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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

259 hedge funds and large institutions have $1.4B invested in Invesco S&P MidCap Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 50 reducing their positions, and 27 closing their positions.

Holders
259
Holders Change
+19
Holders Change %
+7.92%
% of All Funds
3.75%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
48
Increased
115
Reduced
50
Closed
27
Calls
$229K
Puts
$156K
Net Calls
+$73K
Net Calls Change
+$73K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
LPL Financial
2
LPL Financial
California
$210M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$51.7M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$57.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$14.3M

Top Sellers

1
TAF
1
Tredje AP-fonden
Sweden
$0
2
MCC
2
Money Concepts Capital
Florida
$42.2M
3
MWM
3
MinichMacGregor Wealth Management
New York
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$27M
5
OWG
5
Oxford Wealth Group
Florida
$20.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CAGAS
101
Capital Advisory Group Advisory Services
Minnesota
$1.17M 9,742 -18 -0.2%
AFP
102
Ausdal Financial Partners
Iowa
$1.11M 9,184 +1,508 +20%
CFD
103
Creative Financial Designs
Indiana
$1.09M 9,060 +6,606 +269%
OC
104
OxenFree Capital
Florida
$1.07M 8,911 -260 -3%
Brown Advisory
105
Brown Advisory
Maryland
$1.03M 8,546 +496 +6%
AWA
106
Arkadios Wealth Advisors
Georgia
$991K 8,235 +4,559 +124%
EFG
107
Ethos Financial Group
Pennsylvania
$984K 8,179 +8,179 New
TAM
108
Titleist Asset Management
Texas
$978K 8,128 +108 +1%
KWM
109
Kingsview Wealth Management
Oregon
$969K 8,051 -1,259 -14%
AT
110
American Trust
Kentucky
$943K 7,835 +84 +1%
RWA
111
Redhawk Wealth Advisors
Minnesota
$896K 7,444 +5,105 +218%
PFS
112
Prospera Financial Services
Texas
$882K 7,334 +1,659 +29%
OC
113
Oppenheimer & Co
New York
$867K 7,202 -4,478 -38%
FFS
114
Founders Financial Securities
Maryland
$866K 7,196 -172 -2%
TA
115
TFB Advisors
Kansas
$862K 7,165 +10 +0.1%
GM
116
GeoWealth Management
Illinois
$847K 7,042 +2,124 +43%
ACM
117
Armbruster Capital Management
New York
$837K 6,959 – –
SEIA
118
Signature Estate & Investment Advisors
California
$823K 6,838 -1,904 -22%
Renaissance Technologies
119
Renaissance Technologies
New York
$803K 6,672 +6,672 New
Citadel Advisors
120
Citadel Advisors
Florida
$774K 6,431 +2,285 +55%
YIH
121
Y-Intercept (HK)
Hong Kong
$771K 6,408 +6,408 New
PG
122
Patten Group
Tennessee
$768K 6,379 +1,808 +40%
Betterment LLC
123
Betterment LLC
New York
$764K 6,353 +1,529 +32%
BCM
124
Barometer Capital Management
Ontario, Canada
$734K 6,100 +1,500 +33%
AWM
125
Act Wealth Management
Texas
$722K 5,999 -741 -11%
3 4
5
6 7