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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

240 hedge funds and large institutions have $1.33B invested in Invesco S&P MidCap Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 82 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
240
Holders Change
+28
Holders Change %
+13.21%
% of All Funds
3.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
56
Increased
82
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$79.3M
2
AWM
2
Affinity Wealth Management
Delaware
$28.5M
3
Wells Fargo
3
Wells Fargo
California
$62.9M
4
GVAG
4
Great Valley Advisor Group
Delaware
$20.5M
5
MWM
5
MinichMacGregor Wealth Management
New York
$9.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27.5M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
WA
3
Win Advisors
Florida
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$245K
5
OPS
5
Orion Portfolio Solutions
Nebraska
$245K
Name Market Value Shares Shares
Change 		Shares
Change %
SEIA
101
Signature Estate & Investment Advisors
California
$997K 8,742 -49 -0.6%
Mariner
102
Mariner
Kansas
$957K 8,396 -1,813 -18%
AWM
103
AE Wealth Management
Kansas
$927K 8,130 -2,843 -26%
Creative Planning
104
Creative Planning
Kansas
$921K 8,077 +559 +7%
Brown Advisory
105
Brown Advisory
Maryland
$918K 8,050 +459 +6%
TAM
106
Titleist Asset Management
Texas
$914K 8,020 -60 -0.7%
FTUS
107
Flow Traders U.S.
New York
$887K 7,777 +2,952 +61%
AT
108
American Trust
Kentucky
$884K 7,751 +364 +5%
AFP
109
Ausdal Financial Partners
Iowa
$875K 7,676 +441 +6%
GFG
110
Goldstone Financial Group
Illinois
$865K 7,590 -506 -6%
FFS
111
Founders Financial Securities
Maryland
$840K 7,368 +7,368 New
TA
112
TFB Advisors
Kansas
$816K 7,155 -567 -7%
ACM
113
Armbruster Capital Management
New York
$793K 6,959 – –
AWM
114
Act Wealth Management
Texas
$768K 6,740 +4 +0.1%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$729K 6,398 -5,155 -45%
VFPW
116
Vantage Financial Partners (Wisconsin)
Wisconsin
$717K 6,290 +6,290 New
BAM
117
Belpointe Asset Management
Nevada
$662K 5,807 +1,152 +25%
PFS
118
Prospera Financial Services
Texas
$647K 5,675 +218 +4%
T
119
TNF
Montana
$644K 5,597 – –
IWM
120
IHT Wealth Management
Illinois
$643K 5,645 -611 -10%
BRWA
121
B. Riley Wealth Advisors
Florida
$607K 5,325 +5,325 New
Goldman Sachs
122
Goldman Sachs
New York
$592K 5,193 +5,193 New
GM
123
GeoWealth Management
Illinois
$561K 4,918 -83,696 -94%
NRG
124
Nemes Rush Group
Michigan
$559K 4,904 – –
Betterment LLC
125
Betterment LLC
New York
$550K 4,824 +4,824 New
3 4
5
6 7