We are live on ! Find out more
XMMO icon

Invesco S&P MidCap Momentum ETF

130 hedge funds and large institutions have $411M invested in Invesco S&P MidCap Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

6% more funds holding

Funds holding: 123130 (+7)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

3.53% less ownership

Funds ownership: 48.06%44.52% (-3.5%)

11% less capital invested

Capital invested by funds: $462M → $411M (-$50.9M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
22
Increased
41
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$2.92M +$1.06M +12,593 +59%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$2.86M -$7.3K -87 -0.3%
UBS Group
28
UBS Group
Switzerland
$2.79M -$675K -8,035 -20%
KAS
29
Kestra Advisory Services
Texas
$2.59M -$152K -1,809 -6%
Barclays
30
Barclays
United Kingdom
$2.59M +$2.54M +30,209 New
ACM
31
AlphaStar Capital Management
North Carolina
$2.4M +$7.72K +92 +0.3%
CAN
32
Cetera Advisor Networks
California
$2.31M +$727K +8,660 +47%
SPC
33
Sigma Planning Corp
Michigan
$2.26M +$179K +2,136 +9%
NA
34
NewEdge Advisors
Louisiana
$2.2M -$35.2K -419 -2%
GSWM
35
Golden State Wealth Management
California
$2.16M +$2.12M +25,252 New
Stifel Financial
36
Stifel Financial
Missouri
$2.13M -$1.41M -16,792 -40%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.88M +$843K +10,041 +85%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$1.74M +$51.6K +615 +3%
Citadel Advisors
39
Citadel Advisors
Florida
$1.74M -$105K -1,249 -6%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.7M +$1.24M +14,746 +288%
IA
41
Insight Advisors
Pennsylvania
$1.55M -$52.5K -625 -3%
JWCA
42
J.W. Cole Advisors
Florida
$1.29M +$66.7K +794 +6%
SEP
43
Southland Equity Partners
Missouri
$1.16M +$185K +2,203 +20%
PA
44
PSI Advisors
Florida
$1.12M -$49.7K -592 -4%
FTUS
45
Flow Traders U.S.
New York
$1.1M +$1.08M +12,843 New
CAGAS
46
Capital Advisory Group Advisory Services
Minnesota
$1.07M -$25.2K -300 -2%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$1.06M -$632K -7,524 -38%
CRI
48
Colonial River Investments
Virginia
$854K -$90.8K -1,082 -10%
SWM
49
Spire Wealth Management
Virginia
$838K +$168 +2 +0%
SWM
50
Sculati Wealth Management
Michigan
$810K +$62.1K +740 +8%