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Invesco S&P MidCap Momentum ETF

242 hedge funds and large institutions have $1.33B invested in Invesco S&P MidCap Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 25

41% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 59

13% more funds holding

Funds holding: 214242 (+28)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2% less capital invested

Capital invested by funds: $1.35B → $1.33B (-$23.8M)

5.18% less ownership

Funds ownership: 66.55%61.37% (-5.2%)

Holders
242
Holders Change
+28
Holders Change %
+13.08%
% of All Funds
3.5%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
56
Increased
83
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
126
Betterment LLC
New York
$550K +$545K +4,824 New
PA
127
PFG Advisors
Arizona
$543K +$30.7K +272 +6%
AWA
128
Arete Wealth Advisors
Illinois
$535K +$532K +4,712 New
ASN
129
Advisory Services Network
Georgia
$531K +$299K +2,650 +132%
BCM
130
Barometer Capital Management
Ontario, Canada
$524K +$519K +4,600 New
TI
131
Trexquant Investment
Connecticut
$523K +$518K +4,590 New
PG
132
Patten Group
Tennessee
$521K -$1.02K -9 -0.2%
DAS
133
Dynamic Advisor Solutions
Arizona
$516K +$12.4K +110 +2%
EWM
134
EPG Wealth Management
Georgia
$496K -$491K -4,346 Closed
LFA
135
Longview Financial Advisors
Alabama
$494K
WIA
136
World Investment Advisors
California
$476K +$471K +4,175 New
Citadel Advisors
137
Citadel Advisors
Florida
$473K +$236K +2,090 +102%
WEG
138
World Equity Group
Illinois
$462K -$76.8K -680 -14%
PAS
139
Park Avenue Securities
New York
$457K -$844K -7,477 -65%
PHWM
140
Pine Harbor Wealth Management
Maryland
$439K
AFA
141
American Financial Advisors
Georgia
$439K -$282K -2,500 -39%
CIBC World Market
142
CIBC World Market
Ontario, Canada
$422K +$418K +3,701 New
AWA
143
Arkadios Wealth Advisors
Georgia
$419K +$415K +3,676 New
AFS
144
AFG Fiduciary Services
Massachusetts
$412K
MWM
145
MY Wealth Management
Maryland
$404K -$22K -195 -5%
CCAL
146
City Center Advisors LLC
Michigan
$397K
SPIA
147
Steward Partners Investment Advisory
New York
$396K -$48.8K -432 -11%
SFA
148
Sequoia Financial Advisors
Ohio
$396K
IAIM
149
International Assets Investment Management
Florida
$379K -$3.95K -35 -1%
SWM
150
Spire Wealth Management
Virginia
$367K -$115K -1,020 -24%