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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

212 hedge funds and large institutions have $1.35B invested in Invesco S&P MidCap Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 11 closing their positions.

Holders
212
Holders Change
+42
Holders Change %
+24.71%
% of All Funds
3.07%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
58
Increased
69
Reduced
53
Closed
11
Calls
$356K
Puts
–
Net Calls
+$356K
Net Calls Change
+$356K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$147M
2
TAF
2
Tredje AP-fonden
Sweden
$130M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$49M
4
Ameriprise
4
Ameriprise
Minnesota
$43.4M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$17.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.5M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$30.1M
3
SL
3
Systelligence LLC
Minnesota
$13.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.93M
5
TAM
5
Titleist Asset Management
Texas
$928K
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
26
Aspire Wealth Management
Massachusetts
$11.6M 100,919 +277 +0.3%
CAN
27
Cetera Advisor Networks
California
$11.5M 99,742 +25,360 +34%
Citigroup
28
Citigroup
New York
$10.5M 91,464 +7,490 +9%
GM
29
GeoWealth Management
Illinois
$10.2M 88,614 +88,614 New
UBS Group
30
UBS Group
Switzerland
$9.99M 87,007 +8,033 +10%
PAG
31
Private Advisor Group
New Jersey
$9.85M 85,766 -918 -1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$8.93M 77,751 -24,917 -24%
PS
33
Principal Securities
Iowa
$8.9M 77,487 +52,677 +212%
GVAG
34
Great Valley Advisor Group
Delaware
$8.87M 77,224 -11,270 -13%
MGIA
35
Moneta Group Investment Advisors
Missouri
$8.78M 76,434 +76,434 New
FAIM
36
Financial Advocates Investment Management
Washington
$6.29M 61,258 +16,998 +38%
AAS
37
Avantax Advisory Services
Texas
$5.74M 49,977 +13,607 +37%
IFWM
38
Institute for Wealth Management
Colorado
$5.62M 48,933 +1 +0%
PMG
39
ProVise Management Group
Florida
$5.41M 47,131 +1,931 +4%
LFAS
40
Level Four Advisory Services
Texas
$4.87M 54,226 – –
KAS
41
Kestra Advisory Services
Texas
$4.83M 42,078 +8,740 +26%
SAM
42
Synergy Asset Management
Washington
$4.69M 40,821 +40,821 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$4.61M 40,121 +17,711 +79%
PCIA
44
Prime Capital Investment Advisors
Kansas
$4.38M 38,142 -717 -2%
NA
45
NewEdge Advisors
Louisiana
$4.34M 37,780 +4,656 +14%
UWPG
46
Ullmann Wealth Partners Group
Florida
$4.28M 37,233 +12 +0%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$4.18M 36,421 +36,421 New
FTS
48
Fifth Third Securities
Ohio
$4.02M 34,960 +4,944 +16%
AAS
49
Ameritas Advisory Services
Nebraska
$4.01M 34,933 +6,445 +23%
EH
50
Equitable Holdings
New York
$3.64M 31,708 +5,530 +21%
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