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Invesco S&P 500 Value with Momentum ETF
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Overview Fund Activity

18 hedge funds and large institutions have $12.5M invested in Invesco S&P 500 Value with Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
5
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TRCT
1
Tower Research Capital (TRC)
New York
$345K
2
Morgan Stanley
2
Morgan Stanley
New York
$2.53M
3
Bank of America
3
Bank of America
North Carolina
$1.76M
4
UBS Group
4
UBS Group
Switzerland
$28.2K
5
Wells Fargo
5
Wells Fargo
California
$96

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$399K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
LPL Financial
3
LPL Financial
California
$2.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$178K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFG
1
Cooper Financial Group
California
$2.92M 53,820 -2,203 -4%
Morgan Stanley
2
Morgan Stanley
New York
$2.53M 46,684 +1,299 +3%
LPL Financial
3
LPL Financial
California
$2.1M 38,701 -3,501 -8%
Bank of America
4
Bank of America
North Carolina
$1.76M 32,391 +370 +1%
IA
5
IFG Advisory
Georgia
$721K 13,306 – –
RJFSA
6
Raymond James Financial Services Advisors
Florida
$693K 12,795 – –
Citadel Advisors
7
Citadel Advisors
Florida
$399K 7,358 -17,482 -70%
TRCT
8
Tower Research Capital (TRC)
New York
$345K 6,376 +2,513 +65%
NA
9
NewEdge Advisors
Louisiana
$328K 6,054 -4 -0.1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$325K 6,001 -302 -5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$178K 3,280 -2,641 -45%
Osaic Holdings
12
Osaic Holdings
Arizona
$95.1K 1,756 -1,121 -39%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$37.9K 700 – –
UBS Group
14
UBS Group
Switzerland
$28.2K 520 +300 +136%
CA
15
Clearstead Advisors
Ohio
$21.7K 400 – –
HGERS
16
Householder Group Estate & Retirement Specialist
Arizona
$14K 270 – –
KFI
17
Key Financial Inc
Pennsylvania
$7.75K 143 – –
Wells Fargo
18
Wells Fargo
California
$96 2 +1 +100%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
– – -12,144 Closed
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
– – -2,117 Closed
Fidelity Investments
21
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –