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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

170 hedge funds and large institutions have $752M invested in Invesco S&P MidCap Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 13 closing their positions.

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
29
Increased
59
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$142M
2
LPL Financial
2
LPL Financial
California
$121M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$34.9M
4
FIA
4
Foundations Investment Advisors
Arizona
$13.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14.3M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$42.4M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$28.1M
3
MWM
3
MY Wealth Management
Maryland
$350K
4
Wells Fargo
4
Wells Fargo
California
$34.6M
5
WIA
5
World Investment Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$370K 4,122 -27 -0.7%
IAIM
102
International Assets Investment Management
Florida
$363K 4,046 +4,046 New
AFP
103
Ausdal Financial Partners
Iowa
$361K 4,020 +4,020 New
OC
104
Oppenheimer & Co
New York
$359K 3,993 +276 +7%
PAS
105
Park Avenue Securities
New York
$351K 3,906 – –
MWM
106
MY Wealth Management
Maryland
$350K 3,901 -54,368 -93%
PHWM
107
Pine Harbor Wealth Management
Maryland
$346K 3,854 +3,854 New
CP
108
Capital Planning
Washington
$326K 3,629 -1,690 -32%
Renaissance Technologies
109
Renaissance Technologies
New York
$323K 3,600 +3,600 New
AFS
110
AFG Fiduciary Services
Massachusetts
$312K 3,513 -1,166 -25%
SFA
111
Sequoia Financial Advisors
Ohio
$312K 3,470 -21 -0.6%
SWM
112
Spire Wealth Management
Virginia
$308K 3,356 +4 +0.1%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$292K 3,255 -543 -14%
BI
114
Berkeley Inc
Idaho
$277K 3,087 -326 -10%
IA
115
IFP Advisors
Florida
$274K 3,056 +2,742 +873%
S
116
Sunpointe
Missouri
$261K 2,902 +2,902 New
PTC
117
Private Trust Company
Ohio
$256K 2,852 +220 +8%
CA
118
Continuum Advisory
Idaho
$253K 2,816 – –
SWM
119
Silverlake Wealth Management
Vermont
$251K 2,800 – –
SCM
120
SevenOneSeven Capital Management
Pennsylvania
$237K 2,445 +2,445 New
EWA
121
EP Wealth Advisors
California
$231K 2,575 – –
MF
122
Meridian Financial
Massachusetts
$219K 2,440 +2,440 New
DADC
123
D.A. Davidson & Co
Montana
$215K 2,399 +2,399 New
MA
124
Mutual Advisors
Nebraska
$211K 2,346 +2,346 New
William Blair & Company
125
William Blair & Company
Illinois
$207K 2,300 – –
3 4
5
6 7