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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

146 hedge funds and large institutions have $457M invested in Invesco S&P MidCap Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
146
Holders Change
+19
Holders Change %
+14.96%
% of All Funds
2.25%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.11%
New
31
Increased
48
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$61.4M
2
APWA
2
Atlas Private Wealth Advisors
New Jersey
$4.53M
3
Ameriprise
3
Ameriprise
Minnesota
$18.4M
4
JWCA
4
J.W. Cole Advisors
Florida
$1.5M
5
CAN
5
Cetera Advisor Networks
California
$4.05M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$1.2M
2
AWM
2
AE Wealth Management
Kansas
$7.1M
3
Wells Fargo
3
Wells Fargo
California
$47.8M
4
KAS
4
Kestra Advisory Services
Texas
$1.93M
5
CAGAS
5
Capital Advisory Group Advisory Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
D
26
Diversified
Delaware
$3.78M -$434K -4,769 -10%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$3.73M +$499K +5,490 +15%
UBS Group
28
UBS Group
Switzerland
$3.6M +$431K +4,742 +14%
UWPG
29
Ullmann Wealth Partners Group
Florida
$3.43M -$12.6K -139 -0.4%
CFD
30
Creative Financial Designs
Indiana
$2.82M -$124K -1,359 -4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.66M +$367K +4,031 +16%
GSWM
32
Golden State Wealth Management
California
$2.54M +$151K +1,657 +6%
ACM
33
AlphaStar Capital Management
North Carolina
$2.52M -$11.9K -135 -0.5%
Stifel Financial
34
Stifel Financial
Missouri
$2.26M +$31.2K +343 +1%
SPC
35
Sigma Planning Corp
Michigan
$2.1M -$96.1K -1,056 -4%
AAS
36
Ameritas Advisory Services
Nebraska
$2.01M +$2.01M +22,087 New
BFEC
37
Benjamin F. Edwards & Company
Missouri
$1.97M -$4.73K -52 -0.2%
KAS
38
Kestra Advisory Services
Texas
$1.93M -$1.64M -18,027 -46%
WA
39
Win Advisors
Florida
$1.9M +$1.9M +20,834 New
NA
40
NewEdge Advisors
Louisiana
$1.82M -$780K -8,581 -30%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.69M +$949K +10,442 +129%
AA
42
Advisory Alpha
Michigan
$1.67M +$1.3M +14,327 +356%
AIP
43
Almanack Investment Partners
Pennsylvania
$1.55M +$5K +55 +0.3%
JWCA
44
J.W. Cole Advisors
Florida
$1.5M +$1.5M +16,455 New
SEP
45
Southland Equity Partners
Missouri
$1.3M +$66.6K +732 +5%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$1.27M -$81.3K -894 -6%
GM
47
GeoWealth Management
Illinois
$1.2M -$15.4M -168,857 -93%
PA
48
PSI Advisors
Florida
$1.1M -$15.2K -167 -1%
PMG
49
ProVise Management Group
Florida
$1.04M +$262K +2,883 +34%
SWM
50
Sculati Wealth Management
Michigan
$963K +$69.5K +765 +8%
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