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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

158 hedge funds and large institutions have $969M invested in Invesco S&P MidCap Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
158
Holders Change
+15
Holders Change %
+10.49%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
66
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$89.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$69.6M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$22M
4
Wells Fargo
4
Wells Fargo
California
$63.7M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.19M
2
AWA
2
Arete Wealth Advisors
Illinois
$468M
3
PG
3
Prostatis Group
Maryland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
GM
5
GeoWealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$3.17M 64,189 -723 -1%
AWM
27
AE Wealth Management
Kansas
$3.03M 40,284 +21,183 +111%
Mariner
28
Mariner
Kansas
$3.01M 39,975 +26,420 +195%
UWPG
29
Ullmann Wealth Partners Group
Florida
$2.85M 37,792 -60 -0.2%
PMG
30
ProVise Management Group
Florida
$2.68M 35,652 +8,657 +32%
VCM
31
Verde Capital Management
Michigan
$2.6M 34,489 -5,676 -14%
SWAG
32
Spectrum Wealth Advisory Group
California
$2.29M 30,353 -2,366 -7%
TC
33
Titleist Capital
Texas
$1.97M 26,141 +3,379 +15%
D
34
Diversified
Delaware
$1.83M 24,294 -1,636 -6%
CFD
35
Creative Financial Designs
Indiana
$1.76M 23,353 -365 -2%
FTS
36
Fifth Third Securities
Ohio
$1.69M 22,433 +22,433 New
SEP
37
Southland Equity Partners
Missouri
$1.56M 20,776 +3,346 +19%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$1.55M 20,515 +967 +5%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.53M 20,306 -2,686 -12%
B
40
Bensler
Washington
$1.48M 19,698 +1,546 +9%
AAS
41
Avantax Advisory Services
Texas
$1.44M 19,059 +14,443 +313%
CWM
42
Comprehensive Wealth Management
Washington
$1.29M 17,082 +879 +5%
JWCA
43
J.W. Cole Advisors
Florida
$1.28M 17,012 -193 -1%
HNB
44
Huntington National Bank
Ohio
– – – –
BAM
45
Belpointe Asset Management
Nevada
$1.26M 16,779 +7,346 +78%
Goldman Sachs
46
Goldman Sachs
New York
$1.19M 15,804 -250,000 -94%
FAIM
47
Financial Advocates Investment Management
Washington
$1.13M 15,070 -6,983 -32%
RF
48
Rollins Financial
Georgia
$946K 12,568 +2,717 +28%
CPG
49
Cornerstone Planning Group
New Jersey
$906K 11,959 +11,959 New
PWA
50
PCG Wealth Advisors
Kansas
$902K 11,973 -4,539 -27%
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