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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 %
TPWA
201
TRUE Private Wealth Advisors
Oregon
$202K -$1.3M -10,782 -87%
LSA
202
Lion Street Advisors
Texas
$200K +$200K +1,664 New
CAS
203
Coppell Advisory Solutions
Texas
$183K -$1.72M -14,351 -90%
William Blair & Company
204
William Blair & Company
Illinois
$180K -$96.3K -800 -35%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$180K – – –
GT
206
Glenmede Trust
Pennsylvania
$171K – – –
CA
207
Clearstead Advisors
Ohio
$168K -$5.42K -45 -3%
Bessemer Group
208
Bessemer Group
New Jersey
$158K – – –
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$114K +$114K +950 New
FFA
210
Farther Finance Advisors
California
$91.3K -$79.2K -658 -46%
IRC
211
Investors Research Corp
Georgia
$86.4K +$48.4K +402 +127%
National Bank of Canada
212
National Bank of Canada
Quebec, Canada
$84K – – –
NFSG
213
Newbridge Financial Services Group
Florida
$74.7K +$47.6K +396 +176%
GRP
214
Global Retirement Partners
California
$73.9K +$54.6K +453 +281%
HIA
215
Harbor Investment Advisory
Maryland
$69.2K – – –
BF
216
BOK Financial
Oklahoma
$67.9K – – –
FFL
217
Financial Freedom LLC
Ohio
$66.9K +$120 +1 +0.2%
FCAS
218
First Command Advisory Services
Texas
$60.9K – – –
LFG
219
Larson Financial Group
Missouri
$55.9K – – –
NS
220
NBC Securities
Alabama
$55K +$25.1K +210 +84%
TLA
221
Tanglewood Legacy Advisors
Texas
$53.5K – – –
CSB
222
City State Bank
Iowa
$42.1K – – –
TWC
223
TD Waterhouse Canada
Ontario, Canada
$39.5K – – –
IWP
224
IAG Wealth Partners
Wisconsin
$35.7K +$29.8K +248 +506%
CP
225
Castleview Partners
Texas
$35.5K – – –
7 8
9
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