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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

155 hedge funds and large institutions have $685M invested in Invesco S&P MidCap Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
155
Holders Change
+2
Holders Change %
+1.31%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
65
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$148M
2
SL
2
Systelligence LLC
Minnesota
$12.1M
3
LPL Financial
3
LPL Financial
California
$97.7M
4
LFAS
4
Level Four Advisory Services
Texas
$4.39M
5
FIA
5
Foundations Investment Advisors
Arizona
$2.19M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.63M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$9.72M
3
Wells Fargo
3
Wells Fargo
California
$33.1M
4
RL
4
Retireful LLC
Michigan
$0
5
HNB
5
Huntington National Bank
Ohio
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
FEM
76
Fulcrum Equity Management
Texas
$575K +$575K +7,137 New
Brown Advisory
77
Brown Advisory
Maryland
$570K +$9.1K +113 +2%
ACM
78
Armbruster Capital Management
New York
$560K – – –
SPC
79
Sigma Planning Corp
Michigan
$542K -$50.9K -632 -9%
AFA
80
American Financial Advisors
Georgia
$532K +$81 +1 +0%
AWM
81
Act Wealth Management
Texas
$507K +$14.5K +180 +3%
SOS
82
Silver Oak Securities
Tennessee
$502K +$502K +6,239 New
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$492K -$365K -4,531 -43%
PFS
84
Prospera Financial Services
Texas
$475K -$5.56K -69 -1%
IWM
85
IHT Wealth Management
Illinois
$463K -$45.5K -565 -9%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$438K +$53.8K +669 +14%
T
87
TNF
Montana
$432K – – –
CP
88
Capital Planning
Washington
$428K – – –
SIS
89
Strategic Investment Solutions
Illinois
$425K +$418K +5,146 +6,200%
DAS
90
Dynamic Advisor Solutions
Arizona
$410K +$1.77K +22 +0.4%
PA
91
PFG Advisors
Arizona
$407K +$11.8K +147 +3%
EWM
92
EPG Wealth Management
Georgia
$402K +$644 +8 +0.2%
NRG
93
Nemes Rush Group
Michigan
$395K – – –
KA
94
Kovack Advisors
Florida
$380K +$380K +4,721 New
Goldman Sachs
95
Goldman Sachs
New York
$377K – – –
AFS
96
AFG Fiduciary Services
Massachusetts
$368K – – –
Prudential Financial
97
Prudential Financial
New Jersey
$344K +$52.6K +653 +18%
NL
98
NWAM LLC
Washington
$343K -$1.13K -14 -0.3%
SPIA
99
Steward Partners Investment Advisory
New York
$334K -$3.22K -40 -1%
PAS
100
Park Avenue Securities
New York
$314K +$314K +3,906 New
2 3
4
5 6