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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

367 hedge funds and large institutions have $3.21B invested in Invesco S&P MidCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 147 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
367
Holders Change
+108
Holders Change %
+41.7%
% of All Funds
4.89%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.17%
New
134
Increased
147
Reduced
44
Closed
18
Calls
$148K
Puts
$86K
Net Calls
+$62K
Net Calls Change
-$11K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$459M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$390M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$131M
4
LPL Financial
4
LPL Financial
California
$331M
5
Morgan Stanley
5
Morgan Stanley
New York
$209M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$0
2
ZIMP
2
Zimmermann Investment Management & Planning
Pennsylvania
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.15M
4
KAS
4
Kestra Advisory Services
Texas
$7.52M
5
APSPRSPT
5
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
76
Smith, Moore & Co
Missouri
$3.87M +$70.8K +573 +2%
SA
77
Scarborough Advisors
Maryland
$3.87M -$126K -1,023 -3%
GP
78
Guardian Partners
Canada
$3.86M +$3.86M +30,684 New
KWA
79
Kellett Wealth Advisors
Ohio
$3.74M +$164K +1,328 +5%
FL
80
FreeGulliver LLC
Louisiana
$3.64M +$3.64M +29,472 New
NL
81
NWAM LLC
Washington
$3.53M +$238K +1,929 +7%
LTL
82
Lowery Thomas LLC
California
$3.48M +$152K +1,232 +5%
PAS
83
Park Avenue Securities
New York
$3.47M +$2.96M +23,954 +583%
AIA
84
AssuredPartners Investment Advisors
Florida
$3.35M +$3.35M +27,135 New
IAA
85
Independent Advisor Alliance
North Carolina
$3.28M +$3.28M +26,551 New
WAS
86
WESPAC Advisors SoCal
California
$3.21M +$3.21M +25,962 New
SFS
87
Symphony Financial Services
Ohio
$3.18M +$530K +4,289 +20%
EFG
88
Elm3 Financial Group
Georgia
$3.15M +$3.15M +25,534 New
SWP
89
Stratos Wealth Partners
Ohio
$3.07M +$800K +6,476 +35%
FHA
90
Flagship Harbor Advisors
Massachusetts
$3.02M +$3.02M +24,461 New
JWCA
91
J.W. Cole Advisors
Florida
$3.02M +$303K +2,453 +11%
SWM
92
Sculati Wealth Management
Michigan
$2.96M +$12K +97 +0.4%
TF
93
Trek Financial
Arizona
$2.95M +$2.95M +23,892 New
NMG
94
New Millennium Group
Utah
$2.92M +$238K +1,928 +9%
SWAG
95
Spectrum Wealth Advisory Group
California
$2.9M -$160K -1,293 -5%
HNB
96
Huntington National Bank
Ohio
$2.7M -$2.91M – –
BEI
97
Benjamin Edwards Inc
Missouri
$2.69M +$351K +2,836 +15%
OFS
98
OneAscent Financial Services
Alabama
$2.56M +$2.56M +20,703 New
VC
99
Vicus Capital
Pennsylvania
$2.53M +$2.53M +20,469 New
AC
100
Anson Capital
Georgia
$2.49M -$95.7K -775 -4%
2 3
4
5 6