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Invesco S&P MidCap Momentum ETF

240 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, 82 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+28
Holders Change %
+13.21%
% of All Funds
3.49%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
56
Increased
82
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TVAMP
151
Tennessee Valley Asset Management Partners
Tennessee
$360K +$110K +964 +44%
VW
152
Veridan Wealth
Oregon
$339K +$339K +2,638 New
KWA
153
Kingswood Wealth Advisors
California
$336K +$336K +2,949 New
S
154
Sunpointe
Missouri
$331K
Fidelity Investments
155
Fidelity Investments
Massachusetts
$330K +$4.9K +43 +2%
TGAM
156
TBH Global Asset Management
Tennessee
$327K +$55.3K +485 +20%
CA
157
Continuum Advisory
Idaho
$322K -$30.9K -271 -9%
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$321K -$172K -1,510 -35%
SWM
159
Silverlake Wealth Management
Vermont
$319K
IWM
160
Iams Wealth Management
Nebraska
$313K -$105K -924 -25%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$309K +$68.4K +600 +28%
IWN
162
Independent Wealth Network
Iowa
$301K +$10.5K +92 +4%
AIP
163
Almanack Investment Partners
Pennsylvania
$295K +$295K +2,585 New
EWA
164
EP Wealth Advisors
California
$294K
JCFM
165
JBR Co Financial Management
Oklahoma
$291K +$291K +2,552 New
LCGC
166
Legacy Capital Group California
California
$283K +$60.6K +532 +27%
CFD
167
Creative Financial Designs
Indiana
$280K +$266K +2,332 +1,911%
GWM
168
Geneos Wealth Management
Colorado
$275K -$306K -2,685 -53%
PTC
169
Private Trust Company
Ohio
$269K
RWA
170
Redhawk Wealth Advisors
Minnesota
$267K +$44.3K +389 +20%
William Blair & Company
171
William Blair & Company
Illinois
$262K
EFS
172
Essex Financial Services
Connecticut
$261K -$59.8K -529 -19%
MOS
173
MGO One Seven
Ohio
$256K +$256K +2,245 New
WS
174
Wedbush Securities
California
$251K +$251K +2,199 New
CAG
175
Csenge Advisory Group
Florida
$245K -$175K -1,535 -42%