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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

240 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, 82 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
240
Holders Change
+28
Holders Change %
+13.21%
% of All Funds
3.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
56
Increased
82
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$79.3M
2
AWM
2
Affinity Wealth Management
Delaware
$28.5M
3
Wells Fargo
3
Wells Fargo
California
$62.9M
4
GVAG
4
Great Valley Advisor Group
Delaware
$20.5M
5
MWM
5
MinichMacGregor Wealth Management
New York
$9.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27.5M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
WA
3
Win Advisors
Florida
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$245K
5
OPS
5
Orion Portfolio Solutions
Nebraska
$245K
Name Market Value Shares Shares
Change 		Shares
Change %
KWA
51
Kellett Wealth Advisors
Ohio
$3.03M 26,598 +26,598 New
PFA
52
Pinnacle Family Advisors
Missouri
$2.99M 26,221 +26,221 New
KWM
53
KFG Wealth Management
Indiana
$2.94M 25,807 +25,807 New
LTL
54
Lowery Thomas LLC
California
$2.91M 25,520 +945 +4%
PS
55
Principal Securities
Iowa
$2.89M 25,397 -52,090 -67%
TF
56
Trek Financial
Arizona
$2.85M 25,015 +25,015 New
SWAG
57
Spectrum Wealth Advisory Group
California
$2.8M 24,562 +304 +1%
HNB
58
Huntington National Bank
Ohio
– – – –
Prudential Financial
59
Prudential Financial
New Jersey
$2.62M 22,952 -130 -0.6%
JWCA
60
J.W. Cole Advisors
Florida
$2.47M 21,661 +1,470 +7%
OAS
61
Optivise Advisory Services
Tennessee
$2.45M 21,534 +21,534 New
AC
62
Anson Capital
Georgia
$2.43M 21,295 +1,357 +7%
SEP
63
Southland Equity Partners
Missouri
$2.31M 20,238 -1,287 -6%
SWM
64
Sculati Wealth Management
Michigan
$2.28M 19,999 +5,920 +42%
D
65
Diversified
Delaware
$2.26M 19,848 -191 -1%
SFS
66
Symphony Financial Services
Ohio
$2.26M 19,918 +19,918 New
VCM
67
Verde Capital Management
Michigan
$2.12M 18,596 -308 -2%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$2.08M 18,263 -897 -5%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$1.99M 17,445 +17,103 +5,001%
SWP
70
Stratos Wealth Partners
Ohio
$1.82M 15,959 -1,122 -7%
CAS
71
Coppell Advisory Solutions
Texas
$1.81M 15,876 +15,876 New
AWS
72
Atria Wealth Solutions
New York
$1.72M 15,098 -15,130 -50%
FA
73
Faithward Advisors
Pennsylvania
$1.67M 14,684 +881 +6%
EE
74
EWG Elevate
California
$1.61M 14,087 +14,087 New
PA
75
PSI Advisors
Florida
$1.56M 13,689 +2,175 +19%
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