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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

138 hedge funds and large institutions have $377M invested in Invesco S&P MidCap Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
15
Increased
49
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$18.9M
2
Wells Fargo
2
Wells Fargo
California
$47.8M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$16.8M
5
LPL Financial
5
LPL Financial
California
$54.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
VCM
2
Verde Capital Management
Michigan
$6.82M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$0
4
APWA
4
Atlas Private Wealth Advisors
New Jersey
$492K
5
AWM
5
AE Wealth Management
Kansas
$424K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.71M +$2.34M +32,902 +631%
UWPG
27
Ullmann Wealth Partners Group
Florida
$2.69M +$427 +6 +0%
SWAG
28
Spectrum Wealth Advisory Group
California
$2.59M -$77.8K -1,094 -3%
D
29
Diversified
Delaware
$2.37M -$333K -4,687 -12%
CFD
30
Creative Financial Designs
Indiana
$2.27M +$19.8K +279 +0.9%
FAIM
31
Financial Advocates Investment Management
Washington
$1.71M +$62.8K +883 +4%
Stifel Financial
32
Stifel Financial
Missouri
$1.68M -$91.1K -1,281 -5%
PMG
33
ProVise Management Group
Florida
$1.66M +$665K +9,354 +67%
KAS
34
Kestra Advisory Services
Texas
$1.64M +$1.06M +14,860 +183%
SPC
35
Sigma Planning Corp
Michigan
$1.55M -$97.5K -1,370 -6%
SWP
36
Stratos Wealth Partners
Ohio
$1.44M +$932K +13,097 +183%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.41M -$88.6K -1,246 -6%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$1.38M -$122K -1,713 -8%
JWCA
39
J.W. Cole Advisors
Florida
$1.22M -$3.49K -49 -0.3%
SEP
40
Southland Equity Partners
Missouri
$1.16M +$28.2K +397 +2%
AAS
41
Ameritas Advisory Services
Nebraska
$1.13M -$358K -5,038 -24%
CWM
42
Comprehensive Wealth Management
Washington
$1.11M +$269K +3,778 +32%
DADC
43
D.A. Davidson & Co
Montana
$1.1M +$486K +6,826 +79%
NA
44
NewEdge Advisors
Louisiana
$986K -$181K -2,544 -16%
CAGAS
45
Capital Advisory Group Advisory Services
Minnesota
$940K -$124K -1,589 -12%
JCA
46
January Capital Advisors
California
$880K – – –
MIAN
47
Mariner Independent Advisor Network
Kansas
$877K +$877K +12,327 New
SWM
48
Sculati Wealth Management
Michigan
$812K +$25.7K +362 +3%
KWM
49
Kingsview Wealth Management
Oregon
$791K +$604K +8,490 +324%
PA
50
PSI Advisors
Florida
$786K -$32.7K -460 -4%
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