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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

122 hedge funds and large institutions have $461M invested in Invesco S&P MidCap Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+7
Holders Change %
+6.09%
% of All Funds
2.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
21
Increased
44
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWAG
1
Spectrum Wealth Advisory Group
California
$14.3M
2
JWM
2
Jackson Wealth Management
Florida
$7.55M
3
CCP
3
Cardan Capital Partners
Colorado
$4.44M
4
OMC
4
Old Mission Capital
Illinois
$3.52M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$23.1M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$345K
2
LPL Financial
2
LPL Financial
California
$40.3M
3
Wells Fargo
3
Wells Fargo
California
$43.1M
4
FFN
4
Focus Financial Network
Minnesota
$0
5
FHC
5
First Heartland Consultants
Missouri
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$125K -$41.7K -500 -25%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$106K -$5.15K -61 -5%
AF
103
Advisornet Financial
Minnesota
$93K -$6.17K -74 -6%
BW
104
Bison Wealth
Georgia
$85K -$23.4K -280 -22%
TCWM
105
Total Clarity Wealth Management
Illinois
$85K +$85K +1,013 New
HNB
106
Huntington National Bank
Ohio
$83K -$87K – –
HI
107
Harbour Investments
Wisconsin
$72K +$72K +864 New
HIA
108
Harbor Investment Advisory
Maryland
$63K – – –
DI
109
Disciplined Investments
Oklahoma
$59K – – –
SFS
110
Sowell Financial Services
Arkansas
$49K +$5.13K +61 +12%
BCMIO
111
Beacon Capital Management Inc (Ohio)
Ohio
$46K -$6.18K -73 -12%
S
112
SignatureFD
Georgia
$40K – – –
US Bancorp
113
US Bancorp
Minnesota
$31K -$27.7K -330 -47%
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$30K +$30K +354 New
APWA
115
Atlas Private Wealth Advisors
New Jersey
$26K – – –
AIC
116
Archer Investment Corporation
Indiana
$22.2K – – –
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$22K – – –
DWP
118
Destiny Wealth Partners
Florida
$18K – – –
FHA
119
First Horizon Advisors
Tennessee
$16K +$16K +194 New
GWSG
120
GPS Wealth Strategies Group
Colorado
$9K +$9K +113 New
OIA
121
Optimum Investment Advisors
Illinois
$3K – – –
PFGIA
122
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3K +35 New
FFN
123
Focus Financial Network
Minnesota
– -$6.5M -83,044 Closed
SS
124
Simplicity Solutions
Minnesota
– -$6.06M -77,394 Closed
BCM
125
Breiter Capital Management
Florida
– -$2.38M -30,429 Closed
2 3 4
5
6