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Invesco S&P MidCap Momentum ETF

242 hedge funds and large institutions have $1.33B invested in Invesco S&P MidCap Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 25

41% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 59

13% more funds holding

Funds holding: 214242 (+28)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2% less capital invested

Capital invested by funds: $1.35B → $1.33B (-$23.8M)

5.18% less ownership

Funds ownership: 66.55%61.37% (-5.2%)

Holders
242
Holders Change
+28
Holders Change %
+13.08%
% of All Funds
3.5%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
56
Increased
83
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWMG
226
Redwood Wealth Management Group
New Jersey
$10.1K +$10K +89 New
PAI
227
Pittenger & Anderson Inc
Nebraska
$8.21K +$8.13K +72 New
PB
228
Pinnacle Bancorp
Nebraska
$7.87K
PBK
229
Peoples Bank (Kansas)
Kansas
$7.64K
SIS
230
Strategic Investment Solutions
Illinois
$6.98K +$9.37K +83 New
CT
231
Colonial Trust
South Carolina
$6.83K
AWM
232
Abound Wealth Management
Tennessee
$6.64K
CPA
233
Clear Point Advisors
New York
$5.7K +$5.64K +50 New
GWSG
234
GPS Wealth Strategies Group
Colorado
$5.7K
IWP
235
IAG Wealth Partners
Wisconsin
$5.59K
ATPW
236
Ashton Thomas Private Wealth
Arizona
$5.13K +$5.08K +45 New
TRCT
237
Tower Research Capital (TRC)
New York
$4.45K +$4.4K +39 New
WWMSC
238
Wagner Wealth Management (South Carolina)
South Carolina
$3.99K
ACA
239
Aptus Capital Advisors
Alabama
$3.99K +$3.95K +35 New
TCG
240
Transcendent Capital Group
Oklahoma
$2.17K
NL
241
NVWM LLC
Pennsylvania
$1.94K
NECFA
242
New England Capital Financial Advisors
Connecticut
$685
FHC
243
First Heartland Consultants
Missouri
$624 +$318K +2,814 +106%
PCMC
244
Planning Capital Management Corporation
Pennsylvania
$114 +$113 +1 New
CCMG
245
Clark Capital Management Group
Pennsylvania
-$49M -426,997 Closed
WA
246
Win Advisors
Florida
-$15.3M -133,328 Closed
SAM
247
Synergy Asset Management
Washington
-$4.69M -40,821 Closed
Envestnet Portfolio Solutions
248
Envestnet Portfolio Solutions
Illinois
-$4.18M -36,421 Closed
Jane Street
249
Jane Street
New York
-$2.86M -24,870 Closed
NL
250
NWAM LLC
Washington
-$1.7M -14,849 Closed