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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$142M
2
LPL Financial
LPL Financial
California
$121M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$34.9M
4
FIA
Foundations Investment Advisors
Arizona
$13.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$14.3M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$42.4M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$28.1M
3
MWM
MY Wealth Management
Maryland
$350K
4
Wells Fargo
Wells Fargo
California
$34.6M
5
WIA
World Investment Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
151
NBC Securities
Alabama
$26K -$27.9K -318 -52%
BTI
152
Blue Trust Inc
Georgia
$24K +$24K +300 New
AIC
153
Archer Investment Corporation
Indiana
$23.8K – – –
AssetMark Inc
154
AssetMark Inc
California
$20.7K +$20.7K +230 New
FCAS
155
First Command Advisory Services
Texas
$19K +$19K +211 New
GRP
156
Global Retirement Partners
California
$16.7K – – –
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$15.5K – – –
CFD
158
Creative Financial Designs
Indiana
$13.8K – – –
RFA
159
Register Financial Advisors
Georgia
$9.61K +$9.61K +107 New
AF
160
Advisornet Financial
Minnesota
$8.98K – – –
CFGS
161
Concourse Financial Group Securities
Alabama
$7.63K – – –
SIS
162
Strategic Investment Solutions
Illinois
$7.45K -$462K -5,146 -98%
CT
163
Colonial Trust
South Carolina
$7.12K -$631 -7 -8%
AWM
164
Abound Wealth Management
Tennessee
$5.23K – – –
PB
165
Pinnacle Bancorp
Nebraska
$4.76K – – –
BWM
166
Baystate Wealth Management
Massachusetts
$4.51K – – –
GWSG
167
GPS Wealth Strategies Group
Colorado
$4.49K – – –
IWP
168
IAG Wealth Partners
Wisconsin
$4.4K +$4.4K +49 New
CWP
169
Concord Wealth Partners
Virginia
$3.86K – – –
TCG
170
Transcendent Capital Group
Oklahoma
$1.71K +$1.71K +19 New
NL
171
NVWM LLC
Pennsylvania
$1.53K – – –
WIA
172
World Investment Advisors
California
– -$1.79M -22,282 Closed
GFG
173
Goldstone Financial Group
Illinois
– -$952K -11,825 Closed
IWM
174
Iams Wealth Management
Nebraska
– -$665K -8,264 Closed
FEM
175
Fulcrum Equity Management
Texas
– -$575K -7,137 Closed
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