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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 %
National Bank of Canada
176
National Bank of Canada
Quebec, Canada
$80.6K 698 -75 -10%
HIA
177
Harbor Investment Advisory
Maryland
$66K 575 – –
EA
178
Evolution Advisers
Virginia
$66K 570 +1 +0.2%
BF
179
BOK Financial
Oklahoma
$65.1K 568 +568 New
GRP
180
Global Retirement Partners
California
$64.9K 565 +378 +202%
FFL
181
Financial Freedom LLC
Ohio
$63.8K 555 – –
TLA
182
Tanglewood Legacy Advisors
Texas
$51.1K 445 – –
CSB
183
City State Bank
Iowa
$40K 350 -50 -13%
Qube Research & Technologies (QRT)
184
Qube Research & Technologies (QRT)
United Kingdom
$39.3K 342 – –
PA
185
Pineridge Advisors
Missouri
$34.5K 300 +300 New
CP
186
Castleview Partners
Texas
$33.9K 295 – –
NS
187
NBC Securities
Alabama
$31K 265 -31 -10%
CAL
188
Capital Analysts LLC
Pennsylvania
$31K 266 +266 New
AIC
189
Archer Investment Corporation
Indiana
$30.4K 265 – –
FCAS
190
First Command Advisory Services
Texas
$24.3K 211 – –
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$19.9K 173 – –
RFS
192
Richardson Financial Services
Massachusetts
$19.6K 171 +171 New
CFD
193
Creative Financial Designs
Indiana
$14K 122 -31 -20%
CFGS
194
Concourse Financial Group Securities
Alabama
$13K 113 +28 +33%
RFA
195
Register Financial Advisors
Georgia
$12.3K 107 – –
AF
196
Advisornet Financial
Minnesota
$11.5K 100 – –
WP
197
WealthShield Partners
North Carolina
$8.73K 76 +76 New
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$8.06K 70 +70 New
PB
199
Pinnacle Bancorp
Nebraska
$7.93K 69 +16 +30%
PBK
200
Peoples Bank (Kansas)
Kansas
$7.7K 67 +67 New
5 6 7
8
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