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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

367 hedge funds and large institutions have $3.21B invested in Invesco S&P MidCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 147 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
367
Holders Change
+108
Holders Change %
+41.7%
% of All Funds
4.89%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.17%
New
134
Increased
147
Reduced
44
Closed
18
Calls
$148K
Puts
$86K
Net Calls
+$62K
Net Calls Change
-$11K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$459M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$390M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$131M
4
LPL Financial
4
LPL Financial
California
$331M
5
Morgan Stanley
5
Morgan Stanley
New York
$209M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$0
2
ZIMP
2
Zimmermann Investment Management & Planning
Pennsylvania
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.15M
4
KAS
4
Kestra Advisory Services
Texas
$7.52M
5
APSPRSPT
5
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PG
101
Prostatis Group
Maryland
$2.35M 19,053 +19,053 New
JWM
102
Jupiter Wealth Management
Colorado
$2.34M 18,980 +18,980 New
DE
103
Diversified Enterprises
Delaware
$2.31M 18,702 -481 -3%
PA
104
PSI Advisors
Florida
$2.23M 18,043 +1,185 +7%
AIP
105
Ameritas Investment Partners
Nebraska
$2.22M 17,996 +17,996 New
MWM
106
Meridian Wealth Management
Kentucky
$2.08M 16,806 +16,806 New
SEP
107
Southland Equity Partners
Missouri
$2.05M 16,619 +245 +1%
VCM
108
Verde Capital Management
Michigan
$2.04M 16,484 -1,346 -8%
AI
109
Atria Investments
North Carolina
$1.96M 15,874 +2,759 +21%
SA
110
Sovran Advisors
California
$1.95M 15,504 +15,504 New
CRI
111
Colonial River Investments
Virginia
$1.93M 15,587 +15,587 New
AWM
112
Axxcess Wealth Management
California
$1.92M 15,583 +15,583 New
CAC
113
Certified Advisory Corp
Florida
$1.88M 15,201 +1,103 +8%
AWM
114
Accel Wealth Management
Iowa
$1.87M 15,102 +1,702 +13%
VFPW
115
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.83M 14,839 +3,295 +29%
SPC
116
Sigma Planning Corp
Michigan
$1.82M 14,713 +3,969 +37%
OC
117
Oppenheimer & Co
New York
$1.81M 14,686 +7,484 +104%
FIC
118
Family Investment Center
Missouri
$1.81M 14,616 +14,616 New
VCWM
119
Vista Cima Wealth Management
Arizona
$1.73M 14,001 +14,001 New
GWM
120
Geneos Wealth Management
Colorado
$1.73M 13,992 +11,579 +480%
SAI
121
Savvy Advisors Inc
New York
$1.73M 13,981 +324 +2%
SWA
122
Stratos Wealth Advisors
Ohio
$1.66M 13,474 -101 -0.7%
IWC
123
Integrated Wealth Concepts
Massachusetts
$1.66M 13,451 +2,898 +27%
IWM
124
IHT Wealth Management
Illinois
$1.65M 13,363 +1,205 +10%
SFS
125
Sowell Financial Services
Arkansas
$1.56M 12,625 +1,701 +16%
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