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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

94 hedge funds and large institutions have $248M invested in Invesco S&P MidCap Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-10
Holders Change %
-9.62%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
13
Increased
33
Reduced
33
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$47M
2
LPL Financial
LPL Financial
California
$16.4M
3
CFD
Creative Financial Designs
Indiana
$4.52M
4
SA
Stewardship Advisors
Pennsylvania
$3.89M
5
Stifel Financial
Stifel Financial
Missouri
$4.14M

Top Sellers

1
CFG
CMC Financial Group
Georgia
$0
2
IAA
Independent Advisor Alliance
North Carolina
$0
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.09M
4
TCWM
Total Clarity Wealth Management
Illinois
$0
5
RJA
Raymond James & Associates
Florida
$4.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWPG
26
Ullmann Wealth Partners Group
Florida
$2.23M -$13K -264 -0.6%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$2.09M -$4.25M -86,456 -67%
TVAMP
28
Tennessee Valley Asset Management Partners
Tennessee
$1.62M +$210K +4,271 +15%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.38M +$300K +6,120 +28%
FAAS
30
First Allied Advisory Services
California
$1.33M +$216K +4,408 +20%
SWAG
31
Spectrum Wealth Advisory Group
California
$1.31M +$57.1K +1,163 +5%
Citadel Advisors
32
Citadel Advisors
Florida
$1.3M +$296K +6,022 +29%
RICHC
33
Renaissance Investment Consultants Holding Company
Pennsylvania
$1.27M +$1.27M +25,859 New
SPC
34
Sigma Planning Corp
Michigan
$1.26M -$3.31M -67,472 -72%
PA
35
PSI Advisors
Florida
$1.16M -$285K -5,810 -20%
CAN
36
Cetera Advisor Networks
California
$1.1M +$300K +6,105 +37%
OC
37
Oppenheimer & Co
New York
$1.07M +$172K +3,499 +19%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$1.05M +$218K +4,442 +26%
NEIRG
39
New England Investment & Retirement Group
Massachusetts
$902K +$28.9K +588 +3%
TAIM
40
TD Ameritrade Investment Management
Nebraska
$838K +$838K +17,074 +853,700%
TSS
41
Two Sigma Securities
New York
$752K +$752K +15,322 New
DADC
42
D.A. Davidson & Co
Montana
$660K +$307K +6,258 +87%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$650K -$100K -2,041 -13%
UBS Group
44
UBS Group
Switzerland
$639K +$166K +3,386 +35%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$537K -$494K -10,068 -48%
NA
46
NewEdge Advisors
Louisiana
$469K -$261K -5,304 -36%
EH
47
Equitable Holdings
New York
$441K -$612K -12,481 -58%
KM
48
Kalos Management
Georgia
$435K +$435K +7,743 New
AW
49
ACG Wealth
Georgia
$416K -$52.4K -1,068 -11%
CAC
50
Certified Advisory Corp
Florida
$400K +$5.94K +121 +2%
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