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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 $14.6M invested in Invesco S&P 500 Value with Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
18
Holders Change
–
Holders Change %
0%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.08M
2
LPL Financial
2
LPL Financial
California
$4.23M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$427K
4
ACM
4
Accent Capital Management
Ohio
$57.5K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
CFG
2
Cooper Financial Group
California
$2.84M
3
NA
3
NewEdge Advisors
Louisiana
$284K
4
Morgan Stanley
4
Morgan Stanley
New York
$1.67M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$56K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$4.23M 73,515 +2,935 +4%
CFG
2
Cooper Financial Group
California
$2.84M 49,427 -3,724 -7%
Bank of America
3
Bank of America
North Carolina
$2.08M 36,186 +3,958 +12%
Morgan Stanley
4
Morgan Stanley
New York
$1.67M 28,952 -834 -3%
Raymond James Financial
5
Raymond James Financial
Florida
$1.55M 26,948 +26,948 New
IA
6
IFG Advisory
Georgia
$748K 12,998 -308 -2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$427K 7,415 +2,264 +44%
NA
8
NewEdge Advisors
Louisiana
$284K 4,942 -939 -16%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$230K 4,001 -384 -9%
TRCT
10
Tower Research Capital (TRC)
New York
$222K 3,852 -143 -4%
Osaic Holdings
11
Osaic Holdings
Arizona
$97.8K 1,700 – –
ACM
12
Accent Capital Management
Ohio
$57.5K 1,000 +1,000 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$56K 969 -582 -38%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$43K 747 -52 -7%
CA
15
Clearstead Advisors
Ohio
$23K 400 – –
KFI
16
Key Financial Inc
Pennsylvania
$8.23K 143 – –
UBS Group
17
UBS Group
Switzerland
$58 1 -8 -89%
Wells Fargo
18
Wells Fargo
California
$49 1 – –
Citadel Advisors
19
Citadel Advisors
Florida
– – -9,073 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –