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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

212 hedge funds and large institutions have $1.35B invested in Invesco S&P MidCap Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+42
Holders Change %
+24.71%
% of All Funds
3.07%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
58
Increased
69
Reduced
53
Closed
11
Calls
$356K
Puts
–
Net Calls
+$356K
Net Calls Change
+$356K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$147M
2
TAF
Tredje AP-fonden
Sweden
$130M
3
CCMG
Clark Capital Management Group
Pennsylvania
$49M
4
Ameriprise
Ameriprise
Minnesota
$43.4M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$17.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$92.5M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$30.1M
3
SL
Systelligence LLC
Minnesota
$13.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.93M
5
TAM
Titleist Asset Management
Texas
$928K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$496K +$123K +1,068 +33%
SWM
127
Spire Wealth Management
Virginia
$487K +$102K +886 +26%
JPMorgan Chase & Co
128
JPMorgan Chase & Co
New York
$460K -$578K -5,028 -56%
SPIA
129
Steward Partners Investment Advisory
New York
$448K -$25K -218 -5%
PHWM
130
Pine Harbor Wealth Management
Maryland
$443K – – –
MWM
131
MY Wealth Management
Maryland
$429K -$19K -165 -4%
CAG
132
Csenge Advisory Group
Florida
$424K +$424K +3,689 New
MF
133
Meridian Financial
Massachusetts
$402K +$122K +1,060 +43%
SFA
134
Sequoia Financial Advisors
Ohio
$399K – – –
AFS
135
AFG Fiduciary Services
Massachusetts
$398K – – –
CCAL
136
City Center Advisors LLC
Michigan
$397K +$397K +3,458 New
IWM
137
Iams Wealth Management
Nebraska
$387K +$387K +3,673 New
IAIM
138
International Assets Investment Management
Florida
$386K -$78.3K -683 -17%
CA
139
Continuum Advisory
Idaho
$357K +$32.4K +281 +10%
BI
140
Berkeley Inc
Idaho
$350K -$4.36K -38 -1%
S
141
Sunpointe
Missouri
$333K – – –
Fidelity Investments
142
Fidelity Investments
Massachusetts
$327K +$148K +1,286 +82%
EFS
143
Essex Financial Services
Connecticut
$326K +$326K +2,842 New
SWM
144
Silverlake Wealth Management
Vermont
$322K – – –
FHC
145
First Heartland Consultants
Missouri
$306K +$306K +2,660 New
EWA
146
EP Wealth Advisors
California
$296K – – –
IWN
147
Independent Wealth Network
Iowa
$293K +$29.7K +259 +11%
ARC
148
Advisor Resource Council
Texas
$275K +$275K +3,062 New
TGAM
149
TBH Global Asset Management
Tennessee
$274K +$274K +2,388 New
PTC
150
Private Trust Company
Ohio
$271K -$56.2K -489 -17%
4 5
6
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