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Invesco S&P MidCap Momentum ETF

242 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, 83 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 25

41% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 59

13% more funds holding

Funds holding: 214242 (+28)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2% less capital invested

Capital invested by funds: $1.35B → $1.33B (-$23.8M)

5.18% less ownership

Funds ownership: 66.55%61.37% (-5.2%)

Holders
242
Holders Change
+28
Holders Change %
+13.08%
% of All Funds
3.5%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
56
Increased
83
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
Stratos Wealth Advisors
Ohio
$1M +$993K +8,800 New
SEIA
102
Signature Estate & Investment Advisors
California
$997K -$5.53K -49 -0.6%
Mariner
103
Mariner
Kansas
$957K -$205K -1,813 -18%
AWM
104
AE Wealth Management
Kansas
$927K -$321K -2,843 -26%
Creative Planning
105
Creative Planning
Kansas
$921K +$63.1K +559 +7%
Brown Advisory
106
Brown Advisory
Maryland
$918K +$51.8K +459 +6%
TAM
107
Titleist Asset Management
Texas
$914K -$6.77K -60 -0.7%
FTUS
108
Flow Traders U.S.
New York
$887K +$333K +2,952 +61%
AT
109
American Trust
Kentucky
$884K +$41.1K +364 +5%
AFP
110
Ausdal Financial Partners
Iowa
$875K +$49.8K +441 +6%
GFG
111
Goldstone Financial Group
Illinois
$865K -$57.1K -506 -6%
FFS
112
Founders Financial Securities
Maryland
$840K +$832K +7,368 New
TA
113
TFB Advisors
Kansas
$816K -$64K -567 -7%
ACM
114
Armbruster Capital Management
New York
$793K
AWM
115
Act Wealth Management
Texas
$768K +$452 +4 +0.1%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$729K -$582K -5,155 -45%
VFPW
117
Vantage Financial Partners (Wisconsin)
Wisconsin
$717K +$710K +6,290 New
BAM
118
Belpointe Asset Management
Nevada
$662K +$130K +1,152 +25%
PFS
119
Prospera Financial Services
Texas
$647K +$24.6K +218 +4%
T
120
TNF
Montana
$644K
IWM
121
IHT Wealth Management
Illinois
$643K -$69K -611 -10%
BRWA
122
B. Riley Wealth Advisors
Florida
$607K +$601K +5,325 New
Goldman Sachs
123
Goldman Sachs
New York
$592K +$586K +5,193 New
GM
124
GeoWealth Management
Illinois
$561K -$9.45M -83,696 -94%
NRG
125
Nemes Rush Group
Michigan
$559K