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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

259 hedge funds and large institutions have $1.4B invested in Invesco S&P MidCap Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 50 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+19
Holders Change %
+7.92%
% of All Funds
3.75%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
48
Increased
115
Reduced
50
Closed
27
Calls
$229K
Puts
$156K
Net Calls
+$73K
Net Calls Change
+$73K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
LPL Financial
2
LPL Financial
California
$210M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$51.7M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$57.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$14.3M

Top Sellers

1
TAF
1
Tredje AP-fonden
Sweden
$0
2
MCC
2
Money Concepts Capital
Florida
$42.2M
3
MWM
3
MinichMacGregor Wealth Management
New York
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$27M
5
OWG
5
Oxford Wealth Group
Florida
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
126
First Heartland Consultants
Missouri
$718K +$59.2K +492 +9%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$704K +$355K +2,954 +102%
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$702K -$68.4K -568 -9%
T
129
TNF
Montana
$682K – – –
KWA
130
Kingswood Wealth Advisors
California
$656K +$301K +2,503 +85%
AWA
131
Arete Wealth Advisors
Illinois
$643K +$78.5K +655 +14%
PA
132
PFG Advisors
Arizona
$605K +$31.5K +262 +5%
NRG
133
Nemes Rush Group
Michigan
$563K – – –
AA
134
Ancora Advisors
Ohio
$544K +$544K +4,518 New
WEG
135
World Equity Group
Illinois
$541K +$53.1K +441 +11%
ASN
136
Advisory Services Network
Georgia
$531K – – –
DAS
137
Dynamic Advisor Solutions
Arizona
$528K -$16.7K -139 -3%
LFA
138
Longview Financial Advisors
Alabama
$527K +$5.42K +45 +1%
EWM
139
EPG Wealth Management
Georgia
$523K +$523K +4,350 New
OMC
140
Old Mission Capital
Illinois
$498K +$262K +2,178 +111%
PAS
141
Park Avenue Securities
New York
$495K +$12.4K +103 +3%
CIBC World Market
142
CIBC World Market
Ontario, Canada
$483K +$37.2K +309 +8%
SPWM
143
Schrum Private Wealth Management
Florida
$481K +$241K +2,000 +100%
TVAMP
144
Tennessee Valley Asset Management Partners
Tennessee
$473K +$92.5K +769 +24%
PHWM
145
Pine Harbor Wealth Management
Maryland
$464K – – –
AFA
146
American Financial Advisors
Georgia
$463K – – –
WIA
147
World Investment Advisors
California
$461K -$41.5K -345 -8%
AC
148
AIFG Consultants
New York
$454K +$454K +3,773 New
GS
149
GTS Securities
New York
$445K +$445K +3,702 New
GLA
150
Good Life Advisors
Pennsylvania
$437K +$437K +3,634 New
4 5
6
7 8