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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 $14.3M invested in Invesco S&P 500 Value with Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 1 closing their positions.

Holders
18
Holders Change
–
Holders Change %
0%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$4.12M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$301K
3
Citadel Advisors
3
Citadel Advisors
Florida
$530K
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$46.6K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.74M
2
TRCT
2
Tower Research Capital (TRC)
New York
$233K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$91K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$256K
5
CFG
5
Cooper Financial Group
California
$3.1M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$4.12M 70,580 +31,879 +82%
CFG
2
Cooper Financial Group
California
$3.1M 53,151 -669 -1%
Bank of America
3
Bank of America
North Carolina
$1.88M 32,228 -163 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$1.74M 29,786 -16,898 -36%
IA
5
IFG Advisory
Georgia
$777K 13,306 – –
RJFSA
6
Raymond James Financial Services Advisors
Florida
$747K 12,795 – –
Citadel Advisors
7
Citadel Advisors
Florida
$530K 9,073 +1,715 +23%
NA
8
NewEdge Advisors
Louisiana
$344K 5,881 -173 -3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$301K 5,151 +5,151 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$256K 4,385 -1,616 -27%
TRCT
11
Tower Research Capital (TRC)
New York
$233K 3,995 -2,381 -37%
Osaic Holdings
12
Osaic Holdings
Arizona
$99.3K 1,700 -56 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$91K 1,551 -1,729 -53%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$46.6K 799 +99 +14%
CA
15
Clearstead Advisors
Ohio
$23.4K 400 – –
KFI
16
Key Financial Inc
Pennsylvania
$8.35K 143 – –
UBS Group
17
UBS Group
Switzerland
$526 9 -511 -98%
Wells Fargo
18
Wells Fargo
California
$83 1 -1 -50%
HGERS
19
Householder Group Estate & Retirement Specialist
Arizona
– – -270 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –