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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

129 hedge funds and large institutions have $410M 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.

Holders
129
Holders Change
+7
Holders Change %
+5.74%
% of All Funds
2.25%
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
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$47.8M
2
Barclays
2
Barclays
United Kingdom
$2.59M
3
GSWM
3
Golden State Wealth Management
California
$2.16M
4
VCM
4
Verde Capital Management
Michigan
$22M
5
AWM
5
AE Wealth Management
Kansas
$9.14M

Top Sellers

1
AWM
1
Affinity Wealth Management
Delaware
$0
2
FHC
2
First Heartland Consultants
Missouri
$3.24M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$4.99M
4
JWM
4
Jackson Wealth Management
Florida
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
76
Sequoia Financial Advisors
Ohio
$349K +$15.3K +178 +5%
EH
77
Equitable Holdings
New York
$339K +$6.43K +75 +2%
William Blair & Company
78
William Blair & Company
Illinois
$338K – – –
SWP
79
Stratos Wealth Partners
Ohio
$338K +$33.8K +395 +11%
IF
80
Intrua Financial
Texas
$335K +$30.7K +355 +10%
SA
81
Stewardship Advisors
Pennsylvania
$312K -$11.4K -133 -4%
OC
82
Oppenheimer & Co
New York
$300K -$13.2K -154 -4%
CWM
83
Comprehensive Wealth Management
Washington
$281K +$281K +3,281 New
DADC
84
D.A. Davidson & Co
Montana
$278K +$278K +3,241 New
IAN
85
Integrated Advisors Network
Texas
$275K +$4.71K +55 +2%
AWA
86
Arete Wealth Advisors
Illinois
$275K +$67.6K +789 +33%
PG
87
Patten Group
Tennessee
$274K +$29.1K +340 +12%
PWM
88
PRW Wealth Management
Massachusetts
$274K +$274K +3,200 New
IWM
89
IHT Wealth Management
Illinois
$264K +$264K +3,081 New
AAS
90
Avantax Advisory Services
Texas
$262K +$10.6K +124 +4%
ARC
91
Advisor Resource Council
Texas
$262K +$262K +3,062 New
TSS
92
Two Sigma Securities
New York
$256K +$256K +2,986 New
KWM
93
Kingsview Wealth Management
Oregon
$230K – – –
GWM
94
Geneos Wealth Management
Colorado
$225K +$25.8K +302 +13%
DA
95
Detalus Advisors
Missouri
$224K +$224K +2,611 New
EWA
96
EP Wealth Advisors
California
$223K – – –
IA
97
IFP Advisors
Florida
$221K -$115K -1,344 -34%
MC
98
Moors & Cabot
Massachusetts
$221K – – –
PAS
99
Park Avenue Securities
New York
$213K +$213K +2,489 New
CCM
100
Crabel Capital Management
California
$206K +$206K +2,402 New
2 3
4
5 6