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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.

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.5M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$30.1M
3
SL
3
Systelligence LLC
Minnesota
$13.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.93M
5
TAM
5
Titleist Asset Management
Texas
$928K
Name Market Value Shares Shares
Change 		Shares
Change %
KFS
151
Kelly Financial Services
Massachusetts
$267K 2,322 +2,322 New
William Blair & Company
152
William Blair & Company
Illinois
$264K 2,300 – –
Jones Financial Companies
153
Jones Financial Companies
Missouri
$253K 2,206 +2,206 New
TVAMP
154
Tennessee Valley Asset Management Partners
Tennessee
$252K 2,195 -2,689 -55%
DADC
155
D.A. Davidson & Co
Montana
$251K 2,186 -213 -9%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$243K 2,115 +124 +6%
TC
157
TAGStone Capital
North Carolina
$240K 2,090 +2,090 New
AWM
158
Affinity Wealth Management
Delaware
$237K 2,067 +2,067 New
Citadel Advisors
159
Citadel Advisors
Florida
$236K 2,056 +2,056 New
ASN
160
Advisory Services Network
Georgia
$231K 2,010 +1,315 +189%
CP
161
Capital Planning
Washington
$231K 2,007 -1,622 -45%
SPWM
162
Schrum Private Wealth Management
Florida
$230K 2,000 +2,000 New
LCGC
163
Legacy Capital Group California
California
$224K 1,954 +1,954 New
RWA
164
Redhawk Wealth Advisors
Minnesota
$224K 1,950 +1,950 New
IA
165
IFG Advisory
Georgia
$220K 1,918 +1,918 New
US Bancorp
166
US Bancorp
Minnesota
$219K 1,908 +1,601 +521%
CWA
167
Capital Wealth Alliance
Arizona
$207K 1,800 +1,800 New
4WM
168
49 Wealth Management
Texas
$204K 1,783 +1,783 New
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$172K 1,500 – –
GT
170
Glenmede Trust
Pennsylvania
$163K 1,420 -346 -20%
Bessemer Group
171
Bessemer Group
New Jersey
$162K 1,413 – –
CA
172
Clearstead Advisors
Ohio
$161K 1,400 – –
Comerica Bank
173
Comerica Bank
Texas
$128K 1,113 -14 -1%
HI
174
Harbour Investments
Wisconsin
$100K 873 +61 +8%
RIA
175
Realta Investment Advisors
Delaware
$85.1K 741 +741 New
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7
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