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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 %
Bessemer Group
301
Bessemer Group
New Jersey
$162K – – –
NWMP
302
Noble Wealth Management PBC
Colorado
$160K +$160K +1,297 New
RIA
303
Realta Investment Advisors
Delaware
$138K +$138K +1,095 New
RMP
304
Richards, Merrill & Peterson
Washington
$135K +$135K +1,089 New
IRC
305
Investors Research Corp
Georgia
$133K +$44.6K +361 +50%
CFB
306
Cullen/Frost Bankers
Texas
$114K +$114K +925 New
WTFG
307
Wood Tarver Financial Group
Idaho
$95K +$95K +776 New
AssetMark Inc
308
AssetMark Inc
California
$91.9K +$75.5K +611 +459%
FFA
309
Farther Finance Advisors
California
$84.3K -$9.51K -77 -10%
FCAS
310
First Command Advisory Services
Texas
$81.3K +$18.8K +152 +30%
PSFG
311
Park Square Financial Group
Georgia
$80.2K +$80.2K +649 New
CAL
312
Capital Analysts LLC
Pennsylvania
$78K +$45.2K +366 +138%
NFSG
313
Newbridge Financial Services Group
Florida
$76.8K – – –
HIA
314
Harbor Investment Advisory
Maryland
$71K – – –
BF
315
BOK Financial
Oklahoma
$70.2K – – –
RFS
316
Richardson Financial Services
Massachusetts
$69.7K +$69.7K +563 New
FFL
317
Financial Freedom LLC
Ohio
$68.8K +$123 +1 +0.2%
TCG
318
Transcendent Capital Group
Oklahoma
$65.5K +$63.1K +511 +2,689%
LFG
319
Larson Financial Group
Missouri
$57.4K +$123 +1 +0.2%
TLA
320
Tanglewood Legacy Advisors
Texas
$55K – – –
AG
321
AmeriFlex Group
Nevada
$51.3K +$51.3K +393 New
GJIA
322
Glass Jacobson Investment Advisors
Maryland
$51.2K +$19.8K +160 +63%
SIM
323
Synergy Investment Management
Florida
$48.5K +$48.5K +393 New
HBW
324
Hazlett, Burt & Watson
West Virginia
$47K +$47K +381 New
CSB
325
City State Bank
Iowa
$43.2K – – –
11 12
13
14 15