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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

101 hedge funds and large institutions have $378M invested in Invesco S&P MidCap Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 0 closing their positions.

Holders
101
Holders Change
+9
Holders Change %
+9.78%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
10
Increased
40
Reduced
35
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Affinity Wealth Management
Delaware
$24.4M
2
VCM
2
Verde Capital Management
Michigan
$13.5M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$5.84M
4
LWAC
4
Laurel Wealth Advisors (California)
California
$2.74M
5
FHC
5
First Heartland Consultants
Missouri
$15.1M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.73M
2
SS
2
Simplicity Solutions
Minnesota
$4.44M
3
CFD
3
Creative Financial Designs
Indiana
$3.09M
4
Citadel Advisors
4
Citadel Advisors
Florida
$225K
5
BCM
5
Breiter Capital Management
Florida
$2M
Name Market Value Shares Shares
Change 		Shares
Change %
KM
51
Kalos Management
Georgia
$598K 8,564 +470 +6%
EH
52
Equitable Holdings
New York
$565K 8,524 -697 -8%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$559K 8,443 -6,161 -42%
Brown Advisory
54
Brown Advisory
Maryland
$520K 7,856 – –
SWM
55
Sculati Wealth Management
Michigan
$508K 7,665 +2,258 +42%
ACM
56
Armbruster Capital Management
New York
$461K 6,959 – –
WIA
57
World Investment Advisors
California
$448K 6,765 -25 -0.4%
EWM
58
EPG Wealth Management
Georgia
$446K 6,740 -439 -6%
NFG
59
Next Financial Group
Texas
$421K 6,359 +6,359 New
FAIM
60
Financial Advocates Investment Management
Washington
$408K 6,155 +229 +4%
AAS
61
Avantax Advisory Services
Texas
$381K 5,732 +5,732 New
PS
62
Portfolio Strategies
New York
$349K 5,270 -66 -1%
HighTower Advisors
63
HighTower Advisors
Illinois
$287K 4,332 +10 +0.2%
DAS
64
Dynamic Advisor Solutions
Arizona
$279K 4,207 +396 +10%
William Blair & Company
65
William Blair & Company
Illinois
$274K 4,140 -10 -0.2%
SWP
66
Stratos Wealth Partners
Ohio
$267K 4,029 +268 +7%
SFA
67
Sequoia Financial Advisors
Ohio
$258K 3,895 – –
OC
68
Oppenheimer & Co
New York
$252K 3,803 -1,658 -30%
AFA
69
American Financial Advisors
Georgia
$237K 3,579 – –
Citadel Advisors
70
Citadel Advisors
Florida
$225K 3,391 -22,604 -87%
SPIA
71
Steward Partners Investment Advisory
New York
$223K 3,373 +1,136 +51%
APA
72
American Portfolios Advisors
New York
$196K 2,965 +1 +0%
IA
73
IFP Advisors
Florida
$173K 2,628 – –
EP
74
Eudaimonia Partners
Tennessee
$165K 2,488 -336 -12%
GT
75
Glenmede Trust
Pennsylvania
$152K 2,302 – –
1 2
3
4 5