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Invesco S&P MidCap Momentum ETF

130 hedge funds and large institutions have $411M invested in Invesco S&P MidCap Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

6% more funds holding

Funds holding: 123130 (+7)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

3.53% less ownership

Funds ownership: 48.06%44.52% (-3.5%)

11% less capital invested

Capital invested by funds: $462M → $411M (-$50.9M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
22
Increased
41
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
51
TD Ameritrade Investment Management
Nebraska
$797K -$92.7K -1,104 -11%
CAC
52
Certified Advisory Corp
Florida
$790K +$76.2K +907 +11%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$780K -$37K -441 -5%
AIC
54
Ameritas Investment Company
Nebraska
$770K -$25.9K -309 -7%
FAIM
55
Financial Advocates Investment Management
Washington
$694K -$148K -1,759 -18%
Brown Advisory
56
Brown Advisory
Maryland
$673K
PFS
57
Prospera Financial Services
Texas
$644K -$4.53K -54 -0.7%
TRCT
58
Tower Research Capital (TRC)
New York
$621K +$236K +2,809 +63%
AWA
59
Arkadios Wealth Advisors
Georgia
$604K +$168 +2 +0%
ACM
60
Armbruster Capital Management
New York
$596K
EWM
61
EPG Wealth Management
Georgia
$578K +$168 +2 +0%
AFA
62
American Financial Advisors
Georgia
$565K
NFG
63
Next Financial Group
Texas
$510K +$22.4K +267 +5%
IFG
64
Independent Financial Group
California
$499K
CP
65
Capital Planning
Washington
$494K +$18.6K +221 +4%
PMG
66
ProVise Management Group
Florida
$494K +$484K +5,767 New
LFAS
67
Level Four Advisory Services
Texas
$481K +$84 +1 +0%
PS
68
Portfolio Strategies
New York
$451K
Prudential Financial
69
Prudential Financial
New Jersey
$445K +$436K +5,192 New
AWM
70
Accel Wealth Management
Iowa
$441K +$52K +619 +14%
OIA
71
OneDigital Investment Advisors
Kansas
$434K +$425K +5,067 New
PA
72
PFG Advisors
Arizona
$431K +$74.4K +886 +21%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$385K +$252K +3,000 +200%
HighTower Advisors
74
HighTower Advisors
Illinois
$384K -$228K -2,715 -38%
DAS
75
Dynamic Advisor Solutions
Arizona
$368K +$361K +4,296 New