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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

73 hedge funds and large institutions have $282M invested in Invesco S&P MidCap Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+17
Holders Change %
+30.36%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
22
Increased
29
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$31.1M
2
NCM
2
Niemann Capital Management
Nevada
$28M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$40.2M
5
RJA
5
Raymond James & Associates
Florida
$10.8M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
SI
2
Stephens Inc
Arkansas
$0
3
VF
3
Virtu Financial
New York
$0
4
AIC
4
Ameritas Investment Company
Nebraska
$0
5
Ameriprise
5
Ameriprise
Minnesota
$500K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
51
Sequoia Financial Advisors
Ohio
$220K +$220K +3,895 New
GTAM
52
Global Trust Asset Management
Florida
$204K +$204K +3,600 New
EI
53
Ellevest Inc
New York
$129K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$91K -$55.2K -981 -38%
AF
55
Advisornet Financial
Minnesota
$80K – – –
BCMIO
56
Beacon Capital Management Inc (Ohio)
Ohio
$73K -$8.29K -147 -10%
CFGS
57
Concourse Financial Group Securities
Alabama
$72K +$72K +1,282 New
SWM
58
SeaCrest Wealth Management
New York
$65K +$56 +1 +0.1%
APA
59
American Portfolios Advisors
New York
$61.3K +$61.3K +1,084 New
PGAM
60
Princeton Global Asset Management
New Jersey
$39K +$39K +700 New
GWM
61
Geneos Wealth Management
Colorado
$38K +$38K +676 New
CF
62
Centaurus Financial
California
$36.9K +$36.9K +2,085 New
RIA
63
Realta Investment Advisors
Delaware
$34K +$34K +606 New
AIC
64
Archer Investment Corporation
Indiana
$29K – – –
US Bancorp
65
US Bancorp
Minnesota
$21K – – –
YWP
66
YorkBridge Wealth Partners
New York
$18K – – –
TAIM
67
TD Ameritrade Investment Management
Nebraska
$15K – – –
ASN
68
Advisory Services Network
Georgia
$11K – – –
WEC
69
Winslow Evans & Crocker
Massachusetts
$6K – – –
FANJ
70
Financial Architects (New Jersey)
New Jersey
$4K +$4K +70 New
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$231 -$145 -2,554 -39%
GT
72
Glenmede Trust
Pennsylvania
$130 – – –
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
– -$2.58M -57,274 Closed
SI
74
Stephens Inc
Arkansas
– -$688K -15,298 Closed
VF
75
Virtu Financial
New York
– -$317K -7,038 Closed
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