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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

259 hedge funds and large institutions have $1.4B invested in Invesco S&P MidCap Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 50 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+19
Holders Change %
+7.92%
% of All Funds
3.75%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
48
Increased
115
Reduced
50
Closed
27
Calls
$229K
Puts
$156K
Net Calls
+$73K
Net Calls Change
+$73K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
LPL Financial
2
LPL Financial
California
$210M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$51.7M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$57.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$14.3M

Top Sellers

1
TAF
1
Tredje AP-fonden
Sweden
$0
2
MCC
2
Money Concepts Capital
Florida
$42.2M
3
MWM
3
MinichMacGregor Wealth Management
New York
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$27M
5
OWG
5
Oxford Wealth Group
Florida
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TGAM
151
TBH Global Asset Management
Tennessee
$435K +$89.8K +746 +26%
BAMG
152
Brand Asset Management Group
Missouri
$433K +$433K +3,598 New
AFS
153
AFG Fiduciary Services
Massachusetts
$432K – – –
MWM
154
MY Wealth Management
Maryland
$426K – – –
SPIA
155
Steward Partners Investment Advisory
New York
$412K -$6.02K -50 -1%
OPS
156
Orion Portfolio Solutions
Nebraska
$404K +$145K +1,209 +56%
BCI
157
Brinker Capital Investments
Pennsylvania
$404K +$145K +1,209 +56%
IWN
158
Independent Wealth Network
Iowa
$397K +$78.7K +654 +25%
SWM
159
Spire Wealth Management
Virginia
$393K +$5.18K +43 +1%
JCFM
160
JBR Co Financial Management
Oklahoma
$382K +$75.2K +625 +24%
MF
161
Meridian Financial
Massachusetts
$379K -$6.02K -50 -2%
ARC
162
Advisor Resource Council
Texas
$368K +$368K +3,062 New
CA
163
Continuum Advisory
Idaho
$363K -$1.16K -9 -0.3%
TAM
164
TCP Asset Management
Ohio
$356K +$356K +2,957 New
SA
165
Sanctuary Advisors
Indiana
$355K +$355K +2,643 New
S
166
Sunpointe
Missouri
$349K – – –
Comerica Bank
167
Comerica Bank
Texas
$347K +$202K +1,678 +139%
CA
168
Calton & Associates
Florida
$342K +$342K +2,839 New
P
169
&Partners
Tennessee
$341K +$341K +2,832 New
SWM
170
Silverlake Wealth Management
Vermont
$337K – – –
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$327K – – –
Mercer Global Advisors
172
Mercer Global Advisors
Colorado
$325K -$12.6K -105 -4%
EWA
173
EP Wealth Advisors
California
$310K – – –
GFG
174
Goldstone Financial Group
Illinois
$291K -$622K -5,172 -68%
CA
175
Crewe Advisors
Utah
$290K +$290K +2,413 New
5 6
7
8 9