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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

367 hedge funds and large institutions have $3.21B invested in Invesco S&P MidCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 147 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
367
Holders Change
+108
Holders Change %
+41.7%
% of All Funds
4.89%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.17%
New
134
Increased
147
Reduced
44
Closed
18
Calls
$148K
Puts
$86K
Net Calls
+$62K
Net Calls Change
-$11K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$459M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$390M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$131M
4
LPL Financial
4
LPL Financial
California
$331M
5
Morgan Stanley
5
Morgan Stanley
New York
$209M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$0
2
ZIMP
2
Zimmermann Investment Management & Planning
Pennsylvania
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.15M
4
KAS
4
Kestra Advisory Services
Texas
$7.52M
5
APSPRSPT
5
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
151
FLP Wealth Management
Arkansas
$1.21M +$1.21M +9,834 New
TPWA
152
TRUE Private Wealth Advisors
Oregon
$1.2M +$996K +8,064 +481%
CAGAS
153
Capital Advisory Group Advisory Services
Minnesota
$1.2M -$8.03K -65 -0.7%
Millennium Management
154
Millennium Management
New York
$1.17M -$1.32M -10,674 -53%
WEG
155
World Equity Group
Illinois
$1.17M +$612K +4,952 +110%
JPMorgan Chase & Co
156
JPMorgan Chase & Co
New York
$1.15M -$6.22M -50,336 -84%
HAS
157
HBW Advisory Services
California
$1.12M -$402K -3,255 -26%
AWM
158
AE Wealth Management
Kansas
$1.09M +$810K +6,558 +287%
RWA
159
Redhawk Wealth Advisors
Minnesota
$1.09M +$166K +1,347 +18%
LCWM
160
Legacy Capital Wealth Management
Texas
$1.09M +$1.09M +8,786 New
CIBC World Market
161
CIBC World Market
Ontario, Canada
$1.08M +$584K +4,724 +118%
OC
162
OxenFree Capital
Florida
$1.07M -$27.1K -219 -2%
AWA
163
Arkadios Wealth Advisors
Georgia
$1.06M +$45.1K +365 +4%
NCFG
164
New Century Financial Group
New Jersey
$1.06M +$1.06M +8,412 New
VA
165
Valmark Advisers
Ohio
$1.05M +$1.05M +8,507 New
FFS
166
Founders Financial Securities
Maryland
$1.03M +$142K +1,150 +16%
GM
167
GeoWealth Management
Illinois
$1.02M +$155K +1,253 +18%
GIA
168
Gladstone Institutional Advisory
Florida
$1.01M +$1.01M +8,203 New
SEIA
169
Signature Estate & Investment Advisors
California
$1.01M +$167K +1,350 +20%
AT
170
American Trust
Kentucky
$1,000K +$32K +259 +3%
TAM
171
Titleist Asset Management
Texas
$987K -$17K -138 -2%
KWA
172
Kingswood Wealth Advisors
California
$984K +$311K +2,517 +46%
KWM
173
Kingsview Wealth Management
Oregon
$962K -$32.4K -262 -3%
BAM
174
Belpointe Asset Management
Nevada
$958K -$269K -2,269 -22%
JCFM
175
JBR Co Financial Management
Oklahoma
$935K +$543K +4,396 +138%
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