 +0.4%
UBS Group
18
UBS Group
Switzerland
$12.4K 220 +155 +238%
KFI
19
Key Financial Inc
Pennsylvania
$8.06K 143
Fidelity Investments
20
Fidelity Investments
Massachusetts
$56 1 +1 New
Wells Fargo
21
Wells Fargo
California
$50 1
CFGS
22
Concourse Financial Group Securities
Alabama