XMMO icon

Invesco S&P MidCap Momentum ETF

170 hedge funds and large institutions have $752M invested in Invesco S&P MidCap Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
29
Increased
59
Reduced
54
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWN
126
Independent Wealth Network
Iowa
$206K -$30K -334 -13%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$179K -$27K -301 -13%
GWM
128
Geneos Wealth Management
Colorado
$172K -$35.1K -391 -17%
GT
129
Glenmede Trust
Pennsylvania
$159K
Fidelity Investments
130
Fidelity Investments
Massachusetts
$140K +$113K +1,262 +418%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$135K
Bessemer Group
132
Bessemer Group
New Jersey
$127K
CA
133
Clearstead Advisors
Ohio
$126K -$126K -1,400 -50%
CAS
134
Coppell Advisory Solutions
Texas
$116K +$116K +1,292 New
Comerica Bank
135
Comerica Bank
Texas
$101K +$6.92K +77 +7%
HI
136
Harbour Investments
Wisconsin
$72.9K
GJIA
137
Glass Jacobson Investment Advisors
Maryland
$69.1K -$5.03K -56 -7%
National Bank of Canada
138
National Bank of Canada
Quebec, Canada
$68.6K -$12.3K -138 -15%
ASN
139
Advisory Services Network
Georgia
$62.4K +$62.4K +695 New
DWMG
140
DB Wealth Management Group
California
$56K -$81.3K -905 -59%
HIA
141
Harbor Investment Advisory
Maryland
$51.6K
EA
142
Evolution Advisers
Virginia
$50K +$50K +569 New
FFL
143
Financial Freedom LLC
Ohio
$49.8K +$90 +1 +0.2%
TLA
144
Tanglewood Legacy Advisors
Texas
$40K
BCMIO
145
Beacon Capital Management Inc (Ohio)
Ohio
$38K -$5.48K -61 -13%
CSB
146
City State Bank
Iowa
$36K -$4.5K -50 -11%
Qube Research & Technologies (QRT)
147
Qube Research & Technologies (QRT)
United Kingdom
$30.7K
VAMG
148
Voisard Asset Management Group
Michigan
$29.9K +$29.9K +333 New
US Bancorp
149
US Bancorp
Minnesota
$27.6K -$22.6K -252 -45%
CP
150
Castleview Partners
Texas
$26.5K