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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

367 hedge funds and large institutions have $3.21B invested in Invesco S&P MidCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 147 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
367
Holders Change
+108
Holders Change %
+41.7%
% of All Funds
4.89%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.17%
New
134
Increased
147
Reduced
44
Closed
18
Calls
$148K
Puts
$86K
Net Calls
+$62K
Net Calls Change
-$11K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$459M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$390M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$131M
4
LPL Financial
4
LPL Financial
California
$331M
5
Morgan Stanley
5
Morgan Stanley
New York
$209M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$0
2
ZIMP
2
Zimmermann Investment Management & Planning
Pennsylvania
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.15M
4
KAS
4
Kestra Advisory Services
Texas
$7.52M
5
APSPRSPT
5
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$7.52M -$4.99M -40,366 -40%
ALA
52
Atlas Legacy Advisors
California
$7.26M +$7.26M +58,757 New
LFAS
53
Level Four Advisory Services
Texas
$6.85M +$268K +2,168 +4%
SWM
54
SigFig Wealth Management
California
$6.81M +$6.81M +55,040 New
GF
55
Gimbal Financial
Indiana
$6.77M +$6.77M +54,815 New
NA
56
NewEdge Advisors
Louisiana
$6.7M +$440K +3,560 +7%
LWP
57
LMG Wealth Partners
Louisiana
$6.31M +$6.31M +51,081 New
CFS
58
Commonwealth Financial Services
West Virginia
$6.24M +$2.38M +19,267 +62%
PMG
59
ProVise Management Group
Florida
$6.21M +$68.1K +551 +1%
IFWM
60
Institute for Wealth Management
Colorado
$6M -$14.1K -114 -0.2%
SIM
61
Seaview Investment Managers
Florida
$5.89M +$5.89M +47,644 New
HI
62
Harbour Investments
Wisconsin
$5.47M +$5.22M +42,267 +2,082%
MIM
63
Marshall Investment Management
Colorado
$5.43M +$5.43M +45,103 New
PPW
64
Pasadena Private Wealth
California
$5.36M +$5.36M +43,368 New
FP
65
Fiduciary Planning
Florida
$5.26M -$405K -3,282 -7%
TFS
66
Thoroughbred Financial Services
Tennessee
$5.06M +$846K +6,849 +20%
FWA
67
Flagship Wealth Advisors
Massachusetts
$5M +$5M +40,469 New
AAS
68
Ameritas Advisory Services
Nebraska
$4.96M -$467K -3,781 -9%
SW
69
SteelPeak Wealth
California
$4.66M +$4.66M +37,737 New
UWPG
70
Ullmann Wealth Partners Group
Florida
$4.55M -$39.2K -317 -0.9%
OCM
71
One Capital Management
California
$4.49M +$1.73M +13,989 +63%
PCIA
72
Prime Capital Investment Advisors
Kansas
$4.43M +$41.3K +334 +0.9%
MF
73
Manchester Financial
California
$4.36M +$4.06M +32,893 +1,383%
CWA
74
Centennial Wealth Advisory
Michigan
$4.36M +$4.36M +35,260 New
KA
75
Kovack Advisors
Florida
$4.13M -$123K -997 -3%
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3
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