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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

367 hedge funds and large institutions have $3.21B invested in Invesco S&P MidCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 147 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+108
Holders Change %
+41.7%
% of All Funds
4.89%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.17%
New
134
Increased
147
Reduced
44
Closed
18
Calls
$148K
Puts
$86K
Net Calls
+$62K
Net Calls Change
-$11K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$459M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$390M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$131M
4
LPL Financial
4
LPL Financial
California
$331M
5
Morgan Stanley
5
Morgan Stanley
New York
$209M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$0
2
ZIMP
2
Zimmermann Investment Management & Planning
Pennsylvania
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.15M
4
KAS
4
Kestra Advisory Services
Texas
$7.52M
5
APSPRSPT
5
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$1.56M +$1.56M +12,606 New
Brown Advisory
127
Brown Advisory
Maryland
$1.53M +$474K +3,834 +45%
Renaissance Technologies
128
Renaissance Technologies
New York
$1.52M +$695K +5,628 +84%
FFO
129
Fortitude Family Office
Arizona
$1.52M +$1.52M +12,300 New
WIA
130
World Investment Advisors
California
$1.51M +$1.04M +8,386 +219%
VW
131
Veridan Wealth
Oregon
$1.5M +$1.5M +11,568 New
TWP
132
Tempus Wealth Planning
California
$1.49M +$1.49M +12,030 New
Fidelity Investments
133
Fidelity Investments
Massachusetts
$1.41M +$692K +5,598 +96%
CWMGP
134
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.4M +$1.4M +11,363 New
PWA
135
PCG Wealth Advisors
Kansas
$1.38M +$1.73K +14 +0.1%
KFS
136
Kelly Financial Services
Massachusetts
$1.38M +$1.38M +11,155 New
ECA
137
Elevation Capital Advisory
Oregon
$1.37M +$81.7K +661 +6%
CWM
138
Comprehensive Wealth Management
Washington
$1.36M +$43.4K +351 +3%
WWM
139
Western Wealth Management
Colorado
$1.36M +$60.9K +493 +5%
Mariner
140
Mariner
Kansas
$1.36M +$79.8K +646 +6%
GS
141
GWN Securities
Florida
$1.35M +$1.35M +10,267 New
AQR Capital Management
142
AQR Capital Management
Connecticut
$1.35M – – –
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$1.34M -$263K -2,133 -16%
FA
144
Faithward Advisors
Pennsylvania
$1.31M -$1.73K -14 -0.1%
AA
145
Ancora Advisors
Ohio
$1.3M +$746K +6,043 +134%
CFD
146
Creative Financial Designs
Indiana
$1.28M +$164K +1,324 +15%
MWS
147
MFA Wealth Services
California
$1.28M +$1.28M +10,345 New
VR
148
Valued Retirements
Texas
$1.24M – – –
Goldman Sachs
149
Goldman Sachs
New York
$1.24M +$1.24M +10,000 New
PFS
150
Prospera Financial Services
Texas
$1.23M +$323K +2,613 +36%
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