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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 %
GSWM
351
Golden State Wealth Management
California
$6.79K +$6.79K +55 New
CA
352
CoreCap Advisors
Michigan
$6.79K +$6.79K +55 New
PA
353
Parallel Advisors
California
$6.67K +$6.67K +54 New
JFG
354
JDM Financial Group
Texas
$6.18K – – –
AF
355
Allworth Financial
California
$6.13K +$6.13K +46 New
CT
356
Colonial Trust
South Carolina
$5.87K -$1.12K -9 -16%
RTL
357
Red Tortoise LLC
Georgia
$5.69K +$5.69K +46 New
WWM
358
Wagner Wealth Management
South Carolina
$5.56K – – –
DJSG
359
D.J. St. Germain
Massachusetts
$4.7K +$4.7K +38 New
KWM
360
Kiker Wealth Management
Georgia
$4.32K +$4.32K +35 New
CIA
361
Cape Investment Advisory
Georgia
$4.32K +$4.32K +35 New
NL
362
NVWM LLC
Pennsylvania
$2.6K – – –
MSG
363
Main Street Group
Virginia
$2.48K +$118 +1 +5%
LC
364
Luminist Capital
Michigan
$2.22K +$2.22K +18 New
CPBTD
365
Central Pacific Bank - Trust Division
Hawaii
$2.1K +$2.1K +17 New
TFA
366
Toth Financial Advisory
Virginia
$1.48K +$1.48K +12 New
RFA
367
Reyes Financial Architecture
California
$1.11K +$1.11K +9 New
NECFA
368
New England Capital Financial Advisors
Connecticut
$744 – – –
Prudential Financial
369
Prudential Financial
New Jersey
– -$14.3M -118,906 Closed
ZIMP
370
Zimmermann Investment Management & Planning
Pennsylvania
– -$6.63M -55,071 Closed
APSPRSPT
371
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
– -$3.39M -28,212 Closed
FTUS
372
Flow Traders U.S.
New York
– -$1.56M -12,995 Closed
EFG
373
Ethos Financial Group
Pennsylvania
– -$984K -8,179 Closed
FHC
374
First Heartland Consultants
Missouri
– -$718K -5,966 Closed
OMC
375
Old Mission Capital
Illinois
– -$498K -4,139 Closed
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