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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 %
PCM
201
Penserra Capital Management
California
$7K 68 +68 New
CT
202
Colonial Trust
South Carolina
$6.88K 60 -19 -24%
AWM
203
Abound Wealth Management
Tennessee
$6.69K 58 – –
GWSG
204
GPS Wealth Strategies Group
Colorado
$5.74K 50 – –
IWP
205
IAG Wealth Partners
Wisconsin
$5.63K 49 – –
WWM
206
Wagner Wealth Management
South Carolina
$4.02K 35 +35 New
CA
207
CoreCap Advisors
Michigan
$3.22K 28 +28 New
TCG
208
Transcendent Capital Group
Oklahoma
$2.18K 19 – –
NL
209
NVWM LLC
Pennsylvania
$1.95K 17 – –
WIC
210
Woodmont Investment Counsel
Tennessee
$1.39K 12 +12 New
CIA
211
Cape Investment Advisory
Georgia
$1.26K 11 +11 New
NECFA
212
New England Capital Financial Advisors
Connecticut
$690 6 +6 New
AssetMark Inc
213
AssetMark Inc
California
$230 2 -228 -99%
CA
214
Cambridge Associates
Massachusetts
– – -24,340 Closed
MNBTD
215
Moody National Bank Trust Division
Texas
– – -24,340 Closed
AWA
216
Arete Wealth Advisors
Illinois
– – -6,239 Closed
KA
217
Kovack Advisors
Florida
– – -5,161 Closed
Renaissance Technologies
218
Renaissance Technologies
New York
– – -3,600 Closed
MA
219
Mutual Advisors
Nebraska
– – -2,346 Closed
GJIA
220
Glass Jacobson Investment Advisors
Maryland
– – -770 Closed
BCMIO
221
Beacon Capital Management Inc (Ohio)
Ohio
– – -423 Closed
VAMG
222
Voisard Asset Management Group
Michigan
– – -333 Closed
BTI
223
Blue Trust Inc
Georgia
– – -300 Closed
CWP
224
Concord Wealth Partners
Virginia
– – -43 Closed
Belvedere Trading
225
Belvedere Trading
Illinois
– – – –
5 6 7 8
9