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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

115 hedge funds and large institutions have $461M invested in Invesco S&P MidCap Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
22
Increased
42
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$45.1M
2
Ameriprise
2
Ameriprise
Minnesota
$18.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.62M
5
TVAMP
5
Tennessee Valley Asset Management Partners
Tennessee
$4.33M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$229K
2
SA
2
Stewardship Advisors
Pennsylvania
$1.92M
3
Morgan Stanley
3
Morgan Stanley
New York
$50.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.09M
5
SWAG
5
Spectrum Wealth Advisory Group
California
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEP
51
Southland Equity Partners
Missouri
$779K +$779K +9,949 New
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$776K +$115K +1,469 +17%
SWM
53
Sculati Wealth Management
Michigan
$641K +$41.3K +528 +7%
FAIM
54
Financial Advocates Investment Management
Washington
$625K +$143K +1,826 +30%
Brown Advisory
55
Brown Advisory
Maryland
$615K – – –
WIA
56
World Investment Advisors
California
$559K -$36.8K -418 -6%
AWA
57
Arkadios Wealth Advisors
Georgia
$551K +$539K +6,892 +4,335%
ACM
58
Armbruster Capital Management
New York
$545K – – –
HighTower Advisors
59
HighTower Advisors
Illinois
$529K +$191K +2,442 +56%
EWM
60
EPG Wealth Management
Georgia
$528K +$235 +3 +0%
AP
61
Advisors Preferred
Maryland
$528K +$528K +6,833 New
AFA
62
American Financial Advisors
Georgia
$517K +$237K +3,024 +84%
EVM
63
Eaton Vance Management
Massachusetts
$458K +$458K +5,856 New
NFG
64
Next Financial Group
Texas
$455K -$43.1K -550 -9%
KM
65
Kalos Management
Georgia
$438K -$304K -3,509 -41%
CP
66
Capital Planning
Washington
$429K +$429K +5,478 New
PS
67
Portfolio Strategies
New York
$412K -$470 -6 -0.1%
LFAS
68
Level Four Advisory Services
Texas
$393K +$393K +5,025 New
SPIA
69
Steward Partners Investment Advisory
New York
$380K +$116K +1,488 +44%
SWP
70
Stratos Wealth Partners
Ohio
$337K +$21.7K +277 +7%
William Blair & Company
71
William Blair & Company
Illinois
$324K – – –
SFA
72
Sequoia Financial Advisors
Ohio
$305K – – –
EH
73
Equitable Holdings
New York
$295K -$373K -4,760 -56%
PA
74
PFG Advisors
Arizona
$290K +$290K +3,705 New
OC
75
Oppenheimer & Co
New York
$277K -$21.2K -270 -7%
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3
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