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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

212 hedge funds and large institutions have $1.35B invested in Invesco S&P MidCap Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 11 closing their positions.

Holders
212
Holders Change
+42
Holders Change %
+24.71%
% of All Funds
3.07%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
58
Increased
69
Reduced
53
Closed
11
Calls
$356K
Puts
–
Net Calls
+$356K
Net Calls Change
+$356K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$147M
2
TAF
2
Tredje AP-fonden
Sweden
$130M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$49M
4
Ameriprise
4
Ameriprise
Minnesota
$43.4M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$17.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.5M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$30.1M
3
SL
3
Systelligence LLC
Minnesota
$13.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.93M
5
TAM
5
Titleist Asset Management
Texas
$928K
Name Market Value Shares Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$3.51M 30,554 +27,498 +900%
AWS
52
Atria Wealth Solutions
New York
$3.47M 30,228 +17,178 +132%
HighTower Advisors
53
HighTower Advisors
Illinois
$3.37M 29,432 -1,905 -6%
Jane Street
54
Jane Street
New York
$2.86M 24,870 +24,870 New
LTL
55
Lowery Thomas LLC
California
$2.82M 24,575 +4,167 +20%
SWAG
56
Spectrum Wealth Advisory Group
California
$2.79M 24,258 -19 -0.1%
Prudential Financial
57
Prudential Financial
New Jersey
$2.65M 23,082 +15,643 +210%
HNB
58
Huntington National Bank
Ohio
– – – –
TFS
59
Thoroughbred Financial Services
Tennessee
$2.52M 21,924 -3,416 -13%
SEP
60
Southland Equity Partners
Missouri
$2.47M 21,525 -134 -0.6%
JWCA
61
J.W. Cole Advisors
Florida
$2.32M 20,191 +1,765 +10%
D
62
Diversified
Delaware
$2.3M 20,039 -848 -4%
AC
63
Anson Capital
Georgia
$2.29M 19,938 -1,358 -6%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$2.2M 19,160 +308 +2%
VCM
65
Verde Capital Management
Michigan
$2.17M 18,904 -3,121 -14%
SWP
66
Stratos Wealth Partners
Ohio
$1.96M 17,081 -904 -5%
AI
67
Atria Investments
North Carolina
$1.93M 16,786 +16,786 New
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$1.8M 15,711 -7,772 -33%
CASC
69
Coppell Advisory Solutions Corp
Texas
$1.78M 15,456 +15,456 New
NL
70
NWAM LLC
Washington
$1.7M 14,849 +5,395 +57%
SWM
71
SigFig Wealth Management
California
$1.69M 14,727 +14,727 New
SWM
72
Sculati Wealth Management
Michigan
$1.62M 14,079 -215 -2%
FA
73
Faithward Advisors
Pennsylvania
$1.59M 13,803 -2,761 -17%
CA
74
Cetera Advisors
Colorado
$1.52M 13,263 +13,263 New
AWM
75
Accel Wealth Management
Iowa
$1.45M 12,646 +1,482 +13%
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3
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