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Invesco S&P MidCap Momentum ETF

130 hedge funds and large institutions have $411M invested in Invesco S&P MidCap Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

6% more funds holding

Funds holding: 123130 (+7)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

3.53% less ownership

Funds ownership: 48.06%44.52% (-3.5%)

11% less capital invested

Capital invested by funds: $462M → $411M (-$50.9M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
22
Increased
41
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
76
Huntington National Bank
Ohio
$367K +$360K +4,290 New
SFA
77
Sequoia Financial Advisors
Ohio
$349K +$14.9K +178 +5%
EH
78
Equitable Holdings
New York
$339K +$6.3K +75 +2%
William Blair & Company
79
William Blair & Company
Illinois
$338K
SWP
80
Stratos Wealth Partners
Ohio
$338K +$33.2K +395 +11%
IF
81
Intrua Financial
Texas
$335K +$29.8K +355 +10%
SA
82
Stewardship Advisors
Pennsylvania
$312K -$11.2K -133 -4%
OC
83
Oppenheimer & Co
New York
$300K -$12.9K -154 -4%
CWM
84
Comprehensive Wealth Management
Washington
$281K +$275K +3,281 New
DADC
85
D.A. Davidson & Co
Montana
$278K +$272K +3,241 New
IAN
86
Integrated Advisors Network
Texas
$275K +$4.62K +55 +2%
AWA
87
Arete Wealth Advisors
Illinois
$275K +$66.2K +789 +33%
PG
88
Patten Group
Tennessee
$274K +$28.5K +340 +12%
PWM
89
PRW Wealth Management
Massachusetts
$274K +$269K +3,200 New
IWM
90
IHT Wealth Management
Illinois
$264K +$259K +3,081 New
AAS
91
Avantax Advisory Services
Texas
$262K +$10.4K +124 +4%
ARC
92
Advisor Resource Council
Texas
$262K +$257K +3,062 New
TSS
93
Two Sigma Securities
New York
$256K +$251K +2,986 New
KWM
94
Kingsview Wealth Management
Oregon
$230K
GWM
95
Geneos Wealth Management
Colorado
$225K +$25.4K +302 +13%
DA
96
Detalus Advisors
Missouri
$224K +$219K +2,611 New
EWA
97
EP Wealth Advisors
California
$223K
IA
98
IFP Advisors
Florida
$221K -$113K -1,344 -34%
MC
99
Moors & Cabot
Massachusetts
$221K
PAS
100
Park Avenue Securities
New York
$213K +$209K +2,489 New