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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

240 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, 82 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+28
Holders Change %
+13.21%
% of All Funds
3.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
56
Increased
82
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
Money Concepts Capital
Florida
$79.3M
2
AWM
Affinity Wealth Management
Delaware
$28.5M
3
Wells Fargo
Wells Fargo
California
$62.9M
4
GVAG
Great Valley Advisor Group
Delaware
$20.5M
5
MWM
MinichMacGregor Wealth Management
New York
$9.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.5M
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
WA
Win Advisors
Florida
$0
4
BCI
Brinker Capital Investments
Pennsylvania
$245K
5
OPS
Orion Portfolio Solutions
Nebraska
$245K
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
226
Pinnacle Bancorp
Nebraska
$7.87K – – –
PBK
227
Peoples Bank (Kansas)
Kansas
$7.64K – – –
SIS
228
Strategic Investment Solutions
Illinois
$6.98K +$6.98K +83 New
CT
229
Colonial Trust
South Carolina
$6.84K – – –
AWM
230
Abound Wealth Management
Tennessee
$6.64K – – –
CPA
231
Clear Point Advisors
New York
$5.7K +$5.7K +50 New
GWSG
232
GPS Wealth Strategies Group
Colorado
$5.7K – – –
IWP
233
IAG Wealth Partners
Wisconsin
$5.59K – – –
ATPW
234
Ashton Thomas Private Wealth
Arizona
$5.13K +$5.13K +45 New
TRCT
235
Tower Research Capital (TRC)
New York
$4.45K +$4.45K +39 New
WWM
236
Wagner Wealth Management
South Carolina
$3.99K – – –
ACA
237
Aptus Capital Advisors
Alabama
$3.99K +$3.99K +35 New
TCG
238
Transcendent Capital Group
Oklahoma
$2.17K – – –
NL
239
NVWM LLC
Pennsylvania
$1.94K – – –
NECFA
240
New England Capital Financial Advisors
Connecticut
$685 – – –
FHC
241
First Heartland Consultants
Missouri
$624 +$321 +2,814 +106%
PCMC
242
Planning Capital Management Corporation
Pennsylvania
$114 +$114 +1 New
CCMG
243
Clark Capital Management Group
Pennsylvania
– -$49M -426,997 Closed
WA
244
Win Advisors
Florida
– -$15.3M -133,328 Closed
SAM
245
Synergy Asset Management
Washington
– -$4.69M -40,821 Closed
Envestnet Portfolio Solutions
246
Envestnet Portfolio Solutions
Illinois
– -$4.18M -36,421 Closed
Jane Street
247
Jane Street
New York
– -$2.86M -24,870 Closed
NL
248
NWAM LLC
Washington
– -$1.7M -14,849 Closed
SWM
249
SigFig Wealth Management
California
– -$1.69M -14,727 Closed
CWA
250
Centennial Wealth Advisory
Michigan
– -$1.37M -11,921 Closed
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