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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

212 hedge funds and large institutions have $1.35B invested in Invesco S&P MidCap Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 11 closing their positions.

Holders
212
Holders Change
+42
Holders Change %
+24.71%
% of All Funds
3.07%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
58
Increased
69
Reduced
53
Closed
11
Calls
$356K
Puts
–
Net Calls
+$356K
Net Calls Change
+$356K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$147M
2
TAF
2
Tredje AP-fonden
Sweden
$130M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$49M
4
Ameriprise
4
Ameriprise
Minnesota
$43.4M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$17.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.5M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$30.1M
3
SL
3
Systelligence LLC
Minnesota
$13.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.93M
5
TAM
5
Titleist Asset Management
Texas
$928K
Name Market Value Shares Shares
Change 		Shares
Change %
FEM
76
Fulcrum Equity Management
Texas
$1.4M 12,161 +12,161 New
CWM
77
Comprehensive Wealth Management
Washington
$1.39M 12,132 -2,297 -16%
CWA
78
Centennial Wealth Advisory
Michigan
$1.37M 11,921 +11,921 New
NMG
79
New Millennium Group
Utah
$1.36M 11,850 +165 +1%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$1.33M 11,553 +1,203 +12%
PA
81
PSI Advisors
Florida
$1.32M 11,514 +308 +3%
PAS
82
Park Avenue Securities
New York
$1.32M 11,485 +7,579 +194%
PWA
83
PCG Wealth Advisors
Kansas
$1.29M 11,256 -225 -2%
SAI
84
Savvy Advisors Inc
New York
$1.29M 11,247 +2,947 +36%
AWM
85
AE Wealth Management
Kansas
$1.26M 10,973 -14,947 -58%
CAC
86
Certified Advisory Corp
Florida
$1.21M 10,562 +853 +9%
WWM
87
Western Wealth Management
Colorado
$1.17M 10,210 +33 +0.3%
Mariner
88
Mariner
Kansas
$1.17M 10,209 -1,206 -11%
VR
89
Valued Retirements
Texas
$1.15M 10,047 – –
IWC
90
Integrated Wealth Concepts
Massachusetts
$1.15M 9,983 -1,934 -16%
CAGAS
91
Capital Advisory Group Advisory Services
Minnesota
$1.12M 9,753 -112 -1%
KWM
92
Kingsview Wealth Management
Oregon
$1.1M 9,548 -609 -6%
SOS
93
Silver Oak Securities
Tennessee
$1.1M 9,535 -395 -4%
EFG
94
Ethos Financial Group
Pennsylvania
$1.04M 9,011 +9,011 New
SEIA
95
Signature Estate & Investment Advisors
California
$1.01M 8,791 -3,330 -27%
GFG
96
Goldstone Financial Group
Illinois
$930K 8,096 +8,096 New
TAM
97
Titleist Asset Management
Texas
$928K 8,080 -22,780 -74%
Brown Advisory
98
Brown Advisory
Maryland
$872K 7,591 +16 +0.2%
Creative Planning
99
Creative Planning
Kansas
$864K 7,518 +7,518 New
SPC
100
Sigma Planning Corp
Michigan
$861K 7,493 +7,493 New
2 3
4
5 6