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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

240 hedge funds and large institutions have $1.33B invested in Invesco S&P MidCap Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 82 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
240
Holders Change
+28
Holders Change %
+13.21%
% of All Funds
3.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
56
Increased
82
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$79.3M
2
AWM
2
Affinity Wealth Management
Delaware
$28.5M
3
Wells Fargo
3
Wells Fargo
California
$62.9M
4
GVAG
4
Great Valley Advisor Group
Delaware
$20.5M
5
MWM
5
MinichMacGregor Wealth Management
New York
$9.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27.5M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
WA
3
Win Advisors
Florida
$0
4
OPS
4
Orion Portfolio Solutions
Nebraska
$245K
5
BCI
5
Brinker Capital Investments
Pennsylvania
$245K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Aspire Wealth Management
Massachusetts
$11.9M +$375K +3,286 +3%
PAG
27
Private Advisor Group
New Jersey
$11.4M +$1.65M +14,506 +17%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$11M -$6.1M -53,537 -36%
KAS
29
Kestra Advisory Services
Texas
$9.88M +$5.09M +44,613 +106%
MWM
30
MinichMacGregor Wealth Management
New York
$9.2M +$9.2M +80,748 New
MGIA
31
Moneta Group Investment Advisors
Missouri
$8.71M +$2.28K +20 +0%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$8.29M -$572K -5,014 -6%
HighTower Advisors
33
HighTower Advisors
Illinois
$8M +$4.65M +40,882 +139%
LFAS
34
Level Four Advisory Services
Texas
$6.89M +$711K +6,236 +12%
AAS
35
Avantax Advisory Services
Texas
$6.22M +$528K +4,632 +9%
FAIM
36
Financial Advocates Investment Management
Washington
$5.92M -$1.06M -9,330 -15%
KA
37
Kovack Advisors
Florida
$5.71M +$5.71M +50,135 New
IFWM
38
Institute for Wealth Management
Colorado
$5.55M -$25.6K -225 -0.5%
FTS
39
Fifth Third Securities
Ohio
$5.46M +$1.47M +12,915 +37%
PMG
40
ProVise Management Group
Florida
$5.46M +$83.3K +731 +2%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$5.42M +$850K +7,460 +19%
FP
42
Fiduciary Planning
Florida
$4.91M +$4.91M +43,093 New
NA
43
NewEdge Advisors
Louisiana
$4.81M +$501K +4,396 +12%
EH
44
Equitable Holdings
New York
$4.28M +$664K +5,829 +18%
UWPG
45
Ullmann Wealth Partners Group
Florida
$4.24M +$684 +6 +0%
PCIA
46
Prime Capital Investment Advisors
Kansas
$4.04M -$311K -2,731 -7%
AAS
47
Ameritas Advisory Services
Nebraska
$3.95M -$33.5K -294 -0.8%
TFS
48
Thoroughbred Financial Services
Tennessee
$3.42M +$924K +8,112 +37%
IA
49
IFP Advisors
Florida
$3.4M -$80.5K -706 -2%
Two Sigma Investments
50
Two Sigma Investments
New York
$3.16M +$3.16M +27,700 New
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