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Invesco S&P MidCap Momentum ETF

151 hedge funds and large institutions have $506M invested in Invesco S&P MidCap Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-7
Holders Change %
-4.43%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
52
Reduced
59
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFL
126
Financial Freedom LLC
Ohio
$41.7K +$151 +2 +0.4%
BCMIO
127
Beacon Capital Management Inc (Ohio)
Ohio
$36.7K
TLA
128
Tanglewood Legacy Advisors
Texas
$33.6K
ASN
129
Advisory Services Network
Georgia
$31.3K -$235K -3,110 -88%
PTC
130
Private Trust Company
Ohio
$30.8K -$226K -2,997 -88%
GRP
131
Global Retirement Partners
California
$27.4K +$891 +12 +3%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$23.6K -$46.1K -611 -66%
CP
133
Castleview Partners
Texas
$22.3K
AIC
134
Archer Investment Corporation
Indiana
$20K
US Bancorp
135
US Bancorp
Minnesota
$19.9K
CSPIA
136
Cary Street Partners Investment Advisory
Virginia
$18.9K
HR
137
Howe & Rusling
New York
$14K +$14K +185 New
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$13.8K -$6.26K -82,920 -31%
OSAM
139
O'Shaughnessy Asset Management
Connecticut
$13K +$76 +1 +0.6%
CAL
140
Capital Analysts LLC
Pennsylvania
$11K -$7.43K -100 -40%
FHA
141
First Horizon Advisors
Tennessee
$10.9K
RI
142
Ridgewood Investments
New Jersey
$9.06K +$9.06K +120 New
GWSG
143
GPS Wealth Strategies Group
Colorado
$8.53K +$8.53K +113 New
CT
144
Colonial Trust
South Carolina
$7.81K -$149 -2 -2%
AF
145
Advisornet Financial
Minnesota
$7.55K
VF
146
VitalStone Financial
Texas
$7K -$5.7K -66 -45%
CFGS
147
Concourse Financial Group Securities
Alabama
$6.42K
SIS
148
Strategic Investment Solutions
Illinois
$6.27K +$6.27K +83 New
AWM
149
Abound Wealth Management
Tennessee
$4.37K
CWP
150
Concord Wealth Partners
Virginia
$3.25K -$3.55K -47 -52%