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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
CAG
176
Csenge Advisory Group
Florida
$245K -$173K -1,535 -42%
BCI
177
Brinker Capital Investments
Pennsylvania
$245K -$14.7M -129,960 -98%
OPS
178
Orion Portfolio Solutions
Nebraska
$245K -$14.7M -129,960 -98%
4WM
179
49 Wealth Management
Texas
$238K +$37.4K +331 +19%
TC
180
TAGStone Capital
North Carolina
$238K +$226 +2 +0.1%
SPWM
181
Schrum Private Wealth Management
Florida
$228K
OMC
182
Old Mission Capital
Illinois
$224K +$221K +1,961 New
MA
183
Mutual Advisors
Nebraska
$206K +$197K +1,747 New
CWA
184
Capital Wealth Alliance
Arizona
$205K
DADC
185
D.A. Davidson & Co
Montana
$203K -$45.6K -404 -18%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$171K
CA
187
Clearstead Advisors
Ohio
$165K +$5.08K +45 +3%
GT
188
Glenmede Trust
Pennsylvania
$162K
FFA
189
Farther Finance Advisors
California
$160K +$160K +1,417 New
JP Morgan Chase
190
JP Morgan Chase
New York
$154K -$300K -2,654 -66%
Bessemer Group
191
Bessemer Group
New Jersey
$150K -$11.4K -101 -7%
Comerica Bank
192
Comerica Bank
Texas
$138K +$10.6K +94 +8%
US Bancorp
193
US Bancorp
Minnesota
$126K -$90.5K -802 -42%
Deutsche Bank
194
Deutsche Bank
Germany
$98K +$97.1K +860 New
HI
195
Harbour Investments
Wisconsin
$92.5K -$6.89K -61 -7%
RIA
196
Realta Investment Advisors
Delaware
$84.5K
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
$78.6K
HIA
198
Harbor Investment Advisory
Maryland
$65.5K
BF
199
BOK Financial
Oklahoma
$64.7K
EA
200
Evolution Advisers
Virginia
$64K -$113 -1 -0.2%