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Invesco S&P MidCap Momentum ETF

242 hedge funds and large institutions have $1.33B invested in Invesco S&P MidCap Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 25

41% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 59

13% more funds holding

Funds holding: 214242 (+28)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2% less capital invested

Capital invested by funds: $1.35B → $1.33B (-$23.8M)

5.18% less ownership

Funds ownership: 66.55%61.37% (-5.2%)

Holders
242
Holders Change
+28
Holders Change %
+13.08%
% of All Funds
3.5%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
56
Increased
83
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
51
Kellett Wealth Advisors
Ohio
$3.03M +$3M +26,598 New
PFA
52
Pinnacle Family Advisors
Missouri
$2.99M +$2.96M +26,221 New
KWM
53
KFG Wealth Management
Indiana
$2.94M +$2.91M +25,807 New
LTL
54
Lowery Thomas LLC
California
$2.91M +$107K +945 +4%
PS
55
Principal Securities
Iowa
$2.89M -$5.88M -52,090 -67%
TF
56
Trek Financial
Arizona
$2.85M +$2.82M +25,015 New
SWAG
57
Spectrum Wealth Advisory Group
California
$2.8M +$34.3K +304 +1%
HNB
58
Huntington National Bank
Ohio
$2.66M
Prudential Financial
59
Prudential Financial
New Jersey
$2.62M -$14.7K -130 -0.6%
JWCA
60
J.W. Cole Advisors
Florida
$2.47M +$166K +1,470 +7%
OAS
61
Optivise Advisory Services
Tennessee
$2.45M +$2.43M +21,534 New
AC
62
Anson Capital
Georgia
$2.43M +$153K +1,357 +7%
SEP
63
Southland Equity Partners
Missouri
$2.31M -$145K -1,287 -6%
SWM
64
Sculati Wealth Management
Michigan
$2.28M +$668K +5,920 +42%
D
65
Diversified
Delaware
$2.26M -$21.6K -191 -1%
SFS
66
Symphony Financial Services
Ohio
$2.26M +$2.25M +19,918 New
VCM
67
Verde Capital Management
Michigan
$2.12M -$34.8K -308 -2%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$2.08M -$101K -897 -5%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$1.99M +$1.93M +17,103 +5,001%
SWP
70
Stratos Wealth Partners
Ohio
$1.82M -$127K -1,122 -7%
CAS
71
Coppell Advisory Solutions
Texas
$1.81M +$1.79M +15,876 New
AWS
72
Atria Wealth Solutions
New York
$1.72M -$1.71M -15,130 -50%
FA
73
Faithward Advisors
Pennsylvania
$1.67M +$99.5K +881 +6%
EE
74
EWG Elevate
California
$1.61M +$1.59M +14,087 New
PA
75
PSI Advisors
Florida
$1.56M +$246K +2,175 +19%