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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

259 hedge funds and large institutions have $1.4B invested in Invesco S&P MidCap Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 50 reducing their positions, and 27 closing their positions.

Holders
259
Holders Change
+19
Holders Change %
+7.92%
% of All Funds
3.75%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
48
Increased
115
Reduced
50
Closed
27
Calls
$229K
Puts
$156K
Net Calls
+$73K
Net Calls Change
+$73K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
LPL Financial
2
LPL Financial
California
$210M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$51.7M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$57.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$14.3M

Top Sellers

1
TAF
1
Tredje AP-fonden
Sweden
$0
2
MCC
2
Money Concepts Capital
Florida
$42.2M
3
MWM
3
MinichMacGregor Wealth Management
New York
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$27M
5
OWG
5
Oxford Wealth Group
Florida
$20.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SA
51
Scarborough Advisors
Maryland
$3.89M 32,325 +32,325 New
CFS
52
Commonwealth Financial Services
West Virginia
$3.75M 31,262 +21,449 +219%
SMC
53
Smith, Moore & Co
Missouri
$3.7M 30,751 +30,751 New
KWA
54
Kellett Wealth Advisors
Ohio
$3.49M 28,967 +2,369 +9%
APSPRSPT
55
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$3.39M 28,212 +28,212 New
LTL
56
Lowery Thomas LLC
California
$3.24M 26,950 +1,430 +6%
NL
57
NWAM LLC
Washington
$3.21M 26,663 +26,663 New
IA
58
IFP Advisors
Florida
$3.19M 26,516 -3,332 -11%
HighTower Advisors
59
HighTower Advisors
Illinois
$3.06M 25,446 -44,868 -64%
SWAG
60
Spectrum Wealth Advisory Group
California
$2.98M 24,779 +217 +0.9%
PS
61
Principal Securities
Iowa
$2.94M 24,439 -958 -4%
HNB
62
Huntington National Bank
Ohio
– – – –
SWM
63
Sculati Wealth Management
Michigan
$2.88M 23,905 +3,906 +20%
OCM
64
One Capital Management
California
$2.69M 22,355 +22,355 New
JWCA
65
J.W. Cole Advisors
Florida
$2.64M 21,960 +299 +1%
NMG
66
New Millennium Group
Utah
$2.61M 21,680 +9,533 +78%
SFS
67
Symphony Financial Services
Ohio
$2.58M 21,428 +1,510 +8%
AC
68
Anson Capital
Georgia
$2.51M 20,899 -396 -2%
Millennium Management
69
Millennium Management
New York
$2.42M 20,149 +20,149 New
D
70
Diversified
Delaware
$2.31M 19,183 -665 -3%
DE
71
Diversified Enterprises
Delaware
$2.31M 19,183 +19,183 New
BEI
72
Benjamin Edwards Inc
Missouri
$2.28M 18,930 +18,930 New
AWS
73
Atria Wealth Solutions
New York
$2.26M 18,777 +3,679 +24%
SWP
74
Stratos Wealth Partners
Ohio
$2.21M 18,398 +2,439 +15%
VCM
75
Verde Capital Management
Michigan
$2.15M 17,830 -766 -4%
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3
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