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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

158 hedge funds and large institutions have $969M invested in Invesco S&P MidCap Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+15
Holders Change %
+10.49%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
66
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$89.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$69.6M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$22M
4
Wells Fargo
4
Wells Fargo
California
$63.7M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.19M
2
AWA
2
Arete Wealth Advisors
Illinois
$468M
3
PG
3
Prostatis Group
Maryland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
GM
5
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
76
Western Wealth Management
Colorado
$499K +$223K +2,957 +80%
AFA
77
American Financial Advisors
Georgia
$498K +$75 +1 +0%
PA
78
PFG Advisors
Arizona
$495K -$85.2K -1,131 -15%
DADC
79
D.A. Davidson & Co
Montana
$488K -$516K -6,850 -51%
TAIM
80
TD Ameritrade Investment Management
Nebraska
$469K -$67.2K -892 -13%
T
81
TNF
Montana
$467K – – –
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$467K -$16.3K -216 -3%
AWM
83
Act Wealth Management
Texas
$465K +$122K +1,622 +36%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$432K -$19.4K -258 -4%
IWM
85
IHT Wealth Management
Illinois
$415K +$80.9K +1,074 +24%
CP
86
Capital Planning
Washington
$408K – – –
EWM
87
EPG Wealth Management
Georgia
$398K -$602 -8 -0.2%
LSA
88
Lion Street Advisors
Texas
$390K +$390K +4,290 New
Renaissance Technologies
89
Renaissance Technologies
New York
$369K +$369K +4,900 New
DAS
90
Dynamic Advisor Solutions
Arizona
$347K -$6.93K -92 -2%
GWM
91
Geneos Wealth Management
Colorado
$344K +$1.43K +19 +0.4%
APWA
92
Atlas Private Wealth Advisors
New Jersey
$344K -$115K -1,530 -25%
SPIA
93
Steward Partners Investment Advisory
New York
$321K -$1.13K -15 -0.4%
TVAMP
94
Tennessee Valley Asset Management Partners
Tennessee
$310K -$23.9K -317 -7%
PG
95
Patten Group
Tennessee
$307K +$6.85K +91 +2%
SFA
96
Sequoia Financial Advisors
Ohio
$296K +$1.51K +20 +0.5%
PAS
97
Park Avenue Securities
New York
$294K -$8.05K -107 -3%
SWM
98
Spire Wealth Management
Virginia
$290K -$1.51K -20 -0.5%
IWN
99
Independent Wealth Network
Iowa
$274K -$34.6K -460 -11%
ASN
100
Advisory Services Network
Georgia
$265K -$11.4K -152 -4%
2 3
4
5 6