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Invesco S&P MidCap Momentum ETF

130 hedge funds and large institutions have $411M invested in Invesco S&P MidCap Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

6% more funds holding

Funds holding: 123130 (+7)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

3.53% less ownership

Funds ownership: 48.06%44.52% (-3.5%)

11% less capital invested

Capital invested by funds: $462M → $411M (-$50.9M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
22
Increased
41
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
126
First Horizon Advisors
Tennessee
$16K
GWSG
127
GPS Wealth Strategies Group
Colorado
$10K
OIA
128
Optimum Investment Advisors
Illinois
$4K
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$3K
AWM
130
Affinity Wealth Management
Delaware
-$29.3M -348,417 Closed
JWM
131
Jackson Wealth Management
Florida
-$7.55M -90,083 Closed
GSEP
132
Golden State Equity Partners
California
-$3.48M -41,489 Closed
LWAC
133
Laurel Wealth Advisors (California)
California
-$2.8M -33,388 Closed
TVAMP
134
Tennessee Valley Asset Management Partners
Tennessee
-$1.99M -23,788 Closed
MFG
135
Monumental Financial Group
Maryland
-$672K -8,016 Closed
AIP
136
Almanack Investment Partners
Pennsylvania
-$264K -3,153 Closed
EP
137
Eudaimonia Partners
Tennessee
-$212K -2,524 Closed
TCWM
138
Total Clarity Wealth Management
Illinois
-$85K -1,013 Closed
SFS
139
Sowell Financial Services
Arkansas
-$49K -583 Closed
BCMIO
140
Beacon Capital Management Inc (Ohio)
Ohio
-$46K -543 Closed
WAP
141
Wealthcare Advisory Partners
Pennsylvania
-$30K -354 Closed
DWP
142
Destiny Wealth Partners
Florida
-$18K -220 Closed
Fidelity Investments
143
Fidelity Investments
Massachusetts
-$336 -4 -57%