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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

86 hedge funds and large institutions have $290M invested in Invesco S&P MidCap Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+13
Holders Change %
+17.81%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
22
Increased
36
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$50M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.7M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.57M
4
Bank of America
4
Bank of America
North Carolina
$7.46M
5
BCM
5
Breiter Capital Management
Florida
$3.38M

Top Sellers

1
NCM
1
Niemann Capital Management
Nevada
$15M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$1.08M
4
AI
4
Atria Investments
North Carolina
$0
5
CFG
5
CMC Financial Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
51
Brown Advisory
Maryland
$462K +$462K +7,856 New
FAAS
52
First Allied Advisory Services
California
$441K +$441K +7,490 New
CAC
53
Certified Advisory Corp
Florida
$437K +$22K +375 +5%
UCFA
54
United Capital Financial Advisors
Texas
$413K +$413K +7,026 New
AFA
55
American Financial Advisors
Georgia
$388K – – –
WP
56
WealthSource Partners
California
$312K -$436K -7,421 -58%
HighTower Advisors
57
HighTower Advisors
Illinois
$286K +$11.6K +198 +4%
William Blair & Company
58
William Blair & Company
Illinois
$282K -$38.2K -650 -12%
OC
59
Oppenheimer & Co
New York
$258K -$647 -11 -0.3%
VCM
60
Virtue Capital Management
Tennessee
$255K +$255K +4,336 New
DAS
61
Dynamic Advisor Solutions
Arizona
$253K +$253K +4,297 New
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$240K +$59 +1 +0%
APA
63
American Portfolios Advisors
New York
$234K +$171K +2,899 +267%
SFA
64
Sequoia Financial Advisors
Ohio
$229K – – –
PG
65
Patten Group
Tennessee
$218K +$218K +3,699 New
CFGS
66
Concourse Financial Group Securities
Alabama
$116K +$40.6K +690 +54%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$94K – – –
BWA
68
BDO Wealth Advisors
Florida
$91K +$91K +1,540 New
FNBOSM
69
First National Bank of South Miami
Florida
$89K +$89K +1,500 New
RIA
70
Realta Investment Advisors
Delaware
$87K +$51.3K +870 +144%
AF
71
Advisornet Financial
Minnesota
$83K – – –
BCMIO
72
Beacon Capital Management Inc (Ohio)
Ohio
$59K -$17.2K -292 -23%
GWM
73
Geneos Wealth Management
Colorado
$39K – – –
AIC
74
Archer Investment Corporation
Indiana
$30K – – –
US Bancorp
75
US Bancorp
Minnesota
$22K – – –
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