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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

259 hedge funds and large institutions have $1.4B invested in Invesco S&P MidCap Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 50 reducing their positions, and 27 closing their positions.

Holders
259
Holders Change
+19
Holders Change %
+7.92%
% of All Funds
3.75%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
48
Increased
115
Reduced
50
Closed
27
Calls
$229K
Puts
$156K
Net Calls
+$73K
Net Calls Change
+$73K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
LPL Financial
2
LPL Financial
California
$210M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$51.7M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$57.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$14.3M

Top Sellers

1
TAF
1
Tredje AP-fonden
Sweden
$0
2
MCC
2
Money Concepts Capital
Florida
$42.2M
3
MWM
3
MinichMacGregor Wealth Management
New York
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$27M
5
OWG
5
Oxford Wealth Group
Florida
$20.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$13.6M 113,054 +7,503 +7%
AWM
27
Aspire Wealth Management
Massachusetts
$12.7M 105,435 +1,230 +1%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$12.4M 103,024 +55,443 +117%
KAS
29
Kestra Advisory Services
Texas
$12.2M 101,249 +14,558 +17%
SL
30
Systelligence LLC
Minnesota
$12M 99,362 -8,760 -8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$9.83M 81,669 +8,932 +12%
MGIA
32
Moneta Group Investment Advisors
Missouri
$9.42M 78,286 +1,832 +2%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$8.35M 69,684 +57,279 +462%
FAIM
34
Financial Advocates Investment Management
Washington
$7.49M 67,624 +15,696 +30%
AAS
35
Avantax Advisory Services
Texas
$7.47M 62,042 +7,433 +14%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$7.18M 59,680 +58,326 +4,308%
ZIMP
37
Zimmermann Investment Management & Planning
Pennsylvania
$6.63M 55,071 +55,071 New
LFAS
38
Level Four Advisory Services
Texas
$6.46M 53,299 -7,163 -12%
BRWA
39
B. Riley Wealth Advisors
Florida
$6.44M 53,784 +48,459 +910%
NA
40
NewEdge Advisors
Louisiana
$6.1M 50,699 +8,523 +20%
PMG
41
ProVise Management Group
Florida
$5.99M 49,760 +1,898 +4%
IFWM
42
Institute for Wealth Management
Colorado
$5.86M 48,709 +1 +0%
FTS
43
Fifth Third Securities
Ohio
$5.56M 46,218 -1,657 -3%
FP
44
Fiduciary Planning
Florida
$5.52M 45,886 +2,793 +6%
EH
45
Equitable Holdings
New York
$5.3M 44,008 +6,471 +17%
AAS
46
Ameritas Advisory Services
Nebraska
$5.29M 43,943 +9,304 +27%
UWPG
47
Ullmann Wealth Partners Group
Florida
$4.47M 37,162 -77 -0.2%
PCIA
48
Prime Capital Investment Advisors
Kansas
$4.28M 35,537 +126 +0.4%
KA
49
Kovack Advisors
Florida
$4.14M 34,415 -15,720 -31%
TFS
50
Thoroughbred Financial Services
Tennessee
$4.11M 34,127 +4,091 +14%
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