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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

170 hedge funds and large institutions have $752M invested in Invesco S&P MidCap Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 13 closing their positions.

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
29
Increased
59
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$142M
2
LPL Financial
2
LPL Financial
California
$121M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$34.9M
4
FIA
4
Foundations Investment Advisors
Arizona
$13.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14.3M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$42.4M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$28.1M
3
MWM
3
MY Wealth Management
Maryland
$350K
4
Wells Fargo
4
Wells Fargo
California
$34.6M
5
WIA
5
World Investment Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
76
Certified Advisory Corp
Florida
$872K +$17.9K +199 +2%
NL
77
NWAM LLC
Washington
$849K +$466K +5,189 +122%
CFS
78
Commonwealth Financial Services
West Virginia
$815K -$1.45M -16,142 -64%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$812K +$812K +9,036 New
SAI
80
Savvy Advisors Inc
New York
$745K +$745K +8,300 New
Brown Advisory
81
Brown Advisory
Maryland
$680K +$44.9K +500 +7%
TA
82
TFB Advisors
Kansas
$673K -$159K -1,775 -19%
Prudential Financial
83
Prudential Financial
New Jersey
$668K +$284K +3,163 +74%
AT
84
American Trust
Kentucky
$646K -$148K -1,645 -19%
HAS
85
HBW Advisory Services
California
$638K -$71.1K -791 -10%
ACM
86
Armbruster Capital Management
New York
$625K – – –
AWM
87
Act Wealth Management
Texas
$604K +$38.4K +427 +7%
AFA
88
American Financial Advisors
Georgia
$570K -$23.5K -262 -4%
AWA
89
Arete Wealth Advisors
Illinois
$560K +$560K +6,239 New
PFS
90
Prospera Financial Services
Texas
$560K +$29.8K +332 +6%
T
91
TNF
Montana
$525K – – –
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$478K -$10.5K -117 -2%
KA
93
Kovack Advisors
Florida
$464K +$39.5K +440 +9%
DAS
94
Dynamic Advisor Solutions
Arizona
$441K -$2.7K -31 -0.6%
NRG
95
Nemes Rush Group
Michigan
$440K – – –
TVAMP
96
Tennessee Valley Asset Management Partners
Tennessee
$439K +$439K +4,884 New
EWM
97
EPG Wealth Management
Georgia
$433K -$64.7K -649 -13%
PG
98
Patten Group
Tennessee
$415K +$70.1K +780 +20%
PA
99
PFG Advisors
Arizona
$393K -$60.4K -673 -13%
LFA
100
Longview Financial Advisors
Alabama
$390K +$390K +4,344 New
2 3
4
5 6