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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

212 hedge funds and large institutions have $1.35B invested in Invesco S&P MidCap Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 11 closing their positions.

Holders
212
Holders Change
+42
Holders Change %
+24.71%
% of All Funds
3.07%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
58
Increased
69
Reduced
53
Closed
11
Calls
$356K
Puts
–
Net Calls
+$356K
Net Calls Change
+$356K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$147M
2
TAF
2
Tredje AP-fonden
Sweden
$130M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$49M
4
Ameriprise
4
Ameriprise
Minnesota
$43.4M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$17.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.5M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$30.1M
3
SL
3
Systelligence LLC
Minnesota
$13.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.93M
5
TAM
5
Titleist Asset Management
Texas
$928K
Name Market Value Shares Shares
Change 		Shares
Change %
CFS
101
Commonwealth Financial Services
West Virginia
$858K 9,549 +470 +5%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$852K 7,416 +2,089 +39%
AT
103
American Trust
Kentucky
$848K 7,387 +192 +3%
TA
104
TFB Advisors
Kansas
$840K 7,722 +233 +3%
AFP
105
Ausdal Financial Partners
Iowa
$831K 7,235 +3,215 +80%
OC
106
Oppenheimer & Co
New York
$800K 6,966 +2,973 +74%
ACM
107
Armbruster Capital Management
New York
$799K 6,959 – –
AWM
108
Act Wealth Management
Texas
$774K 6,736 +6 +0.1%
TPWA
109
TRUE Private Wealth Advisors
Oregon
$753K 6,551 +6,551 New
AFA
110
American Financial Advisors
Georgia
$729K 6,348 – –
IWM
111
IHT Wealth Management
Illinois
$719K 6,256 -6,619 -51%
HAS
112
HBW Advisory Services
California
$638K 7,101 – –
PFS
113
Prospera Financial Services
Texas
$627K 5,457 -776 -12%
T
114
TNF
Montana
$614K 5,597 – –
GWM
115
Geneos Wealth Management
Colorado
$586K 5,098 +3,181 +166%
NRG
116
Nemes Rush Group
Michigan
$563K 4,904 – –
FTUS
117
Flow Traders U.S.
New York
$554K 4,825 +4,825 New
WEG
118
World Equity Group
Illinois
$543K 4,732 +4,732 New
BAM
119
Belpointe Asset Management
Nevada
$535K 4,655 +4,655 New
PG
120
Patten Group
Tennessee
$526K 4,580 -40 -0.9%
LNC
121
Lincoln National Corp
Pennsylvania
$519K 4,519 +4,519 New
PA
122
PFG Advisors
Arizona
$516K 4,495 +114 +3%
DAS
123
Dynamic Advisor Solutions
Arizona
$508K 4,421 -636 -13%
EWM
124
EPG Wealth Management
Georgia
$499K 4,346 +4 +0.1%
LFA
125
Longview Financial Advisors
Alabama
$498K 4,336 -8 -0.2%
3 4
5
6 7