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

22 hedge funds and large institutions have $27.1M invested in Invesco S&P 500 Value with Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
5
Increased
4
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWG
1
Beta Wealth Group
California
$8.09M
2
CWMGP
2
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.41M
3
LPL Financial
3
LPL Financial
California
$4.68M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.81M
5
PTC
5
Private Trust Company
Ohio
$138K

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$1.15M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$269K
3
CFG
3
Cooper Financial Group
California
$2.75M
4
TRCT
4
Tower Research Capital (TRC)
New York
$145K
5
Bank of America
5
Bank of America
North Carolina
$2.05M
Name Market Value Shares Shares
Change 		Shares
Change %
BWG
1
Beta Wealth Group
California
$8.09M 140,956 +140,956 New
LPL Financial
2
LPL Financial
California
$4.68M 81,582 +8,067 +11%
CWMGP
3
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.41M 76,790 +76,790 New
CFG
4
Cooper Financial Group
California
$2.75M 47,960 -1,467 -3%
Bank of America
5
Bank of America
North Carolina
$2.05M 35,746 -440 -1%
Morgan Stanley
6
Morgan Stanley
New York
$1.81M 31,550 +2,598 +9%
Raymond James Financial
7
Raymond James Financial
Florida
$1.15M 20,050 -6,898 -26%
IA
8
IFG Advisory
Georgia
$746K 12,998 – –
NA
9
NewEdge Advisors
Louisiana
$280K 4,873 -69 -1%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$269K 4,695 -2,720 -37%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$229K 3,996 -5 -0.1%
TRCT
12
Tower Research Capital (TRC)
New York
$145K 2,531 -1,321 -34%
PTC
13
Private Trust Company
Ohio
$138K 2,400 +2,400 New
Osaic Holdings
14
Osaic Holdings
Arizona
$137K 2,382 +682 +40%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$101K 1,775 +1,028 +138%
ACM
16
Accent Capital Management
Ohio
$57.4K 1,000 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$40K 701 -268 -28%
AF
18
Abound Financial
California
$31.5K 550 +550 New
CA
19
Clearstead Advisors
Ohio
$22.9K 400 – –
KFI
20
Key Financial Inc
Pennsylvania
$8.2K 143 – –
SS
21
Sunbelt Securities
Texas
$688 12 +12 New
Wells Fargo
22
Wells Fargo
California
$70 1 – –
UBS Group
23
UBS Group
Switzerland
– – -1 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –