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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
FFL
201
Financial Freedom LLC
Ohio
$63.3K
FCAS
202
First Command Advisory Services
Texas
$57.7K +$33.3K +295 +140%
FNWA
203
Financial Network Wealth Advisors
Utah
$56.7K +$56.4K +500 New
LFG
204
Larson Financial Group
Missouri
$52.9K +$52.4K +464 New
TLA
205
Tanglewood Legacy Advisors
Texas
$50.7K
CSB
206
City State Bank
Iowa
$39.9K
TWC
207
TD Waterhouse Canada
Ontario, Canada
$37.2K +$37.3K +330 New
IRC
208
Investors Research Corp
Georgia
$36K +$35.7K +316 New
PA
209
Pineridge Advisors
Missouri
$34.2K
AWM
210
Avior Wealth Management
Nebraska
$34.2K +$33.9K +300 New
CP
211
Castleview Partners
Texas
$33.6K
AIC
212
Archer Investment Corporation
Indiana
$30.2K
CAL
213
Capital Analysts LLC
Pennsylvania
$30K
NS
214
NBC Securities
Alabama
$28K -$1.58K -14 -5%
CFGS
215
Concourse Financial Group Securities
Alabama
$27.6K +$14.6K +129 +114%
Simplex Trading
216
Simplex Trading
Illinois
$27K +$27.5K +244 New
GJIA
217
Glass Jacobson Investment Advisors
Maryland
$26.1K +$25.9K +229 New
NFSG
218
Newbridge Financial Services Group
Florida
$25.7K +$25.4K +225 New
OSAM
219
O'Shaughnessy Asset Management
Connecticut
$19.7K
GRP
220
Global Retirement Partners
California
$18.4K -$45.6K -404 -72%
RA
221
Ransom Advisory
Rhode Island
$17.6K
RI
222
Ridgewood Investments
New Jersey
$13.7K +$13.5K +120 New
VAG
223
VisionPoint Advisory Group
Texas
$12.8K +$12.6K +112 New
RFA
224
Register Financial Advisors
Georgia
$12.2K
AF
225
Advisornet Financial
Minnesota
$11.4K