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Invesco S&P MidCap Momentum ETF

158 hedge funds and large institutions have $969M invested in Invesco S&P MidCap Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+15
Holders Change %
+10.49%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
66
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$94.6K
RIA
127
Realta Investment Advisors
Delaware
$70.3K +$75 +1 +0.1%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$69.5K +$48K +637 +223%
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$52.9K
DI
130
Disciplined Investments
Oklahoma
$52.7K
FDCDDQ
131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50K +$50K +664 New
CSB
132
City State Bank
Iowa
$46K
HIA
133
Harbor Investment Advisory
Maryland
$43.3K
FFL
134
Financial Freedom LLC
Ohio
$41.4K +$41.4K +550 New
BCMIO
135
Beacon Capital Management Inc (Ohio)
Ohio
$36.6K -$2.56K -34 -7%
TLA
136
Tanglewood Legacy Advisors
Texas
$33.5K +$33.5K +445 New
WAM
137
Worth Asset Management
Texas
$28.6K +$28.6K +380 New
GRP
138
Global Retirement Partners
California
$26.9K +$15.2K +202 +130%
CP
139
Castleview Partners
Texas
$22.2K +$22.2K +295 New
AIC
140
Archer Investment Corporation
Indiana
$20K
US Bancorp
141
US Bancorp
Minnesota
$19.8K -$22.7K -301 -53%
CAL
142
Capital Analysts LLC
Pennsylvania
$19K -$34.5K -450 -64%
CSPIA
143
Cary Street Partners Investment Advisory
Virginia
$18.8K +$18.8K +250 New
KIA
144
Kraematon Investment Advisors
Massachusetts
$16.3K +$16.3K +217 New
AssetMark Inc
145
AssetMark Inc
California
$14K +$14K +186 New
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$12.9K
VF
147
VitalStone Financial
Texas
$11K +$11K +147 New
FHA
148
First Horizon Advisors
Tennessee
$10.9K
CT
149
Colonial Trust
South Carolina
$8.1K +$8.1K +107 New
AF
150
Advisornet Financial
Minnesota
$7.53K -$78.5K -1,043 -91%