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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
MF
151
Meridian Financial
Massachusetts
$365K -$33.9K -300 -9%
TVAMP
152
Tennessee Valley Asset Management Partners
Tennessee
$360K +$109K +964 +44%
VW
153
Veridan Wealth
Oregon
$339K +$298K +2,638 New
KWA
154
Kingswood Wealth Advisors
California
$336K +$333K +2,949 New
S
155
Sunpointe
Missouri
$331K
Fidelity Investments
156
Fidelity Investments
Massachusetts
$330K +$4.85K +43 +2%
TGAM
157
TBH Global Asset Management
Tennessee
$327K +$54.8K +485 +20%
CA
158
Continuum Advisory
Idaho
$322K -$30.6K -271 -9%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$321K -$170K -1,510 -35%
SWM
160
Silverlake Wealth Management
Vermont
$319K
IWM
161
Iams Wealth Management
Nebraska
$313K -$104K -924 -25%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$309K +$67.7K +600 +28%
IWN
163
Independent Wealth Network
Iowa
$301K +$10.4K +92 +4%
AIP
164
Almanack Investment Partners
Pennsylvania
$295K +$292K +2,585 New
EWA
165
EP Wealth Advisors
California
$294K
JCFM
166
JBR Co Financial Management
Oklahoma
$291K +$288K +2,552 New
LCGC
167
Legacy Capital Group California
California
$283K +$60.1K +532 +27%
CFD
168
Creative Financial Designs
Indiana
$280K +$263K +2,332 +1,911%
GWM
169
Geneos Wealth Management
Colorado
$275K -$303K -2,685 -53%
PTC
170
Private Trust Company
Ohio
$269K
RWA
171
Redhawk Wealth Advisors
Minnesota
$267K +$43.9K +389 +20%
William Blair & Company
172
William Blair & Company
Illinois
$262K
EFS
173
Essex Financial Services
Connecticut
$261K -$59.7K -529 -19%
MOS
174
MGO One Seven
Ohio
$256K +$253K +2,245 New
WS
175
Wedbush Securities
California
$251K +$248K +2,199 New