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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 %
GWM
176
Geneos Wealth Management
Colorado
$290K – – –
PTC
177
Private Trust Company
Ohio
$289K +$4.93K +41 +2%
MF
178
Manchester Financial
California
$286K +$286K +2,378 New
WS
179
Wedbush Securities
California
$282K +$17.2K +143 +7%
CAG
180
Csenge Advisory Group
Florida
$280K +$14.6K +119 +6%
AWM
181
AE Wealth Management
Kansas
$275K -$703K -5,845 -72%
BCM
182
Brookstone Capital Management
Illinois
$273K +$273K +2,266 New
Deutsche Bank
183
Deutsche Bank
Germany
$272K +$168K +1,398 +163%
MA
184
Mutual Advisors
Nebraska
$270K +$56.7K +465 +27%
MOS
185
MGO One Seven
Ohio
$265K -$5.3K -44 -2%
GPW
186
Gentry Private Wealth
Kansas
$263K +$263K +2,187 New
FCA
187
Fortis Capital Advisors
Kansas
$256K +$256K +2,124 New
TC
188
TAGStone Capital
North Carolina
$252K +$120 +1 +0%
DG
189
DMC Group
Alabama
$248K +$248K +2,058 New
HI
190
Harbour Investments
Wisconsin
$244K +$147K +1,218 +150%
US Bancorp
191
US Bancorp
Minnesota
$241K +$108K +896 +81%
Two Sigma Investments
192
Two Sigma Investments
New York
$229K -$3.1M -25,800 -93%
4WM
193
49 Wealth Management
Texas
$226K -$28.3K -235 -11%
CWA
194
Capital Wealth Alliance
Arizona
$217K – – –
DADC
195
D.A. Davidson & Co
Montana
$214K – – –
EFS
196
Essex Financial Services
Connecticut
$210K -$73.6K -601 -26%
AA
197
Advisory Alpha
Michigan
$209K +$209K +1,738 New
RA
198
RFG Advisory
Alabama
$204K +$204K +1,697 New
Creative Planning
199
Creative Planning
Kansas
$202K -$770K -6,400 -79%
SAM
200
Synergy Asset Management
Washington
$202K +$202K +1,676 New
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8
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