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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

153 hedge funds and large institutions have $512M invested in Invesco S&P MidCap Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 62 reducing their positions, and 14 closing their positions.

Holders
153
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
50
Reduced
62
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$21.2M
2
BFA
2
BMS Financial Advisors
South Dakota
$3.33M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$3.16M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.9M
5
FAIM
5
Financial Advocates Investment Management
Washington
$3.11M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$35.2M
2
LPL Financial
2
LPL Financial
California
$89.6M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$32.2M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
26
BMS Financial Advisors
South Dakota
$3.33M 41,886 +41,886 New
PCIA
27
Prime Capital Investment Advisors
Kansas
$3.16M 39,713 +39,713 New
FAIM
28
Financial Advocates Investment Management
Washington
$3.11M 39,156 +24,107 +160%
UWPG
29
Ullmann Wealth Partners Group
Florida
$3M 37,767 -102 -0.3%
NA
30
NewEdge Advisors
Louisiana
$2.71M 34,140 +6,651 +24%
KAS
31
Kestra Advisory Services
Texas
$2.44M 30,721 +10,776 +54%
TAM
32
Titleist Asset Management
Texas
$2.4M 30,188 +1,291 +4%
RL
33
Retireful LLC
Michigan
$2.18M 27,352 +17,211 +170%
VCM
34
Verde Capital Management
Michigan
$2.12M 26,644 -2,156 -7%
AAS
35
Avantax Advisory Services
Texas
$2.02M 25,344 -1,042 -4%
SWAG
36
Spectrum Wealth Advisory Group
California
$1.97M 24,795 -4,086 -14%
WIA
37
World Investment Advisors
California
$1.89M 23,738 +17,452 +278%
D
38
Diversified
Delaware
$1.76M 22,186 -993 -4%
SEP
39
Southland Equity Partners
Missouri
$1.67M 21,062 -114 -0.5%
HNB
40
Huntington National Bank
Ohio
– – – –
FTS
41
Fifth Third Securities
Ohio
$1.49M 18,763 -6,746 -26%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.49M 18,839 +8,900 +90%
JWCA
43
J.W. Cole Advisors
Florida
$1.47M 18,469 +234 +1%
LTL
44
Lowery Thomas LLC
California
$1.43M 18,013 +43 +0.2%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$1.41M 17,778 -1,784 -9%
AWM
46
AE Wealth Management
Kansas
$1.38M 17,309 -11,714 -40%
TFS
47
Thoroughbred Financial Services
Tennessee
$1.38M 17,311 -81 -0.5%
AC
48
Anson Capital
Georgia
$1.34M 16,868 +8,413 +100%
SWP
49
Stratos Wealth Partners
Ohio
$1.29M 16,175 +2,902 +22%
CWM
50
Comprehensive Wealth Management
Washington
$1.26M 15,796 -664 -4%
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