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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

259 hedge funds and large institutions have $1.4B invested in Invesco S&P MidCap Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 50 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+19
Holders Change %
+7.92%
% of All Funds
3.75%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
48
Increased
115
Reduced
50
Closed
27
Calls
$229K
Puts
$156K
Net Calls
+$73K
Net Calls Change
+$73K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
LPL Financial
2
LPL Financial
California
$210M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$51.7M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$57.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$14.3M

Top Sellers

1
TAF
1
Tredje AP-fonden
Sweden
$0
2
MCC
2
Money Concepts Capital
Florida
$42.2M
3
MWM
3
MinichMacGregor Wealth Management
New York
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$27M
5
OWG
5
Oxford Wealth Group
Florida
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
226
Capital Analysts LLC
Pennsylvania
$32K – – –
AIC
227
Archer Investment Corporation
Indiana
$31.9K – – –
GJIA
228
Glass Jacobson Investment Advisors
Maryland
$30.7K +$3.13K +26 +11%
HR
229
Howe & Rusling
New York
$30.2K +$30.2K +251 New
CFGS
230
Concourse Financial Group Securities
Alabama
$29.1K – – –
CIAS
231
Capital Investment Advisory Services
North Carolina
$27.1K +$27.1K +225 New
AWM
232
Avior Wealth Management
Nebraska
$24.1K -$12K -100 -33%
PP
233
Pacifica Partners
Canada
$24.1K +$24.1K +200 New
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$21.5K – – –
GA
235
GoalVest Advisory
New York
$20.2K +$20.2K +168 New
AssetMark Inc
236
AssetMark Inc
California
$16K +$16K +133 New
RI
237
Ridgewood Investments
New Jersey
$14.4K – – –
RFA
238
Register Financial Advisors
Georgia
$12.9K – – –
AF
239
Advisornet Financial
Minnesota
$12K – – –
JFA
240
JNBA Financial Advisors
Minnesota
$10.8K +$10.8K +90 New
SIS
241
Strategic Investment Solutions
Illinois
$9.99K – – –
PB
242
Pinnacle Bancorp
Nebraska
$8.3K – – –
VF
243
VitalStone Financial
Texas
$8.18K +$8.18K +68 New
PBK
244
Peoples Bank (Kansas)
Kansas
$8.06K – – –
CTC
245
Central Trust Company
Missouri
$7.82K +$7.82K +65 New
AWM
246
Abound Wealth Management
Tennessee
$7.02K – – –
CT
247
Colonial Trust
South Carolina
$6.73K -$481 -4 -7%
CPA
248
Clear Point Advisors
New York
$6.03K – – –
GWSG
249
GPS Wealth Strategies Group
Colorado
$6.02K – – –
JFG
250
JDM Financial Group
Texas
$6.02K +$6.02K +50 New
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10
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