We are live on ! Find out more
XMMO icon

Invesco S&P MidCap Momentum ETF

242 hedge funds and large institutions have $1.33B invested in Invesco S&P MidCap Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 25

41% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 59

13% more funds holding

Funds holding: 214242 (+28)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2% less capital invested

Capital invested by funds: $1.35B → $1.33B (-$23.8M)

5.18% less ownership

Funds ownership: 66.55%61.37% (-5.2%)

Holders
242
Holders Change
+28
Holders Change %
+13.08%
% of All Funds
3.5%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
56
Increased
83
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
76
D.E. Shaw & Co
New York
$1.53M +$1.52M +13,437 New
FEM
77
Fulcrum Equity Management
Texas
$1.5M +$109K +964 +8%
AWM
78
Accel Wealth Management
Iowa
$1.48M +$39.9K +353 +3%
AI
79
Atria Investments
North Carolina
$1.48M -$428K -3,793 -23%
TPWA
80
TRUE Private Wealth Advisors
Oregon
$1.42M +$667K +5,907 +90%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$1.41M +$1.15M +10,199 +462%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$1.41M +$555K +4,919 +66%
NMG
83
New Millennium Group
Utah
$1.38M +$33.5K +297 +3%
CAC
84
Certified Advisory Corp
Florida
$1.36M +$157K +1,391 +13%
OC
85
Oppenheimer & Co
New York
$1.33M +$532K +4,714 +68%
SAI
86
Savvy Advisors Inc
New York
$1.32M +$37.5K +332 +3%
HAS
87
HBW Advisory Services
California
$1.31M +$492K +4,359 +61%
PWA
88
PCG Wealth Advisors
Kansas
$1.27M -$12.5K -111 -1%
AQR Capital Management
89
AQR Capital Management
Connecticut
$1.25M +$1.23M +10,930 New
WWM
90
Western Wealth Management
Colorado
$1.17M +$6.43K +57 +0.6%
IWC
91
Integrated Wealth Concepts
Massachusetts
$1.16M +$20.1K +178 +2%
VR
92
Valued Retirements
Texas
$1.15M
CWM
93
Comprehensive Wealth Management
Washington
$1.13M -$248K -2,198 -18%
CAGAS
94
Capital Advisory Group Advisory Services
Minnesota
$1.11M +$790 +7 +0.1%
CFS
95
Commonwealth Financial Services
West Virginia
$1.11M +$29.8K +264 +3%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$1.1M -$684K -6,057 -39%
KWM
97
Kingsview Wealth Management
Oregon
$1.06M -$26.9K -238 -2%
OC
98
OxenFree Capital
Florida
$1.05M +$1.04M +9,171 New
IFG
99
Independent Financial Group
California
$1.04M +$174K +1,542 +20%
SPC
100
Sigma Planning Corp
Michigan
$1.01M +$151K +1,341 +18%