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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

143 hedge funds and large institutions have $409M invested in Invesco S&P MidCap Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
20
Increased
55
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$62M
2
GVAG
Great Valley Advisor Group
Delaware
$5.47M
3
Ameriprise
Ameriprise
Minnesota
$18.1M
4
PG
Prostatis Group
Maryland
$4.01M
5
Wells Fargo
Wells Fargo
California
$50.5M

Top Sellers

1
VCM
Verde Capital Management
Michigan
$2.8M
2
CAN
Cetera Advisor Networks
California
$2.83M
3
CFD
Creative Financial Designs
Indiana
$1.66M
4
D
Diversified
Delaware
$1.81M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSB
126
City State Bank
Iowa
$42K – – –
HIA
127
Harbor Investment Advisory
Maryland
$40K – – –
US Bancorp
128
US Bancorp
Minnesota
$39K – – –
BCMIO
129
Beacon Capital Management Inc (Ohio)
Ohio
$36K – – –
PTC
130
Private Trust Company
Ohio
$23K +$13.4K +195 +139%
MCC
131
Money Concepts Capital
Florida
$20K – – –
Fidelity Investments
132
Fidelity Investments
Massachusetts
$20K +$629 +9 +3%
AIC
133
Archer Investment Corporation
Indiana
$18.5K – – –
GRP
134
Global Retirement Partners
California
$12K +$11.1K +144 +1,309%
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$12K +$12K +171 New
FHA
136
First Horizon Advisors
Tennessee
$10K – – –
GWSG
137
GPS Wealth Strategies Group
Colorado
$8K – – –
BCMLT
138
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K +$8K +112 New
MFT
139
Moisand Fitzgerald Tamayo
Florida
$7K +$7K +100 New
CFGS
140
Concourse Financial Group Securities
Alabama
$6K – – –
AWM
141
Abound Wealth Management
Tennessee
$4.01K +$4.01K +57 New
OIA
142
Optimum Investment Advisors
Illinois
$3K – – –
HWMA
143
Heritage Wealth Management (Arizona)
Arizona
$3K – – –
NL
144
NVWM LLC
Pennsylvania
$1K – – –
Jane Street
145
Jane Street
New York
– -$486K -6,837 Closed
FHC
146
First Heartland Consultants
Missouri
– -$342K -4,810 Closed
LSA
147
Lion Street Advisors
Texas
– -$391K -4,290 Closed
Renaissance Technologies
148
Renaissance Technologies
New York
– -$256K -3,600 Closed
IAN
149
Integrated Advisors Network
Texas
– -$214K -3,002 Closed
KFS
150
Kaizen Financial Strategies
California
– -$213K -2,996 Closed
3 4 5
6
7