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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

259 hedge funds and large institutions have $1.4B invested in Invesco S&P MidCap Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 50 reducing their positions, and 27 closing their positions.

Holders
259
Holders Change
+19
Holders Change %
+7.92%
% of All Funds
3.75%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
48
Increased
115
Reduced
50
Closed
27
Calls
$229K
Puts
$156K
Net Calls
+$73K
Net Calls Change
+$73K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
LPL Financial
2
LPL Financial
California
$210M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$51.7M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$57.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$14.3M

Top Sellers

1
TAF
1
Tredje AP-fonden
Sweden
$0
2
MCC
2
Money Concepts Capital
Florida
$42.2M
3
MWM
3
MinichMacGregor Wealth Management
New York
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$27M
5
OWG
5
Oxford Wealth Group
Florida
$20.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
76
PSI Advisors
Florida
$2.03M 16,858 +3,169 +23%
SEP
77
Southland Equity Partners
Missouri
$1.97M 16,374 -3,864 -19%
CAC
78
Certified Advisory Corp
Florida
$1.7M 14,098 +2,145 +18%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$1.68M 13,947 -3,498 -20%
SAI
80
Savvy Advisors Inc
New York
$1.64M 13,657 +2,078 +18%
SWA
81
Stratos Wealth Advisors
Ohio
$1.63M 13,575 +4,775 +54%
AWM
82
Accel Wealth Management
Iowa
$1.61M 13,400 +401 +3%
AI
83
Atria Investments
North Carolina
$1.58M 13,115 +122 +0.9%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$1.57M 13,008 +673 +5%
FTUS
85
Flow Traders U.S.
New York
$1.56M 12,995 +5,218 +67%
HAS
86
HBW Advisory Services
California
$1.48M 12,305 +845 +7%
IWM
87
IHT Wealth Management
Illinois
$1.46M 12,158 +6,513 +115%
VFPW
88
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.39M 11,544 +5,254 +84%
PWA
89
PCG Wealth Advisors
Kansas
$1.35M 11,191 +46 +0.4%
AQR Capital Management
90
AQR Capital Management
Connecticut
$1.32M 10,930 – –
SFS
91
Sowell Financial Services
Arkansas
$1.31M 10,924 +10,924 New
SPC
92
Sigma Planning Corp
Michigan
$1.29M 10,744 +1,910 +22%
CWM
93
Comprehensive Wealth Management
Washington
$1.28M 10,667 +733 +7%
FA
94
Faithward Advisors
Pennsylvania
$1.27M 10,586 -4,098 -28%
IWC
95
Integrated Wealth Concepts
Massachusetts
$1.27M 10,553 +392 +4%
WWM
96
Western Wealth Management
Colorado
$1.26M 10,494 +227 +2%
ECA
97
Elevation Capital Advisory
Oregon
$1.25M 10,425 +10,425 New
BAM
98
Belpointe Asset Management
Nevada
$1.25M 10,360 +4,553 +78%
Mariner
99
Mariner
Kansas
$1.24M 10,326 +1,930 +23%
VR
100
Valued Retirements
Texas
$1.21M 10,047 – –
2 3
4
5 6