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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

129 hedge funds and large institutions have $410M 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.

Holders
129
Holders Change
+7
Holders Change %
+5.74%
% of All Funds
2.25%
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
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$47.8M
2
Barclays
2
Barclays
United Kingdom
$2.59M
3
GSWM
3
Golden State Wealth Management
California
$2.16M
4
VCM
4
Verde Capital Management
Michigan
$22M
5
AWM
5
AE Wealth Management
Kansas
$9.14M

Top Sellers

1
AWM
1
Affinity Wealth Management
Delaware
$0
2
FHC
2
First Heartland Consultants
Missouri
$3.24M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$4.99M
4
JWM
4
Jackson Wealth Management
Florida
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$19M
Name Market Value Shares Shares
Change 		Shares
Change %
TAIM
51
TD Ameritrade Investment Management
Nebraska
$797K 9,304 -1,104 -11%
CAC
52
Certified Advisory Corp
Florida
$790K 9,231 +907 +11%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$780K 9,107 -441 -5%
AIC
54
Ameritas Investment Company
Nebraska
$770K 4,391 -309 -7%
FAIM
55
Financial Advocates Investment Management
Washington
$694K 8,103 -1,759 -18%
Brown Advisory
56
Brown Advisory
Maryland
$673K 7,856 – –
PFS
57
Prospera Financial Services
Texas
$644K 7,514 -54 -0.7%
TRCT
58
Tower Research Capital (TRC)
New York
$621K 7,249 +2,809 +63%
AWA
59
Arkadios Wealth Advisors
Georgia
$604K 7,057 +2 +0%
ACM
60
Armbruster Capital Management
New York
$596K 6,959 – –
EWM
61
EPG Wealth Management
Georgia
$578K 6,748 +2 +0%
AFA
62
American Financial Advisors
Georgia
$565K 6,603 – –
NFG
63
Next Financial Group
Texas
$510K 5,951 +267 +5%
CP
64
Capital Planning
Washington
$494K 5,764 +221 +4%
PMG
65
ProVise Management Group
Florida
$494K 5,767 +5,767 New
LFAS
66
Level Four Advisory Services
Texas
$481K 5,613 +1 +0%
PS
67
Portfolio Strategies
New York
$451K 5,264 – –
Prudential Financial
68
Prudential Financial
New Jersey
$445K 5,192 +5,192 New
AWM
69
Accel Wealth Management
Iowa
$441K 5,153 +619 +14%
OIA
70
OneDigital Investment Advisors
Kansas
$434K 5,067 +5,067 New
PA
71
PFG Advisors
Arizona
$431K 5,034 +886 +21%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$385K 4,500 +3,000 +200%
HighTower Advisors
73
HighTower Advisors
Illinois
$384K 4,485 -2,715 -38%
DAS
74
Dynamic Advisor Solutions
Arizona
$368K 4,296 +4,296 New
HNB
75
Huntington National Bank
Ohio
$367K 4,290 +4,290 New
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3
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