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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

367 hedge funds and large institutions have $3.21B invested in Invesco S&P MidCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 147 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+108
Holders Change %
+41.7%
% of All Funds
4.89%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.17%
New
134
Increased
147
Reduced
44
Closed
18
Calls
$148K
Puts
$86K
Net Calls
+$62K
Net Calls Change
-$11K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$459M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$390M
3
CCMG
Clark Capital Management Group
Pennsylvania
$131M
4
LPL Financial
LPL Financial
California
$331M
5
Morgan Stanley
Morgan Stanley
New York
$209M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$0
2
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.15M
4
KAS
Kestra Advisory Services
Texas
$7.52M
5
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
276
SeaCrest Wealth Management
New York
$244K +$244K +1,972 New
CCC
277
Compass Capital Corp
Massachusetts
$230K +$230K +1,741 New
AA
278
Advisory Alpha
Michigan
$229K +$13.8K +112 +6%
AF
279
Apexium Financial
Texas
$229K +$229K +1,850 New
Belvedere Trading
280
Belvedere Trading
Illinois
$227K +$222K +1,796 +4,726%
BRWM
281
Blue Rock Wealth Management
North Carolina
$225K +$225K +1,825 New
Creative Planning
282
Creative Planning
Kansas
$223K +$15.8K +128 +8%
CWA
283
Capital Wealth Alliance
Arizona
$222K – – –
DADC
284
D.A. Davidson & Co
Montana
$218K -$1.85K -15 -0.8%
WAM
285
Worth Asset Management
Texas
$218K +$218K +1,765 New
EFS
286
Essex Financial Services
Connecticut
$211K – – –
LWM
287
Lodestone Wealth Management
Washington
$211K +$211K +1,709 New
IA
288
IFP Advisors
Florida
$207K -$3.07M -24,842 -94%
PSCM
289
Per Stirling Capital Management
Texas
$205K +$205K +1,660 New
NA
290
Nottingham Advisors
New York
$205K +$205K +1,660 New
CCM
291
Crew Capital Management
Ohio
$203K +$203K +1,644 New
IA
292
IFG Advisory
Georgia
$202K +$202K +1,636 New
SAM
293
Synergy Asset Management
Washington
$202K – – –
CAS
294
Coppell Advisory Solutions
Texas
$189K – – –
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$185K – – –
NP
296
NorthRock Partners
Minnesota
$184K +$184K +1,489 New
LDB
297
Lee, Danner & Bass
Tennessee
$179K +$179K +1,450 New
GT
298
Glenmede Trust
Pennsylvania
$175K – – –
CA
299
Clearstead Advisors
Ohio
$173K – – –
Bank of Montreal
300
Bank of Montreal
Ontario, Canada
$164K +$46.3K +375 +39%
10 11
12
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