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Invesco S&P MidCap Momentum ETF

130 hedge funds and large institutions have $411M invested in Invesco S&P MidCap Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

6% more funds holding

Funds holding: 123130 (+7)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

3.53% less ownership

Funds ownership: 48.06%44.52% (-3.5%)

11% less capital invested

Capital invested by funds: $462M → $411M (-$50.9M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
22
Increased
41
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
Crabel Capital Management
California
$206K +$202K +2,402 New
GT
102
Glenmede Trust
Pennsylvania
$197K
DWMG
103
DB Wealth Management Group
California
$181K
APA
104
American Portfolios Advisors
New York
$167K
HFA
105
Hoover Financial Advisors
Pennsylvania
$156K
HWMA
106
Heritage Wealth Management (Arizona)
Arizona
$148K -$47.9K -570 -25%
SPIA
107
Steward Partners Investment Advisory
New York
$125K -$504K -6,000 -80%
CAL
108
Capital Analysts LLC
Pennsylvania
$124K -$872K -10,391 -88%
HI
109
Harbour Investments
Wisconsin
$120K +$45.3K +539 +62%
CFGS
110
Concourse Financial Group Securities
Alabama
$117K -$15.8K -188 -12%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$108K
CF
112
Centaurus Financial
California
$103K +$101K +1,205 New
AF
113
Advisornet Financial
Minnesota
$95K
BW
114
Bison Wealth
Georgia
$87K
DI
115
Disciplined Investments
Oklahoma
$60K
HIA
116
Harbor Investment Advisory
Maryland
$49K -$14.7K -175 -23%
SB
117
Strategic Blueprint
Georgia
$48K +$47.1K +561 New
ASN
118
Advisory Services Network
Georgia
$42K +$41.5K +494 New
S
119
SignatureFD
Georgia
$41K
PGAM
120
Princeton Global Asset Management
New Jersey
$35K +$34.4K +410 New
1IA
121
1834 Investment Advisors
Wisconsin
$33K +$31.9K +380 New
US Bancorp
122
US Bancorp
Minnesota
$32K
APWA
123
Atlas Private Wealth Advisors
New Jersey
$27K
AIC
124
Archer Investment Corporation
Indiana
$22.7K
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$22K