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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

146 hedge funds and large institutions have $457M invested in Invesco S&P MidCap Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
146
Holders Change
+19
Holders Change %
+14.96%
% of All Funds
2.25%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.11%
New
31
Increased
48
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$61.4M
2
APWA
2
Atlas Private Wealth Advisors
New Jersey
$4.53M
3
Ameriprise
3
Ameriprise
Minnesota
$18.4M
4
JWCA
4
J.W. Cole Advisors
Florida
$1.5M
5
CAN
5
Cetera Advisor Networks
California
$4.05M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$1.2M
2
AWM
2
AE Wealth Management
Kansas
$7.1M
3
Wells Fargo
3
Wells Fargo
California
$47.8M
4
KAS
4
Kestra Advisory Services
Texas
$1.93M
5
CAGAS
5
Capital Advisory Group Advisory Services
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KWA
101
Kellett Wealth Advisors
Ohio
$300K 3,300 +3,300 New
CA
102
Calton & Associates
Florida
$292K 3,216 -288 -8%
TC
103
TAGStone Capital
North Carolina
$289K 3,176 +3,176 New
OC
104
Oppenheimer & Co
New York
$287K 3,158 -190 -6%
IAN
105
Integrated Advisors Network
Texas
$282K 3,102 +137 +5%
ARC
106
Advisor Resource Council
Texas
$278K 3,062 – –
GWM
107
Geneos Wealth Management
Colorado
$265K 2,918 -108 -4%
SWM
108
Silverlake Wealth Management
Vermont
$255K 2,800 +2,800 New
DA
109
Detalus Advisors
Missouri
$239K 2,625 -48 -2%
KWM
110
Kingsview Wealth Management
Oregon
$239K 2,623 – –
EWA
111
EP Wealth Advisors
California
$237K 2,610 – –
NL
112
NWAM LLC
Washington
$226K 2,488 +2,488 New
GT
113
Glenmede Trust
Pennsylvania
$209K 2,302 – –
SPIA
114
Steward Partners Investment Advisory
New York
$204K 2,247 +478 +27%
CCA
115
Clearwater Capital Advisors
Illinois
$201K 2,213 +2,213 New
DWMG
116
DB Wealth Management Group
California
$192K 2,109 – –
IA
117
IFP Advisors
Florida
$184K 2,019 -498 -20%
APA
118
American Portfolios Advisors
New York
$176K 1,931 – –
CFGS
119
Concourse Financial Group Securities
Alabama
$124K 1,367 – –
HI
120
Harbour Investments
Wisconsin
$115K 1,267 -193 -13%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$114K 1,256 – –
CAL
122
Capital Analysts LLC
Pennsylvania
$102K 1,120 +1 +0.1%
AF
123
Advisornet Financial
Minnesota
$101K 1,116 +1 +0.1%
S
124
SignatureFD
Georgia
$77K 846 +786 +1,310%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$72K 789 +531 +206%
3 4
5
6 7