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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

367 hedge funds and large institutions have $3.21B invested in Invesco S&P MidCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 147 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
367
Holders Change
+108
Holders Change %
+41.7%
% of All Funds
4.89%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.17%
New
134
Increased
147
Reduced
44
Closed
18
Calls
$148K
Puts
$86K
Net Calls
+$62K
Net Calls Change
-$11K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$459M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$390M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$131M
4
LPL Financial
4
LPL Financial
California
$331M
5
Morgan Stanley
5
Morgan Stanley
New York
$209M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$0
2
ZIMP
2
Zimmermann Investment Management & Planning
Pennsylvania
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.15M
4
KAS
4
Kestra Advisory Services
Texas
$7.52M
5
APSPRSPT
5
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GVAG
26
Great Valley Advisor Group
Delaware
$24.6M 199,456 +13,132 +7%
UBS Group
27
UBS Group
Switzerland
$24M 194,542 +21,742 +13%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$21.2M 171,656 +89,987 +110%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$16.8M 136,159 -2,706 -2%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$16.4M 132,638 +62,954 +90%
PAG
31
Private Advisor Group
New Jersey
$16.2M 131,089 +3,633 +3%
FFN
32
Focus Financial Network
Minnesota
$15.2M 122,764 -1,221 -1%
Citigroup
33
Citigroup
New York
$15.1M 122,219 +9,165 +8%
SL
34
Systelligence LLC
Minnesota
$12.6M 102,087 +2,725 +3%
WA
35
Win Advisors
Florida
$12.2M 99,161 +99,161 New
Cerity Partners
36
Cerity Partners
New York
$12M 97,268 +97,268 New
BRWA
37
B. Riley Wealth Advisors
Florida
$11.9M 96,015 +42,231 +79%
AWS
38
Atria Wealth Solutions
New York
$11.5M 92,787 +74,010 +394%
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$11.3M 91,659 +91,659 New
EH
40
Equitable Holdings
New York
$10.9M 88,458 +44,450 +101%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$10.2M 82,422 +68,475 +491%
MGIA
42
Moneta Group Investment Advisors
Missouri
$9.69M 78,460 +174 +0.2%
MWM
43
MinichMacGregor Wealth Management
New York
$8.97M 72,648 +72,648 New
AAS
44
Avantax Advisory Services
Texas
$8.32M 67,327 +5,285 +9%
AFP
45
Ausdal Financial Partners
Iowa
$7.75M 62,749 +53,565 +583%
HighTower Advisors
46
HighTower Advisors
Illinois
$7.74M 62,672 +37,226 +146%
FTS
47
Fifth Third Securities
Ohio
$7.72M 62,479 +16,261 +35%
MFG
48
Merit Financial Group
Georgia
$7.64M 61,839 +61,839 New
FAIM
49
Financial Advocates Investment Management
Washington
$7.58M 61,334 -6,290 -9%
GA
50
Guerra Advisors
Florida
$7.56M 61,232 +61,232 New
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