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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

122 hedge funds and large institutions have $461M invested in Invesco S&P MidCap Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
122
Holders Change
+7
Holders Change %
+6.09%
% of All Funds
2.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
21
Increased
44
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWAG
1
Spectrum Wealth Advisory Group
California
$14.3M
2
JWM
2
Jackson Wealth Management
Florida
$7.55M
3
CCP
3
Cardan Capital Partners
Colorado
$4.44M
4
OMC
4
Old Mission Capital
Illinois
$3.52M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$23.1M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$345K
2
LPL Financial
2
LPL Financial
California
$40.3M
3
Wells Fargo
3
Wells Fargo
California
$43.1M
4
FFN
4
Focus Financial Network
Minnesota
$0
5
FHC
5
First Heartland Consultants
Missouri
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
76
Money Concepts Capital
Florida
$345K -$14.7M -175,018 -98%
William Blair & Company
77
William Blair & Company
Illinois
$331K -$15.9K -190 -5%
SFA
78
Sequoia Financial Advisors
Ohio
$326K – – –
EH
79
Equitable Holdings
New York
$325K +$9.72K +116 +3%
IA
80
IFP Advisors
Florida
$325K +$109K +1,313 +50%
SA
81
Stewardship Advisors
Pennsylvania
$317K -$1.74M -20,776 -85%
IF
82
Intrua Financial
Texas
$312K +$312K +3,517 New
OC
83
Oppenheimer & Co
New York
$306K +$10.1K +121 +3%
SWP
84
Stratos Wealth Partners
Ohio
$298K -$63.3K -754 -18%
IAN
85
Integrated Advisors Network
Texas
$265K +$265K +3,158 New
AIP
86
Almanack Investment Partners
Pennsylvania
$264K -$1.65M -19,713 -86%
AAS
87
Avantax Advisory Services
Texas
$245K -$30.5K -364 -11%
PG
88
Patten Group
Tennessee
$240K +$240K +2,860 New
KWM
89
Kingsview Wealth Management
Oregon
$227K – – –
EWA
90
EP Wealth Advisors
California
$219K – – –
MC
91
Moors & Cabot
Massachusetts
$215K +$215K +2,580 New
EP
92
Eudaimonia Partners
Tennessee
$212K +$33.2K +395 +19%
AWA
93
Arete Wealth Advisors
Illinois
$203K -$79.6K -949 -28%
GWM
94
Geneos Wealth Management
Colorado
$199K +$47.8K +560 +32%
HWMA
95
Heritage Wealth Management (Arizona)
Arizona
$193K +$193K +2,300 New
GT
96
Glenmede Trust
Pennsylvania
$192K – – –
DWMG
97
DB Wealth Management Group
California
$177K – – –
APA
98
American Portfolios Advisors
New York
$164K +$12.6K +150 +8%
HFA
99
Hoover Financial Advisors
Pennsylvania
$150K – – –
CFGS
100
Concourse Financial Group Securities
Alabama
$130K +$7.44K +89 +6%
2 3
4
5 6