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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

240 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, 82 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
240
Holders Change
+28
Holders Change %
+13.21%
% of All Funds
3.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
56
Increased
82
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$79.3M
2
AWM
2
Affinity Wealth Management
Delaware
$28.5M
3
Wells Fargo
3
Wells Fargo
California
$62.9M
4
GVAG
4
Great Valley Advisor Group
Delaware
$20.5M
5
MWM
5
MinichMacGregor Wealth Management
New York
$9.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27.5M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
WA
3
Win Advisors
Florida
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$245K
5
OPS
5
Orion Portfolio Solutions
Nebraska
$245K
Name Market Value Shares Shares
Change 		Shares
Change %
D.E. Shaw & Co
76
D.E. Shaw & Co
New York
$1.53M 13,437 +13,437 New
FEM
77
Fulcrum Equity Management
Texas
$1.5M 13,125 +964 +8%
AWM
78
Accel Wealth Management
Iowa
$1.48M 12,999 +353 +3%
AI
79
Atria Investments
North Carolina
$1.48M 12,993 -3,793 -23%
TPWA
80
TRUE Private Wealth Advisors
Oregon
$1.42M 12,458 +5,907 +90%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$1.41M 12,405 +10,199 +462%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$1.41M 12,335 +4,919 +66%
NMG
83
New Millennium Group
Utah
$1.38M 12,147 +297 +3%
CAC
84
Certified Advisory Corp
Florida
$1.36M 11,953 +1,391 +13%
OC
85
Oppenheimer & Co
New York
$1.33M 11,680 +4,714 +68%
SAI
86
Savvy Advisors Inc
New York
$1.32M 11,579 +332 +3%
HAS
87
HBW Advisory Services
California
$1.31M 11,460 +4,359 +61%
PWA
88
PCG Wealth Advisors
Kansas
$1.27M 11,145 -111 -1%
AQR Capital Management
89
AQR Capital Management
Connecticut
$1.25M 10,930 +10,930 New
WWM
90
Western Wealth Management
Colorado
$1.17M 10,267 +57 +0.6%
IWC
91
Integrated Wealth Concepts
Massachusetts
$1.16M 10,161 +178 +2%
VR
92
Valued Retirements
Texas
$1.15M 10,047 – –
CWM
93
Comprehensive Wealth Management
Washington
$1.13M 9,934 -2,198 -18%
CAGAS
94
Capital Advisory Group Advisory Services
Minnesota
$1.11M 9,760 +7 +0.1%
CFS
95
Commonwealth Financial Services
West Virginia
$1.11M 9,813 +264 +3%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$1.1M 9,654 -6,057 -39%
KWM
97
Kingsview Wealth Management
Oregon
$1.06M 9,310 -238 -2%
OC
98
OxenFree Capital
Florida
$1.05M 9,171 +9,171 New
SPC
99
Sigma Planning Corp
Michigan
$1.01M 8,834 +1,341 +18%
SWA
100
Stratos Wealth Advisors
Ohio
$1M 8,800 +8,800 New
2 3
4
5 6