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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 %
WWM
251
Wagner Wealth Management
South Carolina
$5.42K +$1.2K +10 +29%
Simplex Trading
252
Simplex Trading
Illinois
$5K -$20.4K -196 -80%
Belvedere Trading
253
Belvedere Trading
Illinois
$4.57K +$4.57K +38 New
ACA
254
Aptus Capital Advisors
Alabama
$4.21K – – –
S
255
Syntrinsic
Colorado
$3.61K +$3.61K +30 New
NL
256
NVWM LLC
Pennsylvania
$2.53K +$482 +4 +24%
MSG
257
Main Street Group
Virginia
$2.41K +$2.41K +20 New
TCG
258
Transcendent Capital Group
Oklahoma
$2.29K – – –
NECFA
259
New England Capital Financial Advisors
Connecticut
$724 – – –
PCMC
260
Planning Capital Management Corporation
Pennsylvania
$121 – – –
GSEP
261
Golden State Equity Partners
California
$14 – – –
TAF
262
Tredje AP-fonden
Sweden
– -$129M -1,132,183 Closed
MWM
263
MinichMacGregor Wealth Management
New York
– -$9.2M -80,748 Closed
PFA
264
Pinnacle Family Advisors
Missouri
– -$2.99M -26,221 Closed
KWM
265
KFG Wealth Management
Indiana
– -$2.94M -25,807 Closed
TF
266
Trek Financial
Arizona
– -$2.85M -25,015 Closed
OAS
267
Optivise Advisory Services
Tennessee
– -$2.45M -21,534 Closed
EE
268
EWG Elevate
California
– -$1.61M -14,087 Closed
D.E. Shaw & Co
269
D.E. Shaw & Co
New York
– -$1.53M -13,437 Closed
FEM
270
Fulcrum Equity Management
Texas
– -$1.5M -13,125 Closed
Susquehanna International Group
271
Susquehanna International Group
Pennsylvania
– -$1.1M -9,654 Closed
Goldman Sachs
272
Goldman Sachs
New York
– -$592K -5,193 Closed
TI
273
Trexquant Investment
Connecticut
– -$523K -4,590 Closed
SFA
274
Sequoia Financial Advisors
Ohio
– -$396K -3,470 Closed
CCAL
275
City Center Advisors LLC
Michigan
– -$397K -3,458 Closed
8 9 10
11
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