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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 %
CFGS
326
Concourse Financial Group Securities
Alabama
$42.3K +$10.1K +76 +31%
TWC
327
TD Waterhouse Canada
Ontario, Canada
$40.7K – – –
CP
328
Castleview Partners
Texas
$36.5K – – –
AIC
329
Archer Investment Corporation
Indiana
$32.7K – – –
ACA
330
Aptus Capital Advisors
Alabama
$29.1K +$24.7K +200 +571%
CIAS
331
Capital Investment Advisory Services
North Carolina
$27.9K – – –
Simplex Trading
332
Simplex Trading
Illinois
$26K +$20.2K +168 +350%
PP
333
Pacifica Partners
Canada
$24.8K – – –
AWM
334
Avior Wealth Management
Nebraska
$24.7K – – –
GWSG
335
GPS Wealth Strategies Group
Colorado
$23.3K +$17.2K +139 +278%
WP
336
WealthShield Partners
North Carolina
$23K +$23K +186 New
OSAM
337
O'Shaughnessy Asset Management
Connecticut
$21.5K +$124 +1 +0.6%
National Bank of Canada
338
National Bank of Canada
Quebec, Canada
$17K -$69.2K -560 -80%
RI
339
Ridgewood Investments
New Jersey
$14.8K – – –
RFA
340
Register Financial Advisors
Georgia
$13.2K – – –
AF
341
Advisornet Financial
Minnesota
$12.4K – – –
JFA
342
JNBA Financial Advisors
Minnesota
$11.1K – – –
TAM
343
Tucker Asset Management
Colorado
$11.1K +$11.1K +90 New
SIS
344
Strategic Investment Solutions
Illinois
$10.3K – – –
IWP
345
IAG Wealth Partners
Wisconsin
$9.14K -$27.5K -223 -75%
EWA
346
EverSource Wealth Advisors
Alabama
$8.77K +$8.77K +71 New
PB
347
Pinnacle Bancorp
Nebraska
$8.52K – – –
PBK
348
Peoples Bank (Kansas)
Kansas
$8.28K – – –
GA
349
GoalVest Advisory
New York
$7.78K -$13K -105 -63%
AWM
350
Abound Wealth Management
Tennessee
$7.21K – – –
12 13
14
15 16