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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

104 hedge funds and large institutions have $313M invested in Invesco S&P MidCap Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+22
Holders Change %
+26.83%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.12%
New
32
Increased
40
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFG
1
CMC Financial Group
Georgia
$11.4M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$7.89M
3
IAA
3
Independent Advisor Alliance
North Carolina
$5.38M
4
LPL Financial
4
LPL Financial
California
$11.7M
5
EF
5
Empowered Funds
Pennsylvania
$3.19M

Top Sellers

1
CCP
1
Cardan Capital Partners
Colorado
$5.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$44M
4
RJA
4
Raymond James & Associates
Florida
$10.1M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
51
Creative Financial Designs
Indiana
$594K +$569K +9,278 +2,252%
UBS Group
52
UBS Group
Switzerland
$589K +$176K +2,881 +43%
AW
53
ACG Wealth
Georgia
$584K -$65.4K -1,070 -10%
JWCA
54
J.W. Cole Advisors
Florida
$520K +$520K +8,498 New
WP
55
WealthSource Partners
California
$520K +$520K +8,511 New
SWP
56
Stratos Wealth Partners
Ohio
$510K -$8.75K -143 -2%
CAC
57
Certified Advisory Corp
Florida
$490K +$550 +9 +0.1%
Brown Advisory
58
Brown Advisory
Maryland
$480K – – –
Renaissance Technologies
59
Renaissance Technologies
New York
$477K +$85.6K +1,400 +22%
DADC
60
D.A. Davidson & Co
Montana
$439K +$115K +1,880 +35%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$386K +$386K +6,457 New
AFA
62
American Financial Advisors
Georgia
$382K +$58 +1 +0%
DC
63
Davenport & Co
Virginia
$376K +$376K +6,150 New
DAS
64
Dynamic Advisor Solutions
Arizona
$355K +$71.4K +1,168 +25%
BFM
65
Boothbay Fund Management
New York
$338K +$338K +5,532 New
Truist Financial
66
Truist Financial
North Carolina
$313K +$313K +5,118 New
HighTower Advisors
67
HighTower Advisors
Illinois
$297K – – –
William Blair & Company
68
William Blair & Company
Illinois
$294K +$611 +10 +0.2%
APA
69
American Portfolios Advisors
New York
$268K +$24.8K +405 +10%
WIA
70
World Investment Advisors
California
$268K +$268K +4,385 New
CWM
71
Cornerstone Wealth Management
Missouri
$266K +$266K +4,348 New
SFA
72
Sequoia Financial Advisors
Ohio
$238K +$238K +3,895 New
PG
73
Patten Group
Tennessee
$217K -$2.14K -35 -1%
EP
74
Eudaimonia Partners
Tennessee
$208K +$208K +3,395 New
BW
75
Bison Wealth
Georgia
$194K +$194K +3,166 New
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3
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